Permissions: Access Control

The Access Control page allows you to manage Access Control Groups, companies in the group, and users.

• Companies Tab
• Groups Tab
• Users Tab

Permissions Key

✅ = Is permitted.

❌ = Not permitted.

➖ = Not applicable and not permitted.

Companies Tab

Actions

Modify companies in a group, including:

• Add companies to a group.
• Remove companies in a group.

Permitted Roles & Details

✅ Admin

✅ Group Admin – Remove companies from their group (group access).

❌ Internal Business User

❌ Operations

✅ Portfolio Manager – Remove companies from their group (group access).

❌ User

❌ View Only

Groups Tab

Actions

Groups tab actions, including:

• Allocate subscriptions for a group; Set the flexibility for Group Admins and Portfolio Managers to manage the companies in the group.
• Create groups.
• Delete groups.
• Set access to rating bundles for a group.
• Set company details (tiers, life cycles, and relationships) as either global or group access.
• Set the default group, which assigns newly created users to it.

Permitted Roles & Details

✅ Admin

❌ Group Admin

❌ Internal Business User

❌ Operations

❌ Portfolio Manager

❌ User

❌ View Only

Users Tab

Actions

Assign users to a group.

Permitted Roles & Details

✅ Admin

❌ Group Admin

➖ Internal Business User

➖ Operations

❌ Portfolio Manager

❌ User

➖ View Only

Actions

• Create users.
• Delete users.
• Edit user information.
• Resend the activation email.

Permitted Roles & Details

✅ Admin

✅ Group Admin – Edit users in the group (group access).

❌ Internal Business User

❌ Operations

❌ Portfolio Manager

❌ User

❌ View Only