Permissions Release Notes: Assessment Automation

Templates create and publish

Create assessment templates

These permissions have been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, Disclosures Administrator, ERM Manager, ESG Manager, Incidents Manager, IT Risk Manager, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Vendor Manager, Vendorpedia Assessment Coordinator

These permissions have been granted to custom roles that were previously assigned the Templates create and publish permission.

Publish assessment templates

Templates archive

Archive assessment templates

These permissions have been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, Disclosures Administrator, ERM Manager, ESG Manager, Incidents Manager, IT Risk Manager, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Vendor Manager, Vendorpedia Assessment Coordinator

These permissions have been granted to custom roles that were previously assigned the Templates archive permission.

Restore assessment templates

Assessment score profiles

Create scoring profiles for assessment templates

These permissions have been granted to the following system roles:

AI Governance Manager, Assessments Manager, Audit Manager, Data Mapping Automation Manager, ERM Manager, IT Risk Manager, Site Admin, Tech Risk & Compliance Admin, Vendor Manager

These permissions have been granted to custom roles that were previously assigned the Assessment score profiles permission.

Delete scoring profiles for assessment templates

Edit scoring profiles for assessment templates

View scoring profiles for assessment templates

Templates update

Edit assessment templates

Templates delete

Delete assessment templates

Templates copy

Copy assessment templates

Templates lock

Lock assessment templates

Templates import

Import assessment templates

Templates export

Export assessment templates

Template translations

Translate assessment templates

Templates edit published

Edit assessment template versions

Templates question add

Create questions in assessment templates

Template copy question

Copy questions in assessments templates

Templates controls question filters

Edit response filters for assessment template questions

Self Service Portal config

Edit assessment template settings in Self Service Portal

PIA & DPIA Automation Settings

Edit assessment automation settings

Assessment delete

Restore assessments

These permissions have been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, Disclosures Administrator, ERM Manager, ESG Manager, Exchange Manager, Incidents Manager, IT Risk Manager, Managed Service Provider, Maturity & Planning Manager, Program Benchmarking Manager, Site Admin, Tech Risk & Compliance Admin, TPDD Admin, Vendor Manager, Vendorpedia Assessment Coordinator

These permissions have been granted to custom roles that were previously assigned the Assessment delete permission.

Bulk delete assessