User Settings (Alerts, Notifications, & Email) permissions by role and by action

User settings cover the Trust Management Hub daily digest email, the company-wide distribution email list, admin-defined alert sets, and a user's own alerts. A user's role determines who can change each setting. Bitsight Support cannot manage user settings or alert settings on behalf of users. This article lists the user settings permissions for each role and for each action.

Roles referenced on this page: Users with the Admin, Group Admin, Portfolio Manager, Operations, Internal Business User, User, or View Only role.

What can my role do?

Use this section to find everything a specific role can and can't do with user settings. For a breakdown by action instead, see By action below.

What can an Admin do with user settings?
  • Can set up the daily digest email in Trust Management Hub.
  • Can set up the company-wide email distribution list.
  • Can modify admin-defined alert sets.
  • Can set up alerts for themselves.
What can a Group Admin do with user settings?
  • Can set up alerts for themselves.
  • Cannot set up the company-wide email distribution list.
  • Cannot modify admin-defined alert sets.
  • The daily digest email does not apply to this role.
What can a Portfolio Manager do with user settings?
  • Can set up alerts for themselves.
  • Cannot set up the company-wide email distribution list.
  • Cannot modify admin-defined alert sets.
  • The daily digest email does not apply to this role.
What can an Operations user do with user settings?
  • Can set up the daily digest email in Trust Management Hub.
  • Cannot set up the company-wide email distribution list.
  • Modifying admin-defined alert sets and setting up alerts do not apply to this role.
What can an Internal Business User do with user settings?
  • Cannot set up the daily digest email.
  • Cannot set up the company-wide email distribution list.
  • Modifying admin-defined alert sets and setting up alerts do not apply to this role.
What can a User do with user settings?
  • Can set up alerts for themselves.
  • Cannot set up the company-wide email distribution list.
  • Cannot modify admin-defined alert sets.
  • The daily digest email does not apply to this role.
What can a View Only user do with user settings?
  • Cannot set up the daily digest email.
  • Cannot set up the company-wide email distribution list.
  • Modifying admin-defined alert sets and setting up alerts do not apply to this role.

By action

Permissions key

✅ = Is permitted.

❌ = Not permitted.

➖ = Not applicable and not permitted.

Set up the daily digest email 
in the TMH application

✅ Admins and Operations can do this.

❌ Internal Business Users and View Only cannot do this.

➖ Not applicable to Group Admins, Portfolio Managers, and Users.
 

Set up a company-wide 
email distribution list

✅ Only Admins can do this.

❌ No other role can set up the email distribution list.
 

Modify Admin-defined alert 
sets

✅ Only Admins can do this.

❌ Group Admins, Portfolio Managers, and Users cannot do this.

➖ Not applicable to Internal Business Users, Operations, and View Only.

Good to know: Admin-defined alert sets are system-wide alerts based on program policy, typically structured by tier.
 

Set your alert settings

✅ Admins, Group Admins, Portfolio Managers, and Users can do this.

➖ Not applicable to Internal Business Users, Operations, and View Only.
 

Publish Date or Recent Edits
  • January 14, 2026: Removed Beacon mentions.
  • January 15, 2025: Support permissions.
  • January 3, 2025: Alert Set permissions; Daily Digest Email permissions.
  • November 25, 2024: Separated from User Permissions and added VRM/TMH roles.
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