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:
Access the list of roles of the organisation in the Configuration > Roles menu;
Click Add Role;
Enter the name of the role. This wording must be unique;
Enter a description of this role (optional);
Assign the actions authorised for the role in the Authorisations panel by toggling the switch button to "YES";
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.
Access the list of roles of the organisation in the Configuration > Roles and Permissions menu;
In the list of roles, click on the role you want to assign to the member;
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
Access the list of roles of the organisation in the Configuration > Roles and Permissions menu
Click on the role to assign in the list;
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