#Manage Roles

On the Role management page, you can view three tabs: Business owner, Audit viewer, and Security admin. Users with each role are listed under the corresponding tab.

• A Business Owner is responsible for managing project ownership and governance. They can be assigned to projects and retain administrative control over project-related activities within Confide.

• An Audit Viewer can view and export audit logs as well as monitor sharing activities, but cannot make changes to project settings or data.

• A Security Admin is responsible for overseeing and controlling sharing-related activities across the system. Security Admins can intervene when necessary to restrict or revoke sharing to ensure that sensitive information is protected and only accessible to authorized users.

As a Service Administrator, you can add internal users to Confide as Business Owner, Audit Viewer, or Security Admin.

Refer to the following steps to add users to Confide and assign them a role:

1. Click Add users in the upper-right corner of the page.

2. In the Add users window, select the role that you want to assign to the users.

3. Enter part or full email address or username in the Users text box, and then search results are displayed. Select the user that you want to add from the search results.

4. Repeat to add multiple users.

5. Click Save to add the selected users to Confide and assign them the selected role.

Refer to the following steps to remove Business Owners:

1. In the Business owner tab, select one or multiple Business Owners you want to remove, and then click Remove above the table. Alternatively, you can click the Remove button to the right of a Business Owner to remove the Business Owner.

2. In the confirmation window, click Remove to remove the selected Business Owners.

3. To remove their access to those projects simultaneously, select the Remove from all projects option. They will no longer be able to access the projects where they are Business Owners after they have been removed.

Refer to the following steps to remove the Audit Viewer or Security Admin role from users:

1. Select one or multiple users from whom you want to remove their roles under the Audit viewer or Security admin tab, and then click Remove above the table.

2. In the confirmation window, click Remove to remove the corresponding role from the users.