Roles and Permissions for Compliance 360
To use the Compliance 360 SuiteApp, an administrator must assign a SuiteApp-provided role to a user, and set permissions for that role. Users can be assigned multiple roles.
When a user has several roles, the highest level applies. The order is Compliance Officer, Compliance Audit Approver, then Compliance Audit Supporter.
The following are the SuiteApp-provided roles.
|
Role |
Description |
|---|---|
|
Compliance Officer |
Users with this role have access to all of the SuiteApp controls and pages, including audits, audit templates, dashboard, activity logs, and settings. Compliance officers can create and manage audits, assign audit approvers and audit supporters, submit and resubmit audits, complete approved audits, reopen completed audits, and manage the audit workflow settings. A Compliance Officer can select themselves as an audit approver when they also have the Compliance Audit Approver role. |
|
Compliance Audit Approver |
Users with this role can review assigned audits in read-only mode. They can print, approve, or reject an assigned audit in Pending Approval or Resubmitted status. They cannot edit audit content during review. |
|
Compliance Audit Supporter |
Users with this role are assigned specific audit controls and contribute to an audit completion by marking assigned audit controls as pass or fail. Compliance audit supporters have access to audits and audit templates only. Users with this role can't access the dashboard and activity logs. Audit supporters can create audit controls and delete them even if not assigned to them. They can't edit the primary information of an audit and can't change the value in the Assigned To column in the Audit Control section. They can only save the audit after the work is done. Users with this role can save supported audit work but cannot submit an audit for approval. |
To set permissions for a Compliance 360 user role:
-
Go to Setup > Users/Roles > Manage Roles.
-
Click Customize next to a SuiteApp-provided role.
-
In the Name field, enter Compliance Officer or Compliance Audit Supporter.
-
On the Permissions subtab, set the following required permissions for the role:
Role
Subtab
Permission
Minimum Access Level
Compliance Officer
Setup
Allow JS/HTML Uploads
Full
Custom Lists
Full
Custom Record Types
View
Import CSV File
Full
Publish Dashboards
Full
Set Up Company
View
View Login Audit Trail
Full
Custom Record
Comp 360 Audit Assignment Notifications
Full
Comp 360 Audit Attachments Info
Full
Comp 360 Audit Controls
Full
Comp 360 Audit Data
Full
Comp 360 Audit Template
Full
Comp 360 Email Notifications
Full
Comp 360 KPI Settings Data
Full
Comp 360 Settings Data
Full
Comp 360 User Email Preferences
Full
Compliance Audit Supporter
Setup
Allow JS/HTML Uploads
Full
Custom Lists
Full
Custom Record Types
View
Import CSV File
Full
Publish Dashboards
Full
Set Up Company
View
View Login Audit Trail
Full
Custom Record
Comp 360 Audit Attachments Info
Full
Comp 360 Audit Controls
Full
Comp 360 Audit Data
Full
Comp 360 Audit Template
Full
Comp 360 Settings Data
Full
Comp 360 User Email Preferences
Full
Compliance Audit Approver
Setup
Allow JS/HTML Uploads
Full
Custom Lists
Full
Custom Record Types
View
Import CSV File
Full
Publish Dashboards
Full
Set Up Company
View
Vicarious Emails
Full
View Login Audit Trail
Full
Custom Record
Comp 360 Audit Attachments Info
Full
Comp 360 Audit Controls
Full
Comp 360 Audit Data
Full
Comp 360 Audit Status History
Full
Comp 360 Audit Template
View
Comp 360 Settings Data
View
Comp 360 User Email Preferences
Full
For more information, see Customizing and Creating Roles and Setting Permissions.