Overview
There are seven types of Validis user profiles and each has different levels of access to features and functions across the Validis system.
Depending on your user profile the options you see when you log on to Validis will change. For example, a Branding Manager will only see the Branding section of the Validis portal and all other options will be hidden from view.
Summary of Permissions
Client Admin
The profile is the "Master" administrator profile for a Client. This is typically the first user invited to join Validis for a Client. This profile can access all branding, customize notifications and strings, manage users, manage Engagements, and view overall usage statistics.
The Client Admin is the only profile that can generate usage reports within Validis.
Client Manager
The Client Manager profile is ideally suited to users who need full management of all SME engagements and are allowed to view all SME data in Validis.
A Client Manager can create and manage all Engagements (create, edit, disable, re-enable, and delete).
A Client Manager can also create new users but once active they cannot edit, disable, or delete any user.
A Client Manager has access to all SME data in the Validis system.
A Client Manager cannot access customization or branding features, this profile is focused on Client Management only.
Full Engagement Manager
This Profile allows the creation of Engagements and can view all Engagements on the portal.
A Full Engagement Manager cannot create or view users (except for those invited during the creation of an Engagement) and they cannot access customization or branding features. This profile is focused on the creation and management of all Engagements across the Validis Client.
Relationship Manager
This Profile allows the creation of new Engagements. They can only view engagements they created or have been added as a team member.
The Relationship Manager can only modify Engagements they created or have been added as a team member.
A Relationship Manager cannot create or view users (except for those invited during the creation of an Engagement) they cannot access customization or branding features. This profile is focused on the creation and viewing of assigned Engagements only.
Engagement Agent
This Profile allows the user to view a list of Engagements in which they have been added to the team as an Engagement Agent. They cannot modify or view the membership details of the Engagement.
The Engagement Agent can only view SME data on the engagement to which they are assigned. They do not have access to other areas of Validis.
Branding Manager
The Branding Manager profile is restricted to modification of all brand/notification/string and Terms (EULA) customization features.
The Branding Manager has no access to Users, Engagements, or SME data and cannot perform any Client management role.
The Branding Manager is for setting up the visual look and feel of the Validis Client only.
SME Contact
The SME Contact is an end-user profile for uploading data to Validis via Validis Connect. There must be at least one SME Contact on an Engagement.
This is the only profile type that can upload data to an Engagement.
An SME Contact has no access to any administration features of Validis and they cannot view SME data.