There are 3 internal user roles and one external user role in the system today. The roles are defined as follows:
Administrator: This role has full access to the entire vCIOToolbox platform. Administrative access includes elevated rights for the following:
- Global Template Access and template creation and modification.
- Access to the Asset Policy Manager including the ability to modify pre-built asset policies and create new rules and policies if required.
- Access to setup and management of all integrations including triggering of a manual sync of all integrated platforms (the system does nightly syncs).
- Ability to modify the customer record including logos and report colors.
- Access to system settings including email template construction, category modification and the report designer.
- All permissions found in the employee and manager roles.
Manager: The manager is an elevated version of the employee role and is often assigned to Executive, Managerial, or vCIO resources. This level includes the following rights.
- Customer Activation and Deletion.
- Recommendation Management.
- All other permissions found in the employee role.
Employee: This role should be assigned to engineers and junior vCIO resources. It is limited to a contributor role and can participate in the creation and updating of the IT Assessment, Security Assessment, and Roadmap. It cannot delete records within vCIOToolbox and has limited recommendation creation capability.
User Role Permissions
