/
Role management

Role management

Owned by Victor Guillaume (Deactivated)
Last updated: Mar 04, 2021
2 min read

The possible actions on the platform are based on the assignment of roles to users (RBAC).

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

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

Contents of this documentation:

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;

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";

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

To find out more