Your roles and where to start
One person can hold several roles under one sign-in — in ERM Core, in BCP Core and in several companies of the group. This page shows where each role starts.
Where each persona starts
Section titled “Where each persona starts”What each role may read and do is set out in Roles and permissions. Every act is limited to the entity where the role is granted.
ERM Core
Section titled “ERM Core”| Persona | Lands on | First task |
|---|---|---|
| Risk Champion | The risk register of your own team | Draft your team’s risks and prepare the filing; report loss events; draft your team’s BIA activities |
| Reviewer | Filings waiting for your review | Review a filing, or return it with a reason |
| Approver | Filings waiting for your approval | Approve a filing; read sensitive loss events at once |
| Entity Risk Manager | Your entity’s executive summary | Validate or reject loss events, define and calibrate KRIs, approve the BIA, reopen filings and run period work |
| Executive / RMC | Your entity’s executive summary | Read risks, losses, KRIs and the BIA for your entity and everything beneath it |
| Group RM | The group roll-up | Open the year and set the group configuration — acting at the group root only |
| Group Reader | The group roll-up | Read the whole tree, using validated loss events only |
| Administrator | People, roles and organisation | Maintain people, roles and the organisation structure; never acts on client records |
BCP Core
Section titled “BCP Core”| Persona | Lands on | First task |
|---|---|---|
| Staff | Your check-in | Check in, and report in when the call tree is activated |
| Team head | Your team’s status | See who in your team has not reported; act as alternate for your team in the call tree |
| Line executive | Your line’s status | Read the status of your whole line, without sensitive detail |
| HR | The staff list | Keep the staff list and accounts up to date |
| BCP head | The BCP level | Order the BCP level and activate the call tree |
| Operator | The BCP level, once activated | Enter the level the BCP head has ordered and operate the call tree |
Several roles under one sign-in
Section titled “Several roles under one sign-in”- Your roles across both modules appear together after you sign in. Each screen shows the buttons your roles allow on the entity you are looking at.
- If you hold roles in several companies of the group, switch company from the header.
- An operator acts only after being activated; see Product rules and Roles and permissions.
Seeing your own roles
Section titled “Seeing your own roles”Open the roles panel to see every role you hold, the entity where each one is granted and since when. The panel is read-only for users: roles are granted and revoked by the Entity Risk Manager or the administrator, and revoked roles stay in the history.