Profile Permissions
The below table shows the standard profile types available in Validis and their respective permissions.
Users | Engagements | Customization | Reports | API | |
Client Admin |
Create Manage (view, edit) Delete lower-level users Search (by name) Filter (by profile) |
Create Manage ALL (view, edit, disable, re-enable, delete) Search (by name) Filter (owner, relationship manager, agent, status) View ALL SME Data |
Branding T&C / Eula Notifications Strings Support |
Select criteria Generate usage reports |
Activate API Keys |
Client Manager |
Create users of the same or lower level Manage Users of same or lower level (view, edit) Search (by name) Filter (by profile) |
Create
Manage ALL (View, edit, disable, re-enable, delete) Search (by name) Filter (owner, relationship manager, agent, status) View ALL SME Data |
x | x | x |
Full Engagement Manager | x |
Create View ALL Manage own Engagements* (View, edit, disable, re-enable, delete) Search (by name) Filter (owner, relationship manager, agent, status) View ALL SME Data |
x | x | x |
Relationship Manager | x |
Create Manage assigned Engagements** (View & delete) Search (by name) Filter (owner, relationship manager, agent, status) View assigned SME Data** |
x | x | x |
Engagement Agent | x |
View Assigned Engagements only Search (by name) Filter (owner, relationship manager, agent, status) No access to any SME data |
x | x | x |
Branding Manager | x | x |
Branding T&C / Eula Notifications Strings Support |
x | x |
SME Contact | x |
Upload data or backup files into assigned Engagements*** Search (by name) Filter (owner, relationship manager, agent, status) |
x | x | x |
* These functions are limited to Engagements they have created themselves.
** These functions are limited to Engagements they have created themselves or Engagements to which they have been added in the role of Relationship Manager.
*** These functions are limited to Engagements to which they have been added in the role of SME Contact.