Assign TPRM roles to users and user groups

Assign roles to users before you implement or use the Third-party Risk Management application. Assigning roles in a well-organized manner simplifies and improves process management and helps to ensure that users are promptly notified of tasks in their areas of responsibility.

Before you begin

Role required: admin

About this task

The roles discussed in this procedure are described in Roles in Third-party Risk Management.

Procedure

1. Navigate to All > Third-party Risk Management > Administration > User Groups.

2. Select the Roles related list to assign roles to the group.

   1. In the search field for the Collection list, enter sn_vdr to view the list of roles that relate to the TPRM application.

      TPRM roles are described in Roles in Third-party Risk Management.

   2. Move the roles that are appropriate for the group from the Collection list to the Roles list and then select Save.

      In this example, the sn_vdr_risk_asmt.vendor_risk_manager role is assigned to the group that the user has named Third-party Risk Managers.

1. On the Group Members related list, select Edit.

2. Move all appropriate users from the Collection list to the Group Members List and then select Save.

3. Use the Groups related list to add subgroups to the group that you are defining.

Related topics

Roles in Third-party Risk Management

TPRM and the Explicit Roles plugin