Understanding the Different Assessment Manager User Roles

Overview Assessments & Comments Approvals, Templates & Tasks Email Templates, Labels & Users

Overview

The following tables list all pre-configured User Roles in Assessment Manager and the permissions associated with each role. Use this page as a reference when assigning roles to users.

Permissions are grouped across three areas: Assessments and Comments; Approvals, Templates, and Tasks; and Email Templates, Labels, and User Management.

Conventions used in this article

✓Own — The user can view, update, or delete only entities they created.

✓Any — The user can view, update, or delete any entities, including those created by other users.

✓Associated — The user can act only on entities they are associated with — for example, as a Creator, Owner, Respondent, Approver, Participant, or Task Assignee. See Assessment Roles and Managing Tasks.

✓Assigned — The user can act only on entities associated with an Assessment to which they are assigned as a Respondent. See Assessment Roles.

Assessments & Comments

Permissions for managing assessments, respondent answers, and comments and attachments on questions.

USER ROLES	PERMISSIONS
	Manage Assessments	Manage Respondent's Answers	Managing Comments & Attachments to Questions
Respondent	View associated	View associated	Add in associated View in associated Change own Delete own
Reviewer	Create View associated Search associated Change own Delete own	View associated Change if Approver	Add in associated View in associated Change own Delete own
User	Create View associated Search associated Change own Delete own	View associated Change if Approver	Add in associated View in associated Change own Delete own
User Limited	Create via smart URL View associated Search associated Change own Delete own	View associated Change if Approver	Add in associated View in associated Change own Delete own
Project Manager	Create View associated Search associated Change own Delete own	View associated Change if Approver	Add in associated View associated Change own Delete own
Policy Manager	Create View any Search any Change own Delete own	View any Change if Approver	Add in any View any Change own Delete own
Privacy Expert	Create View associated Search associated Change own	View associated Change if Approver	Add in associated Change own Delete own
Policy Manager — Collaborator	Add in any View any	View any associated Change if Approver	Add in any View any
Data Privacy Manager	Add in any View any Change any Delete any	View any Change if Approver	Add in any View any Change any Delete any
Data Privacy Manager — Collaborator	Add in any View any Change any Delete any	View any Change if Approver	Add in any View any Change any Delete any
DPM Limited	—	—	—
Non-System User	—	—	—
Admin	Add in any View any Change any Delete any	View any Change if Approver	Add in any View any Change any Delete any

Approvals, Templates & Tasks

Permissions for resolving and accepting issues, approving assessments, managing custom templates, and managing tasks.

USER ROLES	PERMISSIONS
	Resolve & Accept Issues; Approve Assessments	Manage Custom Templates (1)	Manage Tasks
Respondent	—	Link/Unlink View	—
Reviewer	Yes if assigned as Approver	Link/Unlink View	Create View own Search associated
User	Yes if assigned as Approver	Link/Unlink View	Create View own Search associated
User Limited	Yes if assigned as Approver	Link/Unlink View	Create View own Search associated
Project Manager	Yes if assigned as Approver	Link/Unlink View	Create View associated Search associated
Policy Manager	Yes if assigned as Approver	Create Link/Unlink View	Create Search any View any
Privacy Expert	Yes if assigned as Approver	Link/Unlink View	Create View associated Search associated
Policy Manager — Collaborator	Yes if assigned as Approver	Link/Unlink View	Create View any associated Search any Change any
Data Privacy Manager	Yes if assigned as Approver	Create Delete any Link/Unlink Update any View	Create View any Search any Change any
Data Privacy Manager — Collaborator	Yes if assigned as Approver	Create Link/Unlink Update any View	Create View any Search any Change any
DPM Limited	—	Create Link/Unlink Update own Update any View	—
Non-System User	—	Link/Unlink View	—
Admin	Yes if assigned as Approver	Create Delete any Link/Unlink Update any View	Create View any Search any Change any Delete any
(1) The permissions of each role on custom templates can be configured. For more information, see Configuring assessment template permissions per role.

Email Templates, Labels & User Management

Permissions for managing email templates, labels, and users in the Admin module.

USER ROLES	PERMISSIONS
	Manage Email Templates (2)	Manage Labels (3)	Manage Users (in Admin module)
Respondent	Create Delete any Link/Unlink Update any View	—	—
Reviewer	Create Delete any Link/Unlink Update any View	Create Link/Unlink View	—
User	Create Link/Unlink View	Create Link/Unlink View	—
User Limited	Create Link/Unlink View	Create Link/Unlink View	—
Project Manager	Create View	Create Link/Unlink View	—
Policy Manager	Create Delete any Link/Unlink Update any View	Create Link/Unlink View	—
Privacy Expert	Link/Unlink View	Link/Unlink View	—
Policy Manager — Collaborator	—	—	—
Data Privacy Manager	—	Create Link/Unlink View	Create View any Change any
Data Privacy Manager — Collaborator	Create Delete any Link/Unlink Update any View	Create Link/Unlink View	—
DPM Limited	—	Create Link/Unlink View	—
Non-System User	—	—	—
Admin	Create Delete any Link/Unlink Update any View	Create Delete any Link/Unlink Update any View	Create View any Search any Change any Delete any
(2) All roles except Admin do not have permissions on email templates by default. Users with Admin Role privileges can configure the permissions for each role in line with their access limitation policies. For more information, see Configuring email template permissions per role. (3) Users with Admin Role privileges can configure the permissions of each role on labels. For more information, see Configuring labels permissions per role.

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