Roles and permissions

Risk Companion uses role-based access to control what each team member can see and do. Every user is assigned one role per team. This page explains the five available roles and how to manage them.

The five roles

Administrator

Full access to every feature. Administrators can manage users, configure settings, archive projects, and view all data across the team.

Create, update, and delete any resource
Access and configure project settings
Read and update all risks (team-wide, assigned, and archived)
View all dashboards and run analysis tools
Manage team accounts and view activity logs
Archive projects

Risk Manager

Broad access to manage risks and projects across the team. Cannot delete resources or manage user accounts.

Create and update resources
Access and configure project settings
Read and update all risks (team-wide, assigned, and archived)
View all dashboards and run analysis tools

Risk Owner

Focused access for people responsible for specific risks. Can view team risks but only edit the ones assigned to them.

Read projects they belong to
Read all team risks
Read and update their assigned risks

Viewer

Read-only access across the team. Ideal for stakeholders and executives who need visibility without editing rights.

View all dashboards
Read all team projects
Read all team risks and their assigned risks

Project Manager

Minimal access. This role has no specific permissions in the current release. It serves as a placeholder for future project management capabilities.

No specialised permissions assigned

Permissions matrix

This table summarises what each role can do at a glance.

Permission	Admin	Risk Mgr	Risk Owner	Viewer	Proj Mgr
Create resources	Yes	Yes	No	No	No
Update resources	Yes	Yes	No	No	No
Delete resources	Yes	No	No	No	No
Project settings	Yes	Yes	No	No	No
Read all projects	Yes	Yes	No	Yes	No
Read assigned projects	Yes	Yes	Yes	Yes	No
Archive projects	Yes	No	No	No	No
Read all team risks	Yes	Yes	Yes	Yes	No
Update all team risks	Yes	Yes	No	No	No
Read assigned risks	Yes	Yes	Yes	Yes	No
Update assigned risks	Yes	Yes	Yes	No	No
Read archived risks	Yes	Yes	No	No	No
Update archived risks	Yes	Yes	No	No	No
Dashboards	Yes	Yes	No	Yes	No
Analysis tools	Yes	Yes	No	No	No
Manage accounts	Yes	No	No	No	No
View activity log	Yes	No	No	No	No

How to assign roles

Only Administrators can assign or change roles. You manage roles through the team management screen.

1
Open team settings
Click your team name in the top-right corner and select Team Settings.
2
Find the member
Scroll to the Team Members section. Each member shows their current role.
3
Change the role
Click the Manage button next to the member, select the new role from the dropdown, and confirm.

When inviting new members, you choose their role during the invitation. You can change it later from the same Team Settings screen.