Understanding user roles and permissions

Prudentia uses role-based access control to govern what each user can see, create, and modify across the platform. Roles are assigned globally per user: a user's role applies consistently across all Assessments they have access to.

There are four roles in Prudentia: Admin, Assessment Owner, Contributor, and Viewer. Roles are managed by Admins and take effect immediately upon assignment.

Admin role

Full platform administrator with complete access to all system functions and every Assessment in the workspace. Admins can invite and manage users and configure global settings. Unlike all other roles, Admins have automatic visibility into every Assessment whether or not they have been explicitly added.

Key distinction: Only role with cross-project visibility and user management privileges

Recommended for: IT Administrators, Systems Administrators, Head of Business Development, Head of Search & Evalaution, Business Development Operations Lead

Assessment Owner

Assessment creation and management rights. Assessment Owners can create new Assessments and fully manage any Assessment they own, including adding data sources. They can add users to an Assessment but cannot assign those users' permission levels. They cannot access Assessments they have not been explicitly associated with.

Key distinction: Can create Assessments and add users; no global admin functions and no cross-project visibility

Recommended for: Business Development Lead, Search and Evaluation lead, and team members who lead an Evaluation or Diligence

Contributor

Editing access within Assessments they have been added to as a member. Contributors can add comments, change risk scores, and modify impacted parameters. They cannot add data to a project, run or re-run an Assessment, export reports, add users, or create new Assessments.

Key distinction: Can edit and comment within assigned Assessments; cannot create Assessments or manage data

Recommended for: Cross-functional subject matter experts

Viewer

Read-only access to Assessments they have been added to as a member. Viewers can review all project outputs and Assessment results and can leave comments. They cannot create Assessments, add data, edit any content, or export reports.

Key distinction: Can comment but cannot create, edit, or export anything

Recommended for: Executive sponsors (CMO, CSO), external advisors and KOLs

Permissions at a glance

Permission	Admin	Owner	Contributor	Viewer
View assigned Assessments	✓	✓	✓	✓
View all workspace Assessments	✓
Leave comments	✓	✓	✓	✓
Edit risk scores & parameters	✓	✓	✓
Create new Assessments	✓	✓
Add data to an Assessment	✓	✓
Run / re-run an Assessment	✓	✓
Add users to an Assessment	✓	✓
Assign global user permissions	✓
Export reports	✓	✓
Invite & manage users	✓
Configure global settings	✓