User Groups

The User Groups screen displays a list of all User Groups.

The Default User Group provides access to the Client Portal without any restrictions.

You can use the Default User Group for all users. However, if you want to provide role-based access control for assessments or third party incident response, the Global Admin can create User Groups.

For each feature, you can specify whether the group has View only access or has Edit access and can create, update, and delete as applicable to a feature. 

Create a User Group

1. Navigate to Company Profile > Users > User Groups.
2. Click Add New User Group.

3. In User Group Information, specify the Group Name. 
4. In Group Permissions - Assessments, specify the permissions:

• Requests: Indicate whether the User Group can View or Edit assessment requests. 
• Status: Indicate whether the User Group can View or Edit the status of assessment requests.
• Results: Indicate whether the User Group can View or Edit the results of assessments (Executive Summaries).
• Vendor Responses: Indicate whether the User Group can View or Edit vendors responses to assessments.
• Remediation: Indicate whether the User Group can View or Edit a vendors remediation of gaps.

5. In Group Permissions - Third Party Incident Response, indicate whether the User Group can view or edit the TPIR Vendor List of vendors participating in third party incident response. 

6. Click Save User Group.

Update a User Group

1. Navigate to Company Profile > Users > User Groups.
2. Click the Actions button.
3. Make the necessary changes.
4. Click Save User Group.

Change a User's Role to Group Manager

By default the Global Admin role is also the Group Manager role. 

You can assign the Group Manager role to a different user. 

1. Navigate to Company Profile > Users > Users. 
2. Locate the user. Tip: Click any of the column headers to sort on that column.
3. Click the Actions button.
4. In the User Information section, select the User Group
5. In the User Information section, check Group Manager. 
6. Click Save User.