User Roles & Permissions
Understand what each role can do so you can give the right level of access.
User roles in Cerivo define what each person can see and do.
Roles and permissions
No access
No login access.
Users can still be selected as a responsible person (except for tasks), but they won’t receive notifications or be able to access the platform.
Policy reader
Limited access for policy acknowledgment.
Users can log in to read and confirm assigned policies, but cannot access other parts of Cerivo.
This role is often assigned automatically through the Policies module.
Read access
View-only access.
Users can log in and view information, but cannot make changes or be assigned responsibilities.
Limited access
Access focused on assigned responsibilities.
Users can:
- log in
- be assigned as a responsible person
- create and update systems, vendors, and Processing Activities they are responsible for
They cannot change task details such as deadlines or ownership.
Standard access
Full working access across the platform.
Users can:
- log in
- be assigned responsibilities
- create and update systems, vendors, and Processing Activities
- download reports
Superuser access
Extended access for advanced users.
Users can:
- create, update, and delete systems, vendors, Processing Activities, and controls
- manage data protection areas
- generate and manage reports
Administrator access
Full control of the platform.
In addition to superuser permissions, administrators can:
- manage company information and settings
- configure integrations
- manage users and roles
Administrators always have access to all areas and can make changes when needed.
User lifecycle
When a user is created
The user receives an email with a link to Cerivo and instructions to log in.
Read more about creating users in Cerivo.
When a user is removed
Before a user is deleted, you’ll be prompted to reassign their responsibilities.
You’ll see which systems, vendors, Processing Activities, and tasks they own, and can assign these to another user to keep work moving.
Read more about deleting users in Cerivo.
Any questions? Contact us at support@cerivo.com!