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Roles & Permissions

ConcertoGRC uses role-based access control. Each user is assigned a single role that determines what they can see and do within the platform.

Tenant Roles

These roles apply to users within an organization:

RoleDescription
Tenant AdminFull organizational control — manage all settings, users, data, and configurations
Tenant UserStandard read/write access to compliance data — create and edit records, upload evidence, view reports
Tenant AuditorRead-only access for audit and review purposes — view and export data, cannot create or edit
Tenant ExecutiveDashboard-focused access for leadership visibility — view dashboards and high-level reports

Permission Matrix

ActionAdminUserAuditorExecutive
View dashboards
Read all data
Create/edit records
Delete records
Generate reports
Export data
Manage users
Configure settings
Manage integrations

Platform Roles

These roles are for Concerto team members who operate the platform:

RoleDescription
Concerto Super AdminFull platform access — manage all tenants, platform configuration, master frameworks
Concerto TeamPlatform operations — access tenant data, run migrations, manage integrations

Platform roles can switch between tenant organizations using the organization switcher in the sidebar.

Module-Specific Roles

Some modules have additional role concepts beyond the standard tenant roles:

ModuleAdditional Roles
Customer CommitmentsCompliance Reviewer (triage), Legal Approver (approval workflow)
AssessmentsAudit firm users have separate roles — Firm Admin and Firm User
Tabletop ExercisesParticipants with Facilitator, Observer, or Player roles

Assigning Roles

Tenant administrators manage user roles from Administration → Users. Select a user and update their role in the detail panel. Role changes take effect immediately.