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Roles & permissions

Every staff user has exactly one Role (/roles/, needs roles.manage), and a role is just a named set of permissions. RedScribe ships four built-in roles with sensible defaults, but roles themselves are fully dynamic. You can edit the built-in ones or create entirely new ones with any combination of permissions.

Role Default permissions
Superadmin Every permission, always. Not editable, and always requires MFA regardless of the instance-wide mfa_required toggle.
Team Lead engagements.create, engagements.manage, engagements.view_all, engagements.release_to_client, catalogue.manage, catalogue.approve, catalogue.delete_any, findings.review, findings.review_own, findings.qa, findings.qa_own, reports.trends, checklist_templates.manage, clients.manage
Senior findings.review, findings.qa, catalogue.approve
Consultant (none by default; engagement membership is what grants day-to-day access)

These defaults are a starting point, not a fixed hierarchy. Edit any non-Superadmin role’s permission set from its detail page.

Permission What it grants Category
engagements.create Create engagements Engagements
engagements.manage Manage engagement membership, metadata, and scope-change approval (non-archived engagements) Engagements
engagements.view_all View every non-archived engagement without needing explicit membership Engagements
engagements.release_to_client Approve releasing an engagement’s findings to the client portal Engagements
catalogue.manage Create, edit, and delete vulnerability catalogue templates Catalogue
catalogue.approve Approve draft vulnerability catalogue entries Catalogue
catalogue.delete_any Delete any catalogue entry, including ones created by someone else Catalogue
catalogue.bulk_manage Export/import the whole vulnerability catalogue at once Catalogue
checklist_templates.manage Manage checklist templates Checklist
report_settings.manage Manage report profiles and export settings Reports
reports.trends View cross-engagement trend reporting Reports
findings.review Review findings (eligible to be assigned as reviewer) Finding Review
findings.review_own Review findings authored by yourself Finding Review
findings.qa QA findings (eligible to be assigned as QA reviewer) Finding Review
findings.qa_own QA findings authored by yourself Finding Review
findings.act_any_assignment Submit any finding’s review/QA decision, regardless of who it’s assigned to Finding Review
clients.manage Manage client-portal companies and accounts Client Portal
users.manage ⚠️ Manage user accounts (create, deactivate, change roles) Administration
roles.manage ⚠️ Manage roles and permissions, including this list Administration
feature_flags.manage Manage feature flags Administration
licensing.manage Manage the license key Administration
audit_log.manage View and purge the audit log Administration
field_visibility.manage Manage which finding/catalogue fields are visible Administration
branding.manage Manage firm branding (name, logo) shown on the login page, sidebar, and reports Administration

See Permissions reference for this same table in a form meant for quick lookup while configuring a role.

findings.review_own / findings.qa_own vs. findings.act_any_assignment

Section titled “findings.review_own / findings.qa_own vs. findings.act_any_assignment”

These solve different problems:

  • *_own lets someone review/QA findings they wrote themselves, which is useful for a small team where strict segregation of duties on every single finding isn’t practical.
  • findings.act_any_assignment lets someone act on any finding’s review/QA decision regardless of who it’s assigned to, which helps a Team Lead cover for an absent reviewer without having to reassign the finding first just to unblock it.

Neither implies the other; grant whichever matches the actual workflow gap you’re solving.