Assign roles to your team members that define what they can accomplish within MineOS.
1. Assigning Roles and Permissions
There are five roles one can have in MineOS, most of which are assigned when inviting a new user to the account through the invite a teammate flow:
- Admin: Can perform all operations in the platform and manage other roles.
- Agent: A user with full access, but cannot manage roles except for adding Reviewers.
- Reviewer: A user with the right to view some parts of the account and leave feedback.
- DSR Manager: A user primarily restricted to features relevant for DSR Handling and little else.
- Data Inventory Manager: A user with administrative oversight of data and data asset inventory specifics.
Assigning Roles for New Users
The Admin is the first teammate that signed up for MineOS. In other words, the person creating the MineOS account will automatically be assigned as an Admin.
When additional teammates are invited, the Admin will choose which roles they're assigned. Agents are able to invite users but users invited by an Agent can only be assigned the Reviewer role.
Assigning Roles for Existing Users
Roles can be changed from the initially-assigned role for existing users, though only an Admin has this ability. There can be multiple Admins.
There must always be at least one Admin. Unless you have that role we will not allow you to remove it and change which teammate is Admin.
2. Role Definitions
Find a more detailed breakdown of feature access by role below:
Module |
Page |
Admin |
Agent |
DSR Manager |
Data Inventory Manager |
Reviewer |
- |
Home |
V |
V |
V |
V |
- |
- |
Tasks |
V |
V |
V |
V |
V |
- |
Dashboard |
V |
V |
Only the “DSR” tab |
Only “Inventory” & “Classifications” |
- |
Inventory |
Data Sources |
V |
V |
- |
V |
- |
Inventory |
Radar |
V |
V |
- |
V |
- |
Inventory |
Radar Setup |
V |
V |
- |
- |
|
Inventory |
Employees |
V |
V |
- |
V |
- |
Inventory |
Data Classifier |
V |
V |
- |
V |
- |
Compliance |
Processing Activities |
V |
V |
- |
V |
- |
Compliance |
Risk Management |
V |
V |
- |
V |
- |
Compliance |
Business Impact Assessments |
V |
V |
- |
V |
- |
Compliance |
DPO Advisor |
V |
V |
V |
V |
- |
Compliance |
Policies |
V |
V |
- |
- |
- |
Compliance |
Unused Assets |
V |
V |
- |
V |
- |
DSR Handling |
Requests |
V |
V |
V |
- |
- |
DSR Handling |
Privacy Center |
V |
V |
V |
- |
- |
DSR Handling |
Templates & Rules |
V |
V |
V |
- |
- |
DSR Handling |
Email Forwarding |
V |
V |
V |
- |
- |
DSR Handling |
Connect Mine customers (ability, not a page) |
V |
V |
- |
- |
|
Consent Mgmt. |
Consent Mgmt. |
V |
V |
- |
- |
- |
DSR Handling |
User Search |
V |
V |
V |
- |
- |
- |
What's New |
V |
V |
V |
V |
V |
- |
Help Center |
V |
V |
V |
V |
V |
Account |
Settings menu item |
V |
V |
V |
V |
V |
Account |
Pricing menu item |
V |
V |
- |
- |
- |
Settings |
General/My Profile |
V |
V |
V |
V |
V |
Settings |
General/Account |
V |
V |
- |
- |
- |
Settings |
DSR/Configuration |
V |
V |
- |
- |
- |
Settings |
DSR/Branding |
V |
V |
V |
- |
- |
Settings |
Data Inventory: Properties |
V |
V |
- |
- |
- |
Settings |
Data Inventory: Classifications |
V |
V |
- |
- |
- |
Settings |
Data Inventory: Activities |
V |
V |
- |
- |
- |
Settings |
Developers |
V |
V |
- |
- |
- |
Next steps...
Setup SSO access for teammates you've invited to your MineOS account? Now let's add your company's domain to MineOS.