Skip to main content

Manage User Roles and Permissions

Updated over a month ago

HyperComply allows you to easily manage the different roles and permissions that Quickly assign and manage user access in HyperComply so that your team can collaborate securely and efficiently.

Key points:

  • When you invite someone to join your workspace, you must choose their role.

  • You can only invite people with the same or lower role:

    • Users can only invite other Users.

    • Approvers can invite Users or Approvers.

    • Admins can invite any role.

Roles Overview

Use these default roles based on your team’s needs:

  • Admin – Full workspace access: settings, integrations, all questionnaires, and permissions.

  • Approver – Handles questionnaires and knowledge base tasks but cannot access workspace settings.

  • User – Designed to view and answer questionnaires; limited management access.

  • Owner (special case) – Holds broad permissions for specific questionnaires and can override others.

Permissions Table:

The following table shows the specific permissions that each role can view and/or modify in your HyperComply workspace.

Note: All members, regardless of their role will be able to view questionnaires, access and search the Knowledge Base by default.

Role

Permissions

Admin

Questionnaire Usage:

  • View and Filter questionnaires

  • Create, edit, submit any questionnaire

  • Delete questionnaires

  • Approve/Reject submitted questionnaires

  • Answer questions and edit answered questions

  • Delete question and answer pairings

Questionnaire Management

  • Apply Knowledge Segments

  • Assign an Owner

  • Assign a Due Date

  • Apply a Knowledge Expiration date

  • Complete/Uncomplete questionnaires

  • Delete an In-progress, Completed, or Pending questionnaire

Knowledge Management:

  • Access and search the Knowledge Base

  • Approve answers

  • Add/Edit/Delete knowledge references

  • Add/Edit/Delete reference documents

  • Add/Edit/Manage invitees of Data Rooms

  • Create and edit Security Profiles

  • Configure Knowledge Segments

Settings:

  • Assign/Change any member’s role

  • Create/Edit/Delete integrations

  • Create/Edit/Delete SAML/SSO configurations

Approver

Questionnaire Usage:

Same as Admin but cannot:

  • Approve/Reject submitted questionnaires

  • Delete question and answer pairings

Questionnaire Management

Same as Admin

Knowledge Management:

Same as Admin but cannot:

  • Configure Knowledge Segments

Settings:

  • Assign/Change any member’s role to be an Approver or User

User

Questionnaire Usage:

Same as Approver but cannot:

  • Delete questionnaires

Questionnaire Management

If the User is the Owner:

Same as Approver

If not the User is not the Owner:

Same as Approver but cannot:

  • Apply Knowledge Segments

  • Delete an In-progress, Completed, or Pending questionnaire

Knowledge Management:

Same as Admin but cannot:

  • Approve answers

  • Add/Edit/Delete knowledge references

  • Add/Edit/Manage invitees of Data Rooms

  • Configure Knowledge Segments

Settings:

  • Can add new members as an User

How to Assign Roles

  1. Go to Settings > Team Management.

  2. Invite a member: enter their email, name, and select a role.

  3. The permissions will take effect as soon as the member accepts.

Tips & Best Practices

  • Add unlimited users at no extra cost—only assign Admin access to trusted individuals.

  • Role changes are generally not reversible. Consider permissions carefully before granting broad access.

  • Detailed role control (custom roles) is available in higher-tier plans—talk to your Customer Success Manager to enable it.

Why This Matters

  • Better security – Limit high permissions to only those who need them.

  • Streamlined collaboration – Team members can focus on their tasks without unnecessary access.

  • Easier governance – Clear roles make audits and troubleshooting simpler.

Did this answer your question?