How to create, modify, and assign Custom User Roles for Compliance Programs

There are six default user roles available in FloQast: Admin, Sys Admin, Manager, Advanced User, Ops User, and Auditor.  Additional information on these roles can be found in our article, “User Types & Permissions.”

Admins and Sys Admins can create and assign additional Custom Roles to Compliance users, allowing precise control over tool visibility, item visibility, item editing, file access, and more.

Create A New Custom Role

Open the Admin Settings from the navigation bar, open the Roles tab, then click the Create New Role button.

Under Type on the Create New Role Page, select Compliance Role.

Select a Base Role from either Manager or Advanced User.  This will determine the starting permissions that will be customized on the next page.

(Optional) Add a description of this role.

Click the Create Role button to save the new role.

Modify A Custom Role’s Permissions

While viewing the Custom Role’s Details, click the Edit Role button.

1. The upper portion of the Edit view allows you to modify the Role Name and Description.
2. The lower portion of the page lists all the available permission options, grouped by Compliance Tool.
3. Check or uncheck the boxes to grant or restrict each permission as needed.
4. Unavailable permissions are marked with a gray X enclosed in a circle.
5. You can quickly jump to a specific tool’s permissions by clicking the name in the left-hand column.
6. Click Save Changes, and the permissions will be applied to all existing users assigned the permission.

Assign A Custom Role to a User

As an Admin or Sys Admin, open the Team Members page within Admin Settings.  Find the user to which you’ll assign a Custom Role.  Under the Workspace Access column, click the # Compliance Programs text to open the Manage Workspace Access pop-out menu.

Click the Compliance Program Access Role drop-down.  Select the required Custom Role from the list.

Wait for the green checkmark to appear, indicating the change was saved.  Click Done to close the pop-out.

Note: When assigning a role to a user, Custom or Base, the same permissions will be applied across all Programs to which the user belongs.

Unique Permissions

Below are additional details on specific permissions that have broader impacts than most.

General: Open files in cloud storage

This permission determines how users download files previously uploaded into FloQast.

• When enabled (default), files are not downloaded directly but instead users are directed to the file’s location in the configured Cloud Storage Provider (OneDrive, Google Drive, Dropbox, etc.).  The user will need an account with that provider and have been provided access to the FloQast Compliance Management folder to access the file.

• When disabled, files will download directly through FloQast using the same credentials configured for uploading.  This is primarily intended for Auditors or other roles that may not have access to other systems or accounts.