Create Roles

How to Create Roles within Risk Cloud

Introduction to Roles

Roles allow Risk Cloud Administrators to provide users access to Risk Cloud so that they are able to perform work in the platform. A Role consists of a collection of users corresponding to the organization’s hierarchy (eg. “Manager” or “Executive”) that are associated with (a) Module Entitlements, which allow users access to Risk Cloud capabilities such as the ability to modify Table Reports or Application configurations and (b) Permission Sets, which determine the Steps in which users can view and/or edit Records.

This article will take you through the steps involved in creating a Role, adding users to the Role, and granting access through Module Entitlements and Permission Sets.

Follow the steps below to create a new Role.

1. Navigate to Build > Access.

2. Click + New Role

Note that only Users with the 'Admin odule Entitlement will be able to see the 'Roles' tab.

3. Enter a Role Name in the modal that pops up. You can also check Set as Default Role if you want any new user added to Risk Cloud to be automatically granted the Role. Click Save Role.

Add Users

1. Navigate to the Users tab.

2. Use the search bar to search for and select users to add to the Role.

Configure Access

As mentioned earlier, access is provided through Module Entitlements and Permission Sets.

Module Entitlements

Module Entitlements provide access to capabilities in Risk Cloud, such as the ability to Import data, view Table and Visual Reports, and alter the configuration of Applications.

To add a Module Entitlement to a Role, check the relevant entitlement and then click the book icon or the pencil icon for read-only and edit access respectively.

If you want users to only view and edit the Records they are assigned, do not add any Entitlements to the Role. Refer to the Module Entitlements for Roles article for more information.

Permission Sets

Permission Sets determine the Step in which users can view and edit Records. This article assumes that you have already created the required Permission Sets.

To add Permission Sets to the Role, navigate to the Steps tab, and select the appropriate Permission Set from the drop-down.

Once you have added the appropriate Permission Sets, click Save Role. You've successfully created a new Role in Risk Cloud!

Best Practices for Managing Power Users

To help effectively manage your Power Users (both for licensing and security purposes), we recommend creating the following two Roles:

Power User - Admin: This Role will only contain the "Admin - All" Module Entitlement.
Power User - Build: This Role will contain all Module Entitlements except the "Admin - All" Entitlement.

No Permission Sets should be added to either of these Roles since Application permissions should since these two Roles should be used across functions and Applications to manage Power Users. Additionally, the "Admin - All" and "Build" Module Entitlements should not be added to any other Roles.