HyperComply allows you to easily manage the different roles and permissions that are assigned to your team members. By providing a new member with the appropriate role in HyperComply, you are completing an essential step towards ensuring all of the information in your Knowledge Base is being crafted and approved by the appropriate team member.
Key points:
- When you invite a new member to your workspace, you will be prompted to select their role in HyperComply
- You can invite new members with your role or below
- This means a User can only invite other Users, an Approver can invite Users or Approvers, and Admins can invite users of any role
Below is a list of the 3 distinct roles that can be assigned in your HyperComply workspace and a description of who may be best suited for each role:
- Admin - Reserve for only those who require full access to your HyperComply workspace
- Approver - Manage all aspects of the questionnaires but not the general settings and integrations
- User - Limited access, general role that is designed for your team to collaborate by viewing questionnaires and answering questions
Note: Owner - A secondary set of permissions that grants additional access to the assigned questionnaire and Owner specific permissions.
Permissions Table:
The following table shows the specific permissions that each role can view and/or modify in your HyperComply workspace.
Note: All members, regardless of their role will be able to view questionnaires, access and search the Knowledge Base by default.
| Role | Permissions |
| Admin |
Questionnaire Usage:
Questionnaire Management
Knowledge Management:
Settings:
|
| Approver |
Questionnaire Usage: Same as Admin but cannot:
Questionnaire Management Same as Admin Knowledge Management: Same as Admin but cannot:
Settings:
|
| User |
Questionnaire Usage: Same as Approver but cannot:
Questionnaire Management If the User is the Owner: Same as Approver If not the User is not the Owner: Same as Approver but cannot:
Knowledge Management: Same as Admin but cannot:
Settings:
|
Tips and Best Practices:
Your workspace Admin can invite as many team members as are needed to complete security assessments, with no additional charge.
Additional information:
HyperComply has a limited ability to revert changes that are made to your workspace. Please ensure that only members that absolutely need full access are set as Admins.