Custom roles

For fine-grained permissions management - PRO feature

Custom roles for CISO Assistant

Learn how to create and customize roles such as DPO and OPS within your organization

Sign in as an Admin on your CISO Assistant instance and follow the steps below.

1. Introduction

This guide walks you through setting permissions and assigning user groups to streamline your CISO Assistant's role management.

Introduction

2. Click "Organization"

Navigate to the Organization section to begin managing your team's roles.

Click 'Organization'

3. Click "Roles"

Access the Roles tab to view and modify existing roles.

Click 'Roles'

4. Click here

Initiate creating a new role by selecting the option to add one.

Click here

5. Fill "DPO"

Enter the name for the new role, such as 'DPO', to define its identity.

Fill 'DPO'

6. Click "Save"

Save the newly created role to confirm its addition to your organization.

Click 'Save'

7. Click here

Open the permissions settings for the new role to customize access.

Click here

8. Click here

Expand the permissions list to view all available options.

Click here

9. Click "Select all"

Select all permissions to grant comprehensive access to the role.

Click 'Select all'

10. Click "Save"

Save the permission settings to apply them to the role.

Click 'Save'

11. Click here

Start creating another role by selecting the add role option again.

Click here

12. Fill "OPS"

Name this role, for example 'OPS', to specify its function.

Fill 'OPS'

13. Click "Save"

Save the role to add it to your organization's role list.

Click 'Save'

14. Click here

Access the permissions for the newly created role to tailor its access.

Click here

15. Click here

Open the detailed permissions menu to adjust specific controls.

Click here

16. Click here

Select the option to edit applied controls for fine-tuning.

Click here

17. Click "Edit applied control"

Modify the applied control by entering a specific control number, such as '205'.

Click 'Edit applied control'

18. You can select an individual permission

Confirm the changes made to the applied control settings.

Fill '205'

19. Click here

View the applied control details to verify the configuration.

Click 'View applied control'

20. Click here

Update the applied control with another control number, like '207', if needed.

Fill '207'

21. Click here

Return to the permissions overview to continue adjustments.

Click here

22. Or you can click "Select all"

Select all permissions to ensure full access for the role.

Click 'Select all'

23. Click "Save"

Save all permission changes to finalize the role's capabilities.

Click 'Save'

24. Click "User groups" to see your newly added roles

Switch to the User Groups section to manage group memberships.

Click 'User groups'

26. Click "Users"

Navigate to the Users tab to assign roles to individuals.

Click 'Users'

27. Click here

Select a user to modify their group memberships and roles.

Click here

28. Click here

Open the user's group assignment settings to begin editing.

Click here

29. Fill "OPS"

Enter the role name, such as 'OPS', to assign it to the user.

Fill 'OPS'

30. Click "ACME - OPS"

Choose the corresponding user group, like 'ACME - OPS', for the role.

Click 'ACME - OPS'

31. Fill "DPO"

Input another role name, for example 'DPO', for additional assignments.

Fill 'DPO'

32. Click "Global - DPO"

Select the matching user group, such as 'Global - DPO', for this role.

Click 'Global - DPO'

33. Pick your user groups

Review all assigned user groups and roles to ensure accuracy.

34. Click "Save"

Save the user group and role assignments to complete the process.

Click 'Save'

This guide detailed how to create and configure custom roles like DPO and OPS, assign comprehensive permissions, and manage user group memberships effectively. It ensures your organization’s roles are tailored and users are properly assigned for optimal access control.