Roles & Stakeholders

People are assigned Roles via their profile to broadly manage their participation in CS-VUE. A person can have only one Role.

People are assigned as Stakeholders via direct Ownership or Access Profiles that grant specific access and permissions. A person can become multiple Stakeholders to reflect their responsibility across different compliance items in your organisation.

Role

Item = Collection, Document, Condition or Task

Administrator

• Full Access
• Can assign owners
• Can grant/revoke stakeholder access (through Access Profile or from the document/collection)
• Menu access: Access Profiles, Data Feeds*, Phase Profiles, Tag Management, Template Library*, Organisation Settings

* Advanced Insights license only

User (most People should be entered as Contacts, upgraded to Users once configured)

• Full Access to items owned
• Granted access via Access Profile, defined as Stakeholder below

 Contact (default)

• No access to, or communication from CS-VUE
• Admin or Editor may assign a Contact as owner or as stakeholder to any item
• Admin must upgrade Contact to User, for new User to receive set password invite and log in

Archived

• No access to, or communication from CS-VUE
• Removed from all Access Profiles, empty Access Profiles deleted
• Ownership retained on current items, may not be added to new items
• Admin may reinstate Archived at any time and reassign access

Stakeholder

Item = Collection, Document, Condition or Task

Owner

• User who created item or given ownership. Ultimately responsible for managing item.
• Full Access
• May assign new owner
• May grant/revoke stakeholder access (from the document/collection)
• Can receive email notifications, summary emails and items included in home page summary

Editor (previously "Allow Edit")

• May view item
• Full Edit 
• No task sign off (must be assigned Signee access)
• May assign new owner
• Can receive email notifications, summary emails and items included in home page summary

Signee (previously "Sign-Off")

• May view item
• Read-only access to item
• May sign off any task on the item
• May see all signed off tasks
• May add attachments to the tasks they are signing off
• May download and preview any attachments on the document
• Can receive email notifications, summary emails and items included in home page summary

Viewer (previously "View")

• May view item
• Read-only access to item
• Can receive email notifications, summary emails and items included in home page summary

• Stakeholders are indicated by the button at the top right side of the navigation bar, displaying the Owner initials and possibly an avatar. Click on the Owner initials to view Stakeholders for the item in more detail, including assigning a new owner, if you have edit permission.
• The Stakeholders tab displays detailed Stakeholder information 
• Watch this CS-VUE catch-up video for pre-release details