Permissions: User Management

Manage users from the Users tab of the Access Control page [ Settings ➔ Access Control].

• Activity Log
• Assign Roles
• Assign a Collaboration Contact
• Assign a Subscription Contact
• Be a Collaboration Contact
• Be a Subscription Contact
• Enable Features
• View User Activity

Activity Log

Actions

Access the activity log.

Permitted Roles & Details

✅ Admin

❌ Group Admin

➖ Internal Business User

➖ Operations

❌ Portfolio Manager

❌ User

➖ View Only

Assign Roles

Actions

Assign roles or Trust Management Hub/Vendor Risk Management roles.

Permitted Roles & Details

✅ Admin – Assign any role to any user.

✅ Group Admin – Assign users as a User, Portfolio Manager, or Group Admin in the group (group access).

❌ Internal Business User

❌ Operations

❌ Portfolio Manager

❌ User

❌ View Only

Assign a Collaboration Contact

Actions

Assign a collaboration contact to receive incoming Client/Vendor Access Program invitations.

Permitted Roles & Details

✅ Admin

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

➖ Internal Business User

➖ Operations

❌ Portfolio Manager

❌ User

➖ View Only

Assign a Subscription Contact

Actions

Assign a subscription contact when other users request to add companies to your portfolio.

Permitted Roles & Details

✅ Admin

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

➖ Internal Business User

➖ Operations

❌ Portfolio Manager

❌ User

➖ View Only

Be a Collaboration Contact

Actions

Be assigned as a collaboration contact to receive incoming Client/Vendor Access Program invitations.

Permitted Roles & Details

✅ Admin

✅ Group Admin

➖ Internal Business User

➖ Operations

✅ Portfolio Manager

✅ User

➖ View Only

Be a Subscription Contact

Actions

Be assigned as a subscription contact when users request to add a company to the portfolio.

Permitted Roles & Details

✅ Admin

✅ Group Admin – Be assigned on behalf of the group (group access).

➖ Internal Business User

➖ Operations

✅ Portfolio Manager – Be assigned on behalf of the group (group access).

❌ User

➖ View Only

Enable Features

Actions

Enable features for a user.

Permitted Roles & Details

✅ Admin

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

❌ Internal Business User

❌ Operations

❌ Portfolio Manager

❌ User

❌ View Only

View User Activity

Actions

Generate a Platform Usage report.

Permitted Roles & Details

✅ Admin

✅ Group Admin

➖ Internal Business User

➖ Operations

✅ Portfolio Manager

❌ User

➖ View Only