Role Management

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Introduction

User Roles within the SAFE application empower administrators to control data access and user actions. This document serves as a guide to comprehending the various levels of data accessibility and action permissions associated with each User Role.

SAFE provides two standard roles and the flexibility to create Custom Roles tailored to your specific needs.

Standard User Role

The following two standard User Roles are available in SAFE:

Admin
Viewer

Custom Role Overview

A Custom Role in SAFE enables administrators to finely control read and write access for users within specified Groups. This allows for the creation of custom roles by selecting groups and assigning read/write permissions accordingly. Multiple Custom Roles can be created to align with diverse business requirements. Once a custom role is created, a user can be assigned one of these roles.

Note

Please be aware that a maximum of 20 Custom Roles can be created. If there is a requirement for additional Custom Roles beyond this limit, kindly reach out to SAFE Support or submit a Service Request for further assistance.

Creating a Custom Role

Follow these steps to create a Custom Role in SAFE:

Navigate to Settings > Role Management.
Click on the Add Role button.
Enter a Name for the Role.
Specify read and write permissions for each group by selecting the checkboxes.
Utilize the filter option to streamline the display of relevant groups.
Click the Save button. The system will create the Custom Role, making it accessible within the role selection when inviting a user to SAFE.

Assign a custom role to users

Once a custom role is created, you can assign the role to existing users and select this role while inviting a new user. Refer to User Management for more details.

Editing or Deleting Custom Roles

In the SAFE application, you have the flexibility to edit or delete custom roles based on your evolving organizational needs.

Editing a Custom Role

Navigate to Settings > Role Management.
Click on the three-dot options menu for the custom role you wish to edit.
From the menu, select the Edit option.
Modify the role name or adjust read/write permissions for the associated groups as needed.
Click the Save button.

Deleting a Custom Role

Note

Before deletion, make sure that the user role is not currently assigned to any user.

Navigate to Settings > Role Management.
Click on the three-dot options menu for the custom role you wish to delete.
From the menu, select the Delete option.
Click the Delete button on the confirmation screen.

User Role Access

Category	Features	Standard Role		Custom Roles
Category	Features	Admin	Viewer	Write	Read
Dashboards	View all Dashboards	Yes	Yes	Yes	Yes
	Add Dashboard	Yes	Yes	Yes	Yes
	Duplicate Dashboard	Yes	Yes	Yes	Yes
	Delete Dashboard	Yes	Yes	Yes	Yes
Risk Scenarios	Create Risk Scenarios	Yes	No	Yes	No
	View Risk Scenarios	Yes	Yes	Yes	Yes
	Edit Risk Scenario	Yes	No	Yes	No
	Duplicate Risk Scenario	Yes	No	Yes	No
	Delete Risk Scenario	Yes	No	Yes	No
	Edit Control Parameters	Yes	No	Yes	No
	View Scoring Factors	Yes	Yes	Yes	Yes
	Edit Scoring Factors	Yes	No	Yes	No
Groups	Create Group	Yes	No	No	No
	View Groups List	Yes	Yes	Yes	Yes
	Edit Group	Yes	No	No	No
	Duplicate Group	Yes	No	No	No
	Delete Group	Yes	No	No	No
	View Questionnaire	Yes	Yes	Yes	Yes
	Submit Questionnaire Assessment	Yes	No	Yes	No
	Reuse Existing Questionnaire Assessment	Yes	No	Yes	No
	Controls - What If Analysis	Yes	No	Yes	No
	Edit Control Parameter	Yes	No	Yes	No
People	View Users List	Yes	Yes	No	No
	Edit Users	Yes	No	No	No
	Delete Users	Yes	No	No	No
Technology	View Asset List	Yes	Yes	No	No
	Delete Assets	Yes	No	No	No
	Edit Assets	Yes	No	No	No
	Bulk Delete Assets	Yes	No	No	No
	Bulk Edit Assets	Yes	No	No	No
Third Party	Add Third Party (Individual & Bulk Upload)	Yes	No	No	No
	View Third Parties	Yes	Yes	No	No
	Edit Third Party	Yes	No	No	No
	Delete Third Party	Yes	No	No	No
	Edit Third Party Status	Yes	No	No	No
	View Third Party Details	Yes	Yes	No	No
	Submit Questionnaire Assessment	Yes	No	No	No
	Edit Control Parameter	Yes	No	No	No
	Upload Documents	Yes	No	No	No
Integrations	View List of Supported & Configured Integrations	Yes	No	No	No
Integrations	Configure Integrations	Yes	No	No	No
Control Centre	View Controls List & Details	Yes	Yes	No	No
	Edit Control Parameter	Yes	No	No	No
	What If Analysis	Yes	Yes	No	No
	Reuse Control Maturity Assessment	Yes	No	No	No
	Reset Control Maturity Assessment	Yes	No	No	No
Questionnaire	View Questionnaires	Yes	Yes	No	No
Questionnaire	Submit Questionnaire Assessment	Yes	No	No	No
Settings	My Profile	Yes	Yes	Yes	Yes
	Security	Yes	Yes	Yes	Yes
	API Credentials	Yes	No	No	No
	User Management	Yes	No	No	No
	Role Management	Yes	No	No	No
	Invitations	Yes	No	No	No
	Custom Fields	Yes	No	No	No
	Attack Surface	Yes	No	No	No
	Company Settings	Yes	No	No	No
	Third-party Tiering	Yes	No	No	No
	Advanced	Yes	No	No	No
	About	Yes	Yes	No	No

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Custom Fields

Table of contents

Introduction
Standard User Role
Custom Role Overview
Creating a Custom Role
Editing or Deleting Custom Roles
User Role Access