Detailed User Profile Permissions Table – Validis Support

Profile Permissions

The table below shows the standard profile types available in Validis and their respective permissions.

Profile	Manage Branding	Manage Users	Create Engagements	Manage All Engagements	View All Engagements	View Own Engagements	View Client Data	Upload Data	Usage Report
Portal Admin	Yes ✅	Yes ✅ (create, edit, disable, delete)	Yes ✅	Yes ✅	Yes ✅	Yes ✅	Yes ✅	No❌	Yes ✅
Client Manager	No❌	Yes ✅ (create only)	Yes ✅	Yes ✅	Yes ✅	Yes ✅	Yes ✅	No❌	No❌
Full Engagement Manager	No❌	No❌	Yes ✅	Yes ✅	Yes ✅	Yes ✅	Yes ✅	No❌	No❌
Relationship Manager	No❌	No❌	Yes ✅	Limited (only own/assigned)	No❌	Yes ✅	Yes ✅ (only own/assigned)	No❌	No❌
Engagement Agent	No❌	No❌	No❌	No❌	No❌	Yes ✅ (only assigned)	Yes ✅ (only assigned)	No❌	No❌
Branding Manager	Yes ✅	No❌	No❌	No❌	No❌	No❌	No❌	No❌	No❌
Client	No❌	No❌	No❌	No❌	No❌	No❌	No❌	Yes ✅	No❌

✅=Yes

❌=No