--- title: User Management description: The User Management section allows administrators to manage users, their roles, and permissions across different compliance modules --- [Skip to content](https://docs.emtech.com/user-management#main-content) English Show submenu for translations [![logo](https://docs.emtech.com/hs-fs/hubfs/logo.png?width=150&height=30&name=logo.png)](https://docs.emtech.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Go to Support Portal](https://futuremtech.atlassian.net/servicedesk/customer/portal/3/group/-1) [Go to Support Portal](https://futuremtech.atlassian.net/servicedesk/customer/portal/3/group/-1) How can we help you? - There are no suggestions because the search field is empty. 1. [EMTECH Knowledge Base](https://docs.emtech.com/?hsLang=en) 2. [Beyond Compliance](https://docs.emtech.com/beyond-compliance?hsLang=en) # User Management ## The User Management section allows administrators to manage users, their roles, and permissions across different compliance modules ### Key Features 1. **View Users** - Displays a list of all users with details such as: - **First Name & Last Name** - **Email** - **Assigned Module(s)** (e.g., Beyond Compliance, Risk Monitoring) - **Role(s)** (e.g., Compliance User, Beyond Cash Admin) - **Status** (Active/Inactive) 2. **Search Users** - Use the **Search bar** to quickly locate a user by name or email. **Invite New Users** 1. 1. Click the **+ Invite User** button to add new team members. 2. Fill in: 1. **First Name** 2. **Last Name** 3. **Email** 4. **Roles** (select from predefined roles based on system permissions) 3. Click **Invite** to send an invitation. 4. Active users are shown with a **green dot** and marked *Active*. 5. Inactive users are shown with a **red dot** and marked *Inactive*. ### Managing Users #### Editing or Removing a User - Use the three-dot menu (`⋮`) next to a user’s name for actions like: - Editing user details - Changing role assignments - Deactivating or removing a user #### Assigning Roles - Roles align with **modules** (e.g., Beyond Compliance, Risk Monitoring, General). - A single user can have multiple roles spanning across modules. ### Roles & Permissions #### 1. Creating a New Role 1. 1. Navigate to **User Management → Roles & Permissions**. 2. Click **New Role**. 3. Fill in the required fields: - **Role Name** → Enter a descriptive name (e.g., *Compliance Officer*, *IT Auditor*). - **Module Access** → Choose the module(s) the role applies to (e.g., Beyond Compliance). 4. Click the **+ (Add Permission)** button to configure permissions. #### Setting Permissions When setting up permissions, you can define what the role can access within the selected module. #### **Available Permissions (Example: Beyond Compliance Module)** - **Task Management →** Grants access to create and manage tasks - **Dashboard** → Grants access to compliance dashboards. - **Requirement** → Controls ability to view and manage compliance requirements. - **Metrics** → Grants access to the metrics library. - **Document Library** → Allows access to uploaded compliance documents. - **Custom Framework**→ Allows access to create custom framework. - **Report Management** → Controls ability to access and manage compliance reports. - **Data Management**→ Allows access to upload and manage datasets on the compliance platform #### Steps to Configure Permissions 1. For each section (e.g., Dashboard, Requirement, Metrics, etc.), click the **Access level dropdown**. - Options typically include: - **No Access** → User will not see the option/ does not have access to this feature - **Read Only** → User can see but not change. - **Editor** → User can view, create, and edit. 2. Once all permissions are configured, click **Save Permissions**. #### Applying Roles - Once a role is created, it can be assigned during **User Invitation** or updated later for existing users. - A single user can hold multiple roles across different modules. ### Best Practices - **Granularity**: Create roles tailored to specific job functions (e.g., *Compliance Reviewer* with view-only access). - **Segregation of Duties**: Avoid granting conflicting permissions (e.g., the same user both preparing and approving compliance reports). - **Periodic Review**: Regularly review roles to ensure access levels remain aligned with responsibilities. - **Least Privilege**: Always start with minimum necessary permissions and expand only as needed. #### Example Workflow 1. Create a new role: **Compliance Analyst**. 