Permissions by Role

The following tables describe permissions by role for each type of screen or action.

Alerts Overview

Screen/Action	MSP	Business Viewer	Co-managing Administrator
Alerts Overview	Yes	Yes	Yes
Switch Organization	Yes	No	No
Edit Alert Settings	Yes	No	No
Go to ARs	Yes	Yes	Yes

Configuration

Screen/Action	MSP	Business Viewer	Co-managing Administrator
Configuration	Yes	No	Yes
Managed Organizations	Yes	No	No
Users	Yes	No	No
Alerts	Yes	No	No
Risk Profiles	Yes	No	No
Integrations	Yes	No	No
My Organization	Yes	No	No
Audit Logs	Yes	No	No

Configuration Credentials

Screen/Action	MSP	Business Viewer	Co-managing Administrator
Credentials	Yes	No	Yes
Edit Credentials	Yes	No	Yes

Configuration Sites/Agent

Screen/Action	MSP	Business Viewer	Co-managing Administrator
Sites	Yes	No	Yes
Edit Site	Yes	No	Yes
Delete Site	Yes	No	Yes
Update Agent	Yes	No	Yes
Configure Agent (Update Config Details)	Yes	No	Yes
Change Agent Update Schedule	Yes	No	Yes

Configuration Sources

Screen/Action	MSP	Business Viewer	Co-managing Administrator
Sources	Yes	No	Yes
Add Source	Yes	No	Yes
Edit Source	Yes	No	Yes
Delete Source	Yes	No	Yes
View Connectors	Yes	No	Yes
Edit Connector Settings	Yes	No	Yes
Delete Connector	Yes	No	Yes

Configuration Users

Screen/Action	MSP	Business Viewer	Co-managing Administrator
Users	Yes	No	Yes
Add User	Yes	No	only business viewers
Edit User	Yes	No	only business viewers
Delete User	Yes	No	only business viewers

Organization Configuration

Screen/Action	MSP	Business Viewer	Co-managing Administrator
Organization Configuration	Yes	No	Yes
Sources	Yes	No	Yes
Sites	Yes	No	Yes
Credential	Yes	No	Yes
Users	Yes	No	Yes
Subscriptions	Yes	No	Yes
Edit Organization (tags, profiles)	Yes	No	No
View Dashboard	Yes	No	No

Organization Dashboard

This table explains the functionality that each role can perform on an organization dashboard.

Screen/Action	MSP	Business Viewer	Co-managing Administrator
View Organization Dashboard	Yes	Yes	Yes
Switch Organization	Yes	No	No
Go to Investigation	Yes	Yes	Yes
Go to Risk Assessment	Yes	Yes	Yes
Go to Alerts Overview	Yes	Yes	Yes
Configure Organization (button)	Yes	No	No

Risk Assessment Dashboard

Screen/Action	MSP	Business Viewer	Co-managing Administrator
Risk Assessment Dashboard	Yes	Yes	Yes
Switch Organization	Yes	No	No
Select Time Frame	Yes	Yes	Yes
Select Risk Profile	Yes	Disabled	Disabled
Go to Profile Settings	Yes	No	No
Subscribe	Yes	No	Yes
Export	Yes	Yes	Yes
View Risk Details	Yes	Yes	Yes

Reports

Screen/Action	MSP	Business Viewer	Co-managing Administrator
Reports	Yes	Yes	Yes
Switch Organization	Yes	No	No
New Investigation	Yes	Yes	Yes
View Pre-defined Reports	Yes	Yes	Yes
Save Pre-defined Reports As	Yes	No	No
Export pre-defined Reports	Yes	Yes	Yes
Subscribe to Pre-defined Reports	Yes	No	Yes
View Custom Reports	Yes	Only if marked as shared	Only if marked as shared
Save Custom Reports	Yes	No	No
Export Custom Reports	Yes	Only if marked as shared	Only if marked as shared
Edit Custom Reports	Yes	No	No
Delete Custom Reports	Yes	No	No
Subscribe to Custom Reports	Yes	No	Yes

Subscriptions

Screen/Action	MSP	Business Viewer	Co-managing Administrator
Subscriptions	Yes	No	Yes
Turn on/off subscription	Yes	No	Yes
Delete subscription	Yes	No	Yes
Go to related report	Yes	No	Yes