User Roles give Users access to the various modules within the System.  When creating new roles you will be asked to associate Permissions to these roles which will give the Users that assigned the role access to perform various functions within the module.


Permissions


Each of the user roles has a permission that reflects which modules are available to your organization. The new permissions available for each module are:

  • View - This allows the user to view the module, but not effect any changes to the module
  • Edit - This allows the user to create, edit and delete functions within the module; they will have full control over changes
  • None - No access to the user to the module


Module Permissions


The permissions scheme directly reflects the modules available to your instance of RiskTool. Modules are the categorization method used to organize the functionality of your system. Depending on which platform you are using, you may have some or all of the following modules:

 

  • Administration
  • Network Security (RA Force customers only)
  • Training
  • Policies
  • Inspection Checklists
  • Best Practice Assessments
  • Resources


System Provided User Roles


The System comes pre-populated with several User Roles:

  • Administrator - Allows users with this role to manage your system with edit access to all modules
  • Security Manager - Allows users to manage the network security module only
  • Training Manager - Allows users to to manage the training modules only
  • Compliance Manager - Allows users to manage the best practice assessments, inspection checklists, and policies modules
  • Resource User - Allows users to view the resources module only
  • User - No access to any modules; this user can only take assigned tasks within the system


To view the specific permissions with each of these System Provided User Roles you can click on the desired Role to view the associated modules it has access to.


Custom User Roles


System Administrators may create Custom Roles to assign their internal User to.  These are useful for those Customers who want to take an advanced approach to managing what their Users have access to and can view within the System.  


Adding Custom User Roles


To add a new User Role navigate the following steps from the Main Dashboard in the System:

  1. Click the "Users" tab located on the left side of the screen
  2. Select "User Roles" from the drop-down menu
  3. In the blue bar at the top of the screen click "Add New User Role"
  4. Enter all fields with red stars at a minimum - red stars indicate required fields
  5. Provide a "Name" for the User Role
  6. Fill in the desired "Permissions" and their Settings you'd like the role to have access to
  7. Save the form


Deleting Custom User Roles


To delete an existing Custom User Role navigate the following steps from the Main Dashboard in the System:

  1. Click the "Users" tab located on the left side of the screen
  2. Select "User Roles" from the drop-down menu
  3. Select the Role you'd like to Delete
  4. In the blue bar at the top of the screen click the "Edit this User Role" link 
  5. In the blue bar at the top of the screen click the "Delete" link 
  6. A pop-up will ask "Are you sure you want to delete this User Role?"
  7. Select "YES"
  8. The User Role should no longer appear in your list of User Roles


Note: If you have existing Users in the role you are attempting to delete they will be moved into the system provided "Users" role.  You will be prompted to accept this action prior to it occurring. 


Note: Only Custom User Roles can be deleted.  System User roles cannot be deleted.


Editing Custom User Roles


To edit an existing Custom User Role navigate the following steps from the Main Dashboard in the System:

  1. Click the "Users" tab located on the left side of the screen
  2. Select "User Roles" from the drop-down menu
  3. Select the Role you'd like to Edit
  4. In the blue bar at the top of the screen click the "Edit this User Role" link 
  5. Make necessary changes
  6. Save form by clicking "Update" in the bottom left-hand corner of the form


Note: Only Custom User Roles can be edited.  System User roles cannot be edited or deleted.