User Management & RBAC
Manage user roles and permissions
Role Definitions & Permissions
Standard roles with predefined permission sets
InfoSec Manager
6 permissionsFull administrative access to all modules
CreateReadUpdateDeleteExportApprove
IT Contributor
3 permissionsCan create and update records, limited delete access
CreateReadUpdate
Vendor Manager
4 permissionsManage vendor assessments and workflows
CreateReadUpdateExport
BCP Coordinator
4 permissionsBusiness continuity planning and testing
CreateReadUpdateExport
Auditor
2 permissionsRead-only access with export capabilities
ReadExport
Board Viewer
2 permissionsDashboard and board reports access only
ReadExport
Active Users
Manage user roles and access
John Smith
john.smith@creditunion.org
InfoSec Manager
Sarah Johnson
sarah.johnson@creditunion.org
Vendor Manager
Mike Davis
mike.davis@creditunion.org
IT Contributor
Lisa Chen
lisa.chen@creditunion.org
BCP Coordinator
Tom Wilson
tom.wilson@creditunion.org
Auditor
Board Member
board@creditunion.org
Board Viewer
Module Access Control
Configure which roles can access specific modules
Dashboard & Command Center
All roles
Board Reports
InfoSec Manager, Board Viewer
NCUA Exam Binder
InfoSec Manager, Auditor, Board Viewer