Roles Overview

PolicyHQ uses role-based access control. Your role determines which pages appear in the sidebar and which actions you can take.

Roles in the system: - OrgUser - PolicyApprover - OrgAdmin - ConsultantAdmin - SuperAdmin - AuditorReadOnly

How roles are assigned: - Roles are managed by administrators or the platform team via Microsoft Entra ID app roles. - A user-org mapping in the database can override the token role for day-to-day access.

Primary navigation areas: - My Workplace: Policies to Acknowledge, Policies to Approve - Management: Policies, Templates, Org Profile, Business Units, Exports, Reports, Audit & Logs

Use the role pages below for responsibilities, permissions, and step-by-step actions.