User Roles

Full administrative access to the Bitsight account, including having insight into product usage of various users and the ability to delegate the management of portfolios to division leaders and other departments.

Admins can create groups, modify groups, add users to any group, change the company limit for each group, change distribution list settings, and add companies to any group.

Slug Name: customer_admin

This user is associated with an Access Control Group. Companies can put multiple Group Admin in place, each of whom would be responsible for a business unit, department, or country division, without needing to provide the full administrative privileges of an Admin. Group Admin do not see that they are in a group.

Group Admin can modify other users and companies for their group; including add or remove companies to the group, add or remove users to the group, and add other Group Admins to their group.

Group Admin cannot modify an account’s distribution list settings, add additional groups, change group limits, modify users who are not part of the group, or assign users as an Admin.

Slug Name: customer_group_admin

This user is associated with an Access Control Group. Companies can put multiple Portfolio Managers in place, each of whom would be responsible for a business unit, department, or country division, without needing to provide the full administrative privileges of an Admin.

Portfolio Managers can add companies to their group.

They cannot modify an account’s distribution list settings, add additional groups, change group limits, or create and manage users for their group.

Slug Name: customer_portfolio_manager

This is a “read-only” role that cannot make any significant changes to the organization's settings or subscriptions. This basic access role has full access to the Bitsight platform and all add-ons the organization has purchased.

Users can view companies in the portfolio, create and share folders, submit support tickets, examine events, download/export documents (PDF and CSV).

Slug Name: customer_user

Admin have full administrative access to the Bitsight account, including insight into product usage of various users and full access to manage all aspects of the Trust Management Hub and Vendor Risk Management applications.

Slug Name: vrm_admin

Provides access and manage permissions for most aspects of the Trust Management Hub application.

Slug Name: vrm_operations

Provides access and manage permissions for most aspects of the Trust Management Hub application.

Slug Name: trust_management_sales_operations

View the Dashboard, Documents, and Connections pages. No actions are permitted.

Slug Name: vrm_view_only

Use this role to scale cross-team collaboration between Sales and GRC.

• View the Dashboard and Documents pages, but no actions are permitted.
• View the Connections page. Send out shares or cancel pending shares to other companies.
• Managing existing connections and incoming connections is not permitted.

Slug Name: trust_management_sales