What user permissions does Procurize have?#
Procurize Questionnaire provides detailed user permission settings, allowing you to manage and control who can access different parts of your account.
Procurize Questionnaire offers fine-grained user permissions to help you manage account access with precision. When inviting a user, you can directly assign specific permissions, as well as their expiration dates.
Roles#
The available default roles are:
- Auditor
- Security Manager
- Editor
- Admin
- Maintainer
A user assigned the Auditor role has the least permissions, and the Maintainer has the most.
General permissions#
| Action | Non-member | Auditor | Security Manager | Editor | Admin | Maintainer |
|---|---|---|---|---|---|---|
| Lookup organizations | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Request access to organizations | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| View organization attributes | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Edit projects (workspaces) | ✓ | ✓ | ||||
| Edit organization attributes | ✓ | |||||
| Remove an organization | ✓ |
Questionnaire permissions#
| Action | Auditor | Security Manager | Questionnaire assignees | Editor | Admin | Maintainer |
|---|---|---|---|---|---|---|
| View questionnaires | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create (import) questionnaire | ✓ | NA | ✓ | ✓ | ✓ | |
| Communicate within questionnaires | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Update questionnaire attributes | ✓ | ✓ | ✓ | |||
| Answer a questionnaire | ✓ | ✓ | ✓ | |||
| Autofill with AI | ✓ | ✓ | ✓ | |||
| Submit a questionnaire | ✓ | ✓ | ✓ | |||
| Delete a questionnaire | ✓ | ✓ | ✓ |
Knowledge base permissions#
| Action | Auditor | Security Manager | Editor | Admin | Maintainer |
|---|---|---|---|---|---|
| View knowledge base items | ✓ | ✓ | ✓ | ✓ | ✓ |
| Communicate within documents | ✓ | ✓ | ✓ | ✓ | |
| Create new items | ✓ | ✓ | ✓ | ||
| Update items | ✓ | ✓ | ✓ | ||
| Delete items | ✓ | ✓ | ✓ |
User management permissions#
| Action | Auditor | Security Manager | Editor | Admin | Maintainer |
|---|---|---|---|---|---|
| View organization members & roles | ✓ | ✓ | ✓ | ✓ | ✓ |
| Leave an organizaton | ✓ | ✓ | ✓ | ✓ | ✓ |
| Invite to an organization | ✓ | ✓ | |||
| Process organization requests | ✓ | ✓ | |||
| Change user role | ✓ | ✓ | |||
| Dismiss members from an organization | ✓ | ✓ |
Related articles#
How to answer a security questionnaire with Procurize
How to import and complete security questionnaires
How to use AI Autofill for questionnaires
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