Manage permissions

Permissions dictate user access controls within the ValidMind Platform, and are associated with specific roles. Assign granular permissions to roles according to your organization’s custom requirements.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Default permissions

Steps

When assigning permissions to roles, ensure they align with the role’s intended responsibilities and access requirements.

Please note that the Customer Admin role has the highest level of access and as such its permissions cannot be modified.

1. In the left sidebar, click Settings.

2. Under User Permissions, select Permissions.

3. Add or delete roles from a specific permission:

   • To assign a role to a permission, click +, then select the permission from the drop-down menu.
   • To remove a role from a permission, click next to the specified role.

   For example, to grant the Developer role the permission to update an existing template:

   1. Locate Update Template under Template.
   2. Click + and select Developer from the drop-down menu.

Default permissions

The following tables outline the default roles and stock permissions provided by ValidMind:

Workflow

Workflow permissions

Permission	Customer Admin	Developer	Validator
Create Workflow
Read Workflow
Delete Workflow
Update Workflow

Role

Role permissions

Permission	Customer Admin	Developer	Validator
Create Role
Update Role
Delete Role
Read Role

Model

Model permissions

Permission	Customer Admin	Developer	Validator
Log Tracking
Update Model
Download VR
Delete Model
Download Doc
Read Model
Create Model

Severity

Severity permissions

Permission	Customer Admin	Developer	Validator
Read Severity

Assessment Option

Assessment Option permissions

Permission	Customer Admin	Developer	Validator
Read Assessment Option
Add Assessment Option
Delete Assessment Option
Update Assessment Option

Guideline

Guideline permissions

Permission	Customer Admin	Developer	Validator
Read Guideline
Add Guideline
Delete Guideline
Update Guideline

Business Unit

Business Unit permissions

Permission	Customer Admin	Developer	Validator
Read Business Unit
Add Business Unit
Update Business Unit
Delete Business Unit

Status

Status permissions

Permission	Customer Admin	Developer	Validator
Read Status
Add Status
Update Status
Delete Status

Group

Group permissions

Permission	Customer Admin	Developer	Validator
Create Group
Read Group
Update Group
Delete Group

Use Case

Use Case permissions

Permission	Customer Admin	Developer	Validator
Read Use Case
Add Use Case
Update Use Case
Delete Use Case

Risk Area

Risk Area permissions

Permission	Customer Admin	Developer	Validator
Read Risk Area
Update Risk Area
Delete Risk Area
Add Risk Area

Template

Template permissions

Permission	Customer Admin	Developer	Validator
Duplicate Template
Update Template
Read Template
Create Template
Delete Template

User

User permissions

Permission	Customer Admin	Developer	Validator
Create User
Update User
Delete User
Read User

Organization

Organization permissions

Permission	Customer Admin	Developer	Validator
Read Organization
Update Organization
Invite User Organization
Create Organization
Delete Organization

Validation Report

Validation Report permissions

Permission	Customer Admin	Developer	Validator
Add Block VR
Remove Block VR
Update VR
Add Comment VR
Swap Template VR
Read VR
Assess Guideline

Documentation

Documentation permissions

Permission	Customer Admin	Developer	Validator
Add Block Doc
Remove Block Doc
Update Doc
Add Comment Doc
Swap Template Doc
Read Doc

Finding

Finding permissions

Permission	Customer Admin	Developer	Validator
Delete Finding
Add Finding
Add Finding Comment
Update Finding
Read Finding