2. Assign **Module Access** → Beyond Compliance. 3. Configure permissions: - Dashboard → View Only - Requirement → Full Access - Metrics → View Only - Document Library → View Only - Report Management → No Access 4. Save role and assign it to new compliance team members during invitation. - [Getting Started with EMTECH](https://docs.emtech.com/getting-started-with-emtech?hsLang=en#main-content) - [Start Here!](https://docs.emtech.com/getting-started-with-emtech?hsLang=en#start-here) - [User Management](https://docs.emtech.com/getting-started-with-emtech?hsLang=en#user-management) - [Company Profiles](https://docs.emtech.com/getting-started-with-emtech?hsLang=en#company-profiles) - [Billing & Subscriptions](https://docs.emtech.com/getting-started-with-emtech?hsLang=en#billing-subscriptions) - [Logo Update](https://docs.emtech.com/getting-started-with-emtech?hsLang=en#logo-update) - [Beyond Sandbox](https://docs.emtech.com/beyond-sandbox?hsLang=en#main-content) - [Introduction to Regulatory Sandbox](https://docs.emtech.com/beyond-sandbox?hsLang=en#introduction-to-regulatory-sandbox) - [Account Set up](https://docs.emtech.com/beyond-sandbox?hsLang=en#account-set-up) - [Sandbox Overview](https://docs.emtech.com/beyond-sandbox?hsLang=en#sandbox-overview) - [User Management on Beyond Sandbox](https://docs.emtech.com/beyond-sandbox?hsLang=en#user-management-on-beyond-sandbox) - [Products](https://docs.emtech.com/beyond-sandbox?hsLang=en#products) - [Get Ready](https://docs.emtech.com/beyond-sandbox?hsLang=en#get-ready) - [Applications](https://docs.emtech.com/beyond-sandbox?hsLang=en#applications) - [Requests](https://docs.emtech.com/beyond-sandbox?hsLang=en#requests) - [Periodic Reports](https://docs.emtech.com/beyond-sandbox?hsLang=en#periodic-reports) - [API Docs](https://docs.emtech.com/beyond-sandbox?hsLang=en#api-docs) - [Reports](https://docs.emtech.com/beyond-sandbox?hsLang=en#reports) - [Sandbox Billing](https://docs.emtech.com/beyond-sandbox?hsLang=en#sandbox-billing) - [Metrics Library](https://docs.emtech.com/beyond-sandbox?hsLang=en#metrics-library) - [Regulatory Library](https://docs.emtech.com/beyond-sandbox?hsLang=en#regulatory-library) - [Integrations](https://docs.emtech.com/integrations?hsLang=en#main-content) - [Sandbox FSP API Integration Playbook](https://docs.emtech.com/integrations?hsLang=en#sandbox-fsp-api-integration-playbook) - [Sandbox Reporting API Integration Guide](https://docs.emtech.com/integrations?hsLang=en#sandbox-reporting-api-integration-guide) - [Beyond Cash](https://docs.emtech.com/beyond-cash?hsLang=en#main-content) - [CBDC Innovation Kit](https://docs.emtech.com/beyond-cash?hsLang=en#cbdc-innovation-kit) - [Beyond Compliance](https://docs.emtech.com/beyond-compliance?hsLang=en#main-content) - [Onboarding to Beyond Compliance](https://docs.emtech.com/beyond-compliance?hsLang=en#onboarding-to-beyond-compliance) - [Overview](https://docs.emtech.com/beyond-compliance?hsLang=en#overview) - [Custom Frameworks](https://docs.emtech.com/beyond-compliance?hsLang=en#custom-frameworks) - [Requirements](https://docs.emtech.com/beyond-compliance?hsLang=en#requirements) - [Task Management](https://docs.emtech.com/beyond-compliance?hsLang=en#task-management) - [Task Configuration](https://docs.emtech.com/beyond-compliance?hsLang=en#task-configuration) - [Documents](https://docs.emtech.com/beyond-compliance?hsLang=en#documents) - [Data Management](https://docs.emtech.com/beyond-compliance?hsLang=en#data-management) - [Metrics Library](https://docs.emtech.com/beyond-compliance?hsLang=en#metrics-library) - [Dashboards](https://docs.emtech.com/beyond-compliance?hsLang=en#dashboards) - [Reports Management](https://docs.emtech.com/beyond-compliance?hsLang=en#reports-management) - [I need help with an issue](https://docs.emtech.com/i-need-help-with-an-issue?hsLang=en#main-content) - [EMTECH Support Center](https://docs.emtech.com/i-need-help-with-an-issue?hsLang=en#emtech-support-center) - [FAQs](https://docs.emtech.com/faqs?hsLang=en#main-content) - [Beyond Sandbox](https://docs.emtech.com/faqs?hsLang=en#beyond-sandbox) [![Chill listening crop-3](https://docs.emtech.com/hs-fs/hubfs/emtech_logo_blue.png?width=121&height=24&name=emtech_logo_blue.png "Chill listening crop-3")](https://www.emtech.com) Copyright © 2026, EMTECH Solutions Inc.