User Roles

The Vantage platform offers several different roles with different capabilities within the Vantage UI. It is strongly encouraged to privision access of the appropriate level to individuals within your organization necessary to perform their function.

To configure roles once logged in to the Vantage UI, navigate to User List in the top right hand corner. There, select New User.

From the 'Add New User' pane you will be able to add the new user(s). Once added, each user will receive a welcome email from [email protected] requesting they follow a registration link and set a password.

All of the actions that may be carried out by a user role are outlined in the below table:

User Management

Description	User Admin	User Creator	User Editor	User Viewer
Create new bank users of any role level	x	x
Deactivate users	x	x	x
Modify user permissions	x	x	x
View users	x	x	x	x

Client Management

Description	Client Admin	Client Creator	Client Editor	Client Viewer	Applicant
Ability to create client profiles	x	x
Ability to view client profiles	x	x	x	x
Ability to invite/manage client users	x	x
Ability to edit client profiles	x	x	x
Ability to add client applicant users	x	x	x		x

Applications

Description	Client Admin	Application Reviewer (read only)	Application Reviewer	Applicant	Applicant Read_only
Ability to fill in application form				x
Ability to interact with Client on client questions	x	x	x
Ability to view all applications		x	x
Ability to interact with Bank on particular questions		x	x	x
Ability to view application		x	x		x
Ability to comment on an application		x	x
Ability to Accept / Reject application			x
Ability to Request Changes on application			x

Risk Assessment

Description	Client Admin	Application Reviewer (read only)	Application Reviewer
Ability to send Risk Application	x		x
Ability to start a Risk Assessment			x
Ability to view all Risk Assessments		x	x
Ability to comment on risk analyst tasks			x
Ability to invite other Reviewers			x
Ability to be invited to a Risk Assessment			x
Ability to add/edit note on Risk Assessment			x
Abillity to comment on Risk Assessment			x
Ability to set control design & effectiveness			x
Ability to mark risk analyst task as N/A			x
Ability to calculate Risk Assessment			x
Ability to mark Risk Assessment complete			x

Document Library

Description	User Viewer	Client Editor	Document Editor	Applicant
Ability to view documents	x	x	x	x
Ability to download documents	x	x	x	x
Ability to edit document name	x		x	x
Ability to create document folder	x		x	x
Ability to upload document	x		x	x
Ability to delete document	x		x

Task Management

Description	Task Admin	Task Config Admin	Task Config Creator	Task Creator	Task Editor	Task Viewer	Task Read Only
Ability to create a task	x			x
Ability to view tasks	x			x	x	x	x
Ability to change task details/edit task	x			x	x
Ability to view task configurations	x	x	x
Ability to create/edit task configurations	x	x	x
Ability to export task list	x			x	x	x
Ability to comment on tasks	x			x

Audit Log

Description	User Admin	User Creator	User Editor	User Viewer	Client Admin	Client Creator	Client Editor	Client Viewer	Application Reviewer (read only)	Application Reviewer	Task Admin	Task Config Admin	Task Config Creator	Task Creator	Task Editor	Task Viewer	Task Read Only	Document Admin	Document Editor	Applicant	Applicant Read_only
Ability to view complete audit log details										x								x