Permissions: Assessments

Refer to the following permissions for setting up assessments.

Access Assessments Overview

✅ Admin

➖ Group Admin

❌ Internal Business User

✅ Operations

➖ Portfolio Manager

➖ User

✅ View Only

Perform Assessments

✅ Admin

➖ Group Admin

✅ Internal Business User – Perform assessments for assigned vendors.

✅ Operations

➖ Portfolio Manager

➖ User

❌ View Only

View Assessments

✅ Admin

➖ Group Admin

✅ Internal Business User – View assessments for assigned vendors.

✅ Operations

➖ Portfolio Manager

➖ User

✅ View Only

  • December 4, 2024: Access Assessments Overview.
  • November 22, 2024: Separated from User Permissions and added VRM/TMH roles.
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