User roles - Overview

Modified on Fri, 13 Feb at 1:04 PM

TABLE OF CONTENTS

User roles that can be created on the Users page in Organization Setup
User roles that can be assigned when editing an organizational unit

The table below lists the user roles in Position Green; some of the roles are available when creating users, others, like Supervisor, are available when editing an org. unit.

A User Role defines a user’s functional responsibility in the platform (e.g., Reporter, Controller, Auditor).

A Role Group determines the user’s permissions - what they are allowed to see and do. Role groups govern access rights and system capabilities.

The following user roles can be created on the Users page in Organization Setup:

USER ROLE	DESCRIPTION	ROLE GROUP	APPLICATION
Reporter	The Reporter is responsible for confirming reported data. The Reporter may be the user who enters and confirms data in the platform. When the Four Eyes Principle is applied, the Reporter is the user who reviews and approves data submitted by a Collaborator.	User	Controlling
Controller	Controllers have access to reporting progress across the entire organization. They are responsible for monitoring reporting status and following up where needed. Controllers often act as the second reviewer in the Four Eyes Principle process.	User + Controller	Controlling
Tenant Administrator	A Tenant Administrator has full access to all features and settings of Position Green, e.g., restore removed registrations. It is also the only user role that cangenerate API Credentialsfor setting up SSO or for use in integrations. Please note that a Tenant Administrator needs the Controller role group as well.	Tenant Administrator + Controller	Controlling + Setup

USER ROLE

DESCRIPTION

ROLE GROUP

APPLICATION

Reporter

The Reporter is responsible for confirming reported data.

The Reporter may be the user who enters and confirms data in the platform. When the Four Eyes Principle is applied, the Reporter is the user who reviews and approves data submitted by a Collaborator.

User

Controlling

Controller

Controllers have access to reporting progress across the entire organization.

They are responsible for monitoring reporting status and following up where needed. Controllers often act as the second reviewer in the Four Eyes Principle process.

User + Controller

Controlling

Tenant Administrator

A Tenant Administrator has full access to all features and settings of Position Green, e.g., restore removed registrations. It is also the only user role that cangenerate API Credentialsfor setting up SSO or for use in integrations. Please note that a Tenant Administrator needs the Controller role group as well.

Tenant Administrator + Controller

Controlling + Setup

The following user roles can be assigned when editing an organizational unit.

USER ROLE	DESCRIPTION	ROLE GROUP	APPLICATION
Supervisor	The Supervisor role is assigned when editing an organizational unit. When a measure is configured with “Unit reports,” the Supervisor becomes the default Reporter for that organizational unit. A Supervisor may also hold any of the other roles listed above.
Organizational unit controller	Organizational Unit Controllers can view reporting progress within a specific sub-section of the organization. They can also confirm measures assigned to the organizational unit they are connected to.	Org unit controller + User	Controlling
Collaborator	Collaborators provide data input. They may be invited as one-time users or contribute to multiple registrations. When the Four Eyes Principle is applied, the Collaborator acts as the first-line contributor responsible for submitting data for review.	External reporter	Controlling
Auditor	Auditors have read-only access and cannot edit any content in the platform. Access can be granted for the entire organization or limited to specific organizational units. For example, assurance staff may require Auditor access.	Org unit auditor + User	Controlling