Continuous Compliance Documentation
Continuous Compliance Documentation
Breadcrumbs

Inviting Users | Assigning roles & permissions

You can give access to people in your organization and assign the appropriate roles and permissions.

  1. Login and navigate to your profile to the top right corner and click My Profile.

  2. In the profile pop-up, click on Users in the left pane and click Invite Users.

  3. Enter all details and click Invite.

  4. The invited user will get an email with link to log into COMPASS. Watch this video:


Roles & Permissions

  1. To assign roles and permissions to users follow steps 1 & 2.

  2. Assign the appropriate role to the user based on the permissions listed below.

 

 

Task Owner

Integrations Manager

Compliance Manager

Admin

Issue Creator

Issue Approver

Issue Owner

Control owner

Control

Create

N

N

Y

Y

N

N

N

N

Read/View

Y

Y

Y

Y

Y

Y

Y

Y

Update

N

N

Y

Y

N

N

N

Y

Delete

N

N

Y

Y

N

N

N

N

Task

Create

N

N

Y

Y

N

N

N

Y

Read/View

Y

Y

Y

Y

Y

Y

Y

Y

Update

Y

N

Y

Y

N

N

N

Y

Delete

N

N

Y

Y

N

N

N

Y

Uploading  Artifacts

Y

N

Y

Y

N

N

N

Y

Issue

Create

N

N

Y

Y

Y

Y

N

Y

Read/View

Y

Y

Y

Y

Y

Y

Y

Y

Update

Y

N

Y

Y

Y

N

Y

Y

Delete

N

N

Y

Y

Y

N

N

Y

Domain

Create

Y

N

Y

Y

N

N

N

Y

Read/View

Y

N

Y

Y

Y

Y

Y

Y

Update

N

N

Y

Y

N

N

N

Y

Delete

N

N

Y

Y

N

N

N

N

Comments

Create

Y

N

Y

Y

N

N

Y

Y

Read/View

Y

N

Y

Y

Y

Y

Y

Y

Update

Y

N

Y

Y

N

N

N

Y

Delete

N

N

Y

Y

N

N

N

N

Users

Create

Y

N

Y

Y

N

Y

Y

Y

Read/View

Y

N

Y

Y

Y

N

Y

Y

Update

N

N

Y

Y

N

N

N

Y

Delete

N

N

Y

Y

N

N

N

N

  1. Enter all details and click Invite.

  2. To change roles and permissions at any point of time after the user joins, you can click on the 3 dots under the ‘Actions’ column and click Edit Role.

  3. Make the necessary changes to the role and Save Changes. See this video: