🪜User management

Add and configure users and their permissions.

When onboarded into the Portal, only Software Secured can assign Org Admins. Once the Org Admins are assigned for the project, they will receive access to Portal to begin assigning Project Admins and Members.

---

Roles and permissions

To ensure the safety and access levels for sensitive information, you must select the roles and permissions for each new user in Portal.

• Org Admin

  • Added by Software Secured.

  • Has all the privileges across all projects.

  Multiple Org Admins can be assigned to your Portal tenant. To add more Org Admins, contact [e-mail].

• Project Admin

  • Added by an Org Admin.

  • Has all the privileges for specific projects that they are assigned to.

• Member

  • Added by both Org Admins and Project Admins.

  • Only has access to the projects that they have been added to.

---

User permission table

The following table lists all the roles and the default granular permissions that can be given to each role.

Portal supports granular permissions, meaning you can assign any user to only have specific permissions from their role.

For example, you can configure Member 1 to be able to request retests and remove that permission for Member 2, or you could give Project Admin 1 permission to accept risk and remove that permission for Project Admin 2.

Org Admin

Add New Users

✅

Change Project SLA's

✅

Download Report / Certificate

✅

Accept Risk

✅

Request Retest

✅

Request Consulation

✅

Fill Checklist

✅

Remove User

✅

Manage Integrations

✅

Project Admin

Add New Users

✅ ^{_{(Own projects only)}}

Change Project SLA's

✅

Download Report / Certificate

✅

Accept Risk

✅

Request Retest

✅

Request Consulation

✅

Fill Checklist

✅

Remove User

❌

Manage Integrations

❌

Member

Add New Users

❌

Change Project SLA's

❌

Download Report / Certificate

✅

Accept Risk

❌

Request Retest

✅

Request Consulation

✅

Fill Checklist

✅

Remove User

❌

Manage Integrations

❌

---

Adding users in Portal

1. In the header, navigate to the user profile menu and click Settings (or Users if you are a Project Admin).

User profile menu on the dashboard

1. In the Team table, click Add User.

Team table section of the Settings page

1. Enter an email address and choose the role and projects for the new user.

2. Optional: Customize each role by adding or removing user permissions as required.

   
3. Click Add.