User Management

Key Features

1. View Users

   • Displays a list of all users with details such as:

     • First Name & Last Name

     • Email

     • Assigned Module(s) (e.g., Beyond Compliance, Risk Monitoring)

     • Role(s) (e.g., Compliance User, Beyond Cash Admin)

     • Status (Active/Inactive)

2. Search Users

   • Use the Search bar to quickly locate a user by name or email.

    

Invite New Users

1. 1. Click the + Invite User button to add new team members.

   2. Fill in:

      1. First Name

      2. Last Name

      3. Email

      4. Roles (select from predefined roles based on system permissions)

   3. Click Invite to send an invitation.

   4. Active users are shown with a green dot and marked Active.

   5. Inactive users are shown with a red dot and marked Inactive.

       

Managing Users

Editing or Removing a User

• Use the three-dot menu (⋮) next to a user’s name for actions like:

  • Editing user details

  • Changing role assignments

  • Deactivating or removing a user

Assigning Roles

• Roles align with modules (e.g., Beyond Compliance, Risk Monitoring, General).

• A single user can have multiple roles spanning across modules.

Roles & Permissions 

1. Creating a New Role

1. 1. Navigate to User Management → Roles & Permissions.

   2. Click New Role.

   3. Fill in the required fields:

      • Role Name → Enter a descriptive name (e.g., Compliance Officer, IT Auditor).

      • Module Access → Choose the module(s) the role applies to (e.g., Beyond Compliance).

   4. Click the + (Add Permission) button to configure permissions.

Setting Permissions

When setting up permissions, you can define what the role can access within the selected module.

Available Permissions (Example: Beyond Compliance Module)

• Task Management → Grants access to create and manage tasks 

• Dashboard → Grants access to compliance dashboards.

• Requirement → Controls ability to view and manage compliance requirements.

• Metrics → Grants access to the metrics library.

• Document Library → Allows access to uploaded compliance documents.

• Custom Framework→ Allows access to create custom framework.

• Report Management → Controls ability to access and manage compliance reports.

• Data Management→ Allows access to upload and manage datasets on the compliance platform 

Steps to Configure Permissions

1. For each section (e.g., Dashboard, Requirement, Metrics, etc.), click the Access level dropdown.

   • Options typically include:

     • No Access → User will not see the option/ does not have access to this feature

     • Read Only → User can see but not change.

     • Editor → User can view, create, and edit.

2. Once all permissions are configured, click Save Permissions.

Applying Roles

• Once a role is created, it can be assigned during User Invitation or updated later for existing users.

• A single user can hold multiple roles across different modules.

Best Practices

• Granularity: Create roles tailored to specific job functions (e.g., Compliance Reviewer with view-only access).

• Segregation of Duties: Avoid granting conflicting permissions (e.g., the same user both preparing and approving compliance reports).

• Periodic Review: Regularly review roles to ensure access levels remain aligned with responsibilities.

• Least Privilege: Always start with minimum necessary permissions and expand only as needed.

Example Workflow

1. Create a new role: Compliance Analyst.

2. Assign Module Access → Beyond Compliance.

3. Configure permissions:

   • Dashboard → View Only

   • Requirement → Full Access

   • Metrics → View Only

   • Document Library → View Only

   • Report Management → No Access

4. Save role and assign it to new compliance team members during invitation.