Strategy app permissions
Roles specify the level of access, or permissions, each user has across the Strategy app.
Available roles
A role defines a user's global access across the app.
The following roles are available:
- Strategy Admin have read and write access and the ability to configure settings
- Oversight Executive have read and write access
- Oversight Reviewer have read-only access
- No Access these users may have access to Diligent One, however, their only interaction with Strategy is by participating in risk workshops
System Admins with a Professional subscription are automatically granted the Strategy Admin role. If you are not a System Admin, you must have a Professional subscription to be granted the Strategy Admin role.
Example
You are a Strategy Admin, and you need to administer users in your company. Your colleagues, Tom and Diana, need access to Strategy, but they require different levels of access.
To grant them access to Strategy, you assign the following roles:
- Tom Oversight Executive
- Diana Oversight Reviewer
Tom has read and write access to Strategy while Diana has read-only access to Strategy.
Subscriptions and roles
Each user license has a subscription. Subscriptions define which roles are available in the app. For more information, see Managing licenses and subscription permissions.
Roles per subscription
= Role available
= Role unavailable
| Role | Professional | Oversight |
|---|---|---|
| Strategy Admin |
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| Oversight Executive |
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| Oversight Reviewer |
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Actions each role can perform
= Read and write access
= Read-only access
= No access
|
Action |
Strategy Admin | Oversight Executive | Oversight Reviewer |
|---|---|---|---|
|
Configure settings and administer users |
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Access the Strategy Map |
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Add or edit risks |
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Assess risks |
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| Create Risk Workshops |
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| Create an Assessment Driver |
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Define risk treatments |
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Accept or mitigate risks |
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Filter risks |
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Delete risks |
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| Access Risk Heatmaps |
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| Access the Strategy Heatmap |
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| Customize email updates |
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| View the history of changes to a risk (Activities) |
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Assign roles
By default, new users are not assigned access to Strategy. Strategy Admins must assign users the specific roles they require before they can work with risks.
- Open the Strategy app.
- Click Settings in the main navigation menu.
The Users page opens.
- Next to the appropriate user, select a role from the dropdown list, or grant the user No Access.
The user's role is updated.
