Roles Explained

Sat, 28 Feb 2026 00:00:00 +0000

Viewer

The Viewer role is the entry-level access tier. A Viewer can see everything in the app but cannot create, modify, or delete anything. This role is appropriate for executives, stakeholders, or auditors who need to review the security posture without making changes.

Assigning and Managing Roles

Sat, 28 Feb 2026 00:00:00 +0000

Assigning a Role

Navigate to Confluence Settings → Aegis Compliance Suite Settings → Permissions tab.
In the “User” search field, start typing the user’s display name or email address. You must type at least 2 characters before results appear.
Click the user’s name in the dropdown to select them.
In the “Role” dropdown, select the desired role (Viewer, Analyst, Approver, or Admin).
Click Assign.
A green success banner appears: “Role ‘[role]’ assigned to [Name]”.
The assignment appears immediately in the Current Role Assignments table.

Permissions Tab on Forio

Roles Explained

Viewer

Assigning and Managing Roles

Assigning a Role