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When the software is initialised, two basic roles are created: Administrator and Member

Info

Employees must be assigned to roles and not directly to permissions.

Contents of this documentation:

Table of Contents

Default roles

The permissions assigned to each of these roles are listed below.

Module

Authorisation

ADMIN

MEMBER

Consents section


Searching in consents


✅

Exporting consents


✅

Consent template section



Creating a consent template


✅

Activating a consent template


✅

Generating a link to collect consent


✅

Email templates section

Creating an email template


✅

Processing operations section

Creating a processing operation



✅

Requests section


Entering a request


✅

Placing a request "in progress"



✅

Responding to a request

✅

Creating notes

✅

Closing a request

✅

GDPR response templates section

Creating a GDPR template

✅

Managing the register

✅

Managing parameters

✅

Right Requests configuration section

GDPR whitelist

✅

Data section

Connections section

✅

Employees section

Managing employees

✅

Roles section

Managing roles

✅

Configuration section

Modifying the general information of the organisation

✅

Managing visibility

✅

Creating a role

Each role has a list of authorised actions. To create a new role and assign it to a member:

  1. Access the list of roles of the organisation in the Configuration > Roles menu;

  2. Click Add Role;

  3. Enter the name of the role. This wording must be unique;

  4. Enter a description of this role (optional);

  5. Assign the actions authorised for the role in the Authorisations panel by toggling the switch button to "YES";

  6. Click Save;

Info

If you do not see the screen: access to role management is subject to authorisation.

Assigning a role to an employee

This action is possible from the role management screen.

  1. Access the list of roles of the organisation in the Configuration > Roles and Permissions menu;

  2. In the list of roles, click on the role you want to assign to the member;

  3. Associate or dissociate the employee from the role by clicking on the member to be added/removed in the Employees panel;

Assigning or deleting permissions linked to a role

  1. Access the list of roles of the organisation in the Configuration > Roles and Permissions menu

  2. Click on the role to assign in the list;

  3. Assign/delete the actions authorised for the role in the Authorisations panel by toggling the switch button to "YES" or "NO";

Info

If you do not see the button: role management is subject to authorisation. Contact an administrator

To find out more