Overview
Most of the organisation-level configuration can be done via the Users page. Assuming you have the respective rights, this can be accessed via the main navigation sidebar.
On the Users page, you’ll find a list of users currently in your organisation, as well as user roles and request categories enabled for them. If you are an organisation admin, you can to edit, delete and add users from here.
Figure showing the Users page
User Roles
User roles define the range of activities users are allowed to perform within the application. Each role enables a set of permissions for a user. Users can have more than one user role, in which case the permissions stack.
All the user roles and permissions that come with them are described in the tables below.
💡 Bear in mind that you will only be able to see and assign roles for the functionalities available for your organisation.
Forum user roles and permissions
There are two user roles related to the Forum functionality: Forum Reader and Forum Editor.
Permissions | Forum Reader | Forum Editor |
See forum posts and comments | Yes | Yes |
Create new forum posts | - | Yes |
Comment on existing forum posts | - | Yes |
Entity Sharing user roles and permissions
There are three user roles related to the Entity Sharing functionality: Entity Sharing Reader, Entity Sharing Editor and Entity Sharing Approver.
Permissions | Entity Sharing Reader | Entity Sharing Editor | Entity Sharing Approver |
See organisation’s reported entities and their changes history | Yes | Yes | Yes |
Query reported entities | Yes | Yes | Yes |
See organisation’s query history | Yes | Yes | Yes |
Report a new entity | - | Yes | - |
Edit / delete reported entities | - | Yes | - |
Approve or reject changes to already reported entities | - | - | Yes |
Secure Messaging user roles and permissions
There are two user roles related to the Secure Messaging functionality: Secure Messaging Reader, Secure Messaging Editor.
Permissions | Secure Messaging Reader | Secure Messaging Editor |
See investigation conversations | Yes (in allowed categories) | Yes (in allowed categories) |
Send messages in existing conversations | - | Yes (in allowed categories) |
Start a new investigation conversation | - | Yes (in allowed categories) |
Add notes | - | Yes (in allowed categories) |
Search for investigation conversations | Yes (in allowed categories) | Yes (in allowed categories) |
View statistics | Yes (in allowed categories) | Yes (in allowed categories) |
Admin user roles and permissions
There are two additional user roles related to the organisation and system administration: IT and Organisation admin.
Permissions | IT | Organisation admin |
Add and remove users | - | Yes |
Edit user roles and investigation categories | - | Yes |
Add and configure Secure Messaging templates | - | Yes |
Generate API client secret | Yes | - |
Other user roles and permissions
Some organisations might have additional TEAM LEAD user role defined.
Permissions | TEAM LEAD |
See organisation’s reported entities and their changes history | Yes |
Query reported entities | Yes |
See organisation’s query history | Yes |
Report a new entity | Yes |
Edit / delete reported entities | Yes |
Approve or reject changes to already reported entities | Yes |
See investigation conversations | Yes |
Send messages in existing conversations | Yes |
Start a new investigation conversation | Yes |
Add notes | Yes |
Search for investigation conversations | Yes |
View statistics | Yes |
Add and configure Secure Messaging templates | Yes |
Add and remove users | Yes (except another team leads and admins) |
Edit user roles and investigation categories | Yes (except another team leads and admins) |
💡 In addition, there is also an SYSTEM ADMIN role used by Salv admins to set up and manage organisations. This role is not accessible by users and hence is not described here. See Salv Bridge technical description for more details.
Request categories
Request categories relate to Bridge’s Secure Messaging feature – they essentially define the use cases for the data exchange. Each Category can hold a set of templates for sending and receiving messages. For example, categories can be Money Laundering, Sanctions hit, Fraud.
By assigning users Request Categories, you define which category messages they can see and send out. Access to other categories is restricted. For example, if you have a separate team dealing with only fraud cases, you can configure Bridge so that they only see Fraud category messages.
💡 Salv is able to add new categories and templates as needed. However, bear in mind that these categories need to be jointly agreed with other network members as they would need to be configured for all counterparts wishing to exchange data in this category.
Adding new users
To add new users, click the button on the top right corner of the users table.
A figure indicating the button to add new users to your organisation
You will be prompted with a dialog box. Enter the email address of the user you want to add (Bridge invite link will be sent to that address) and the full name of the user (this will be their display name in Bridge).
Assign them a user role (see more details in the previous section) and also the request categories they are allowed to access. The users will only see the conversation – as well as be able to send out messages – in the categories they have access to.
A figure showing the “Add user” dialog box.
💡 Only users with Organisation admin user role can add, edit and delete users.
Once you’ve filled in all the details, click “Save”. An invitation e-mail will be sent out to the user.
Editing and deleting users
To edit an existing user, just click the “Edit” button in the respective table row and a dialogue box will appear. As an organisation admin, you can edit the user name, their role and request categories. You can also see whether they have enabled their 2-factor authentication.
Once you’re happy with your changes, click “Save”.
A figure showing the “Edit user” dialog box.
To delete a user from your organisation, just click on the “Delete” button.