Managing Users and Roles within DataGrail

Within the DataGrail Platform, Super Admins are able to see the list of their company's Users that have logged into the DataGrail platform. This list can be seen after logging into the DataGrail and clicking on Settings in the left navigation bar.

Managing Users and Roles​

Step 1: Select Settings in the DataGrail navigation bar on the left hand side of the screen. This will bring you to General where you can select User Admin option on the left hand side of your screen (note : this will be your default screen after selecting Settings).

Step 2: Select the team member for whom you'd like to modify permissions, and then click the edit icon to open the edit modal.

Step 3: Select the Roles dropdown to edit additional roles to the user's profile

Adding new Systems: If a team member needs permission to connect or edit a system, you can grant them permission to do so via the Systems to Manage in Live Data Map field.

Step 4: Once complete, select Update Role(s)

Roles and Permissions​

DataGrail offers a number of roles with the platform to help your privacy team connect and maintain systems and manage requests.

General Roles​

Super Admin​

Super Admin roles have full admin capabilities with DataGrail.

• Manage user roles and permissions
• Add and remove systems from Live Data Map inventory
• Assign system owners
• Connect (authorize) systems
• Edit system reports
• Download Systems Overview, and other reports
• Create and process privacy requests

Connections Manager​

The Connections Manager role is granted to a IT or system owner who needs to connect a system.

• View and connect systems on the Integrations page

Content Manager​

The Content Manager role is granted to users who need the ability to view and edit templates for emails sent from the DataGrail platform.

Request Manager Roles​

Request Approver​

The Request Approver role is able to view and approve results for assigned requests and results for assigned system integrations.

• Upload files to request
• Edit request results
• View request queue
• View request details
• Comment on requests
• Approve results for assigned connections

Request Agent​

The Request Agent role is able to perform all the actions that the Request Approver can. In addition, they can create requests and edit their details as well as interact with Do Not Sell requests.

• Create requests
• Edit request details (ie, requester, data subject, etc)
• Stop processing Direct Contact requests
• Assign requests
• Transition request through workflow states
• View and Complete Do Not Sell requests

Request Admin​

The Request Admin is able to perform all the actions that the Request Agent can as well as the following.

• View the Compliance Dashboard
• Approve results for any connection where approval is required

Live Data Map Roles​

Live Data Map Admin​

The Live Data Map Admin role grants users complete admin capabilities over the Live Data Map product within DataGrail.

• Manage Inventory (add / remove / categorize systems)
• Edit the Data Processing Report configuration
• View, edit, and approve Inventory System Reports
• Export the Overview
• Export the Data Processing Report

Inventory Manager​

The Inventory Manager role grants users the ability to manage the Live Data Map Inventory System Reports. This role may be assigned specific systems or have access to all systems for an organization.

• View, edit, and approve Inventory System Reports
• Export the Overview
• Export the Data Processing Report

Risk Monitor Roles​

Risk Monitor Admin​

The Risk Monitor Admin role grants users complete admin capabilities over the Risk Monitor product within DataGrail.

• View, edit, and approve Risk Monitor Assessments
• Manage Inventory (add / remove / categorize systems)
• Edit the Data Processing Report configuration
• View, edit, and approve Inventory System Reports
• Export the Overview
• Export the Data Processing Report