User Management - Clients

What are the user roles, and how to add a new user?

Process Owner

A Process Owner (PO) is considered the primary user of the Secure Forte platform. This role can start and manage assessments, add/manage other users, add/manage suppliers, and assign and manage issues. 

Two types of POs can be defined in the platform: primary and secondary POs. The primary PO can manage and oversee all primary assets, internal users, and suppliers within the platform, whereas the secondary POs can only manage the primary assets assigned to them. Only the Secure Forte team can add/remove a PO.

Process Manager

The Process Manager (PM) role has full authority over the Cyber Resilience solution. A Process Owner or other PMs can add the PM role. 

To add a new PM, browse to the User Management page. Under the Cyber Resilience section, select the Primary Asset you want to assign to the new user, then click the Add User button. In the new box, include the user details and then click Confirm.

Process User

The Process User (PU) role has limited access to the Cyber Resilience solution, which is mostly view-only, with the ability to close an issue that is assigned to them. 

To add a new PU, browse the User Management page. Under the Cyber Resilience section, select the Primary Asset you want to assign to the new user, then click the Add User button. In the new box, include the user details and then click Confirm.

Relationship Manager

The Relationship Manager (RM) role is usually the head of business functions and is directly responsible for managing and communicating risks across the suppliers within their purview. They can add/manage suppliers in the platform, initiate an assessment against their suppliers, access the supplier report, and manage mitigation strategies using the Task Management function. 

To add a new RM, browse to the User Management page. Under the Vendor Risk Management section, select the Primary Asset you want to assign to the new user, then click the Add User button. In the new box, include the user details and then click Confirm.