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Manage User Roles and Permissions

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

Screenshot 2023-11-09 at 11.05.17

  1. Admin: Can perform all operations in the platform and manage other roles.
  2. Agent: A user with full access, but cannot manage roles except for adding Reviewers.
  3. Reviewer: A user with the right to view some parts of the account and leave feedback.
  4. DSR Manager: A user primarily restricted to features relevant for DSR Handling and little else.
  5. 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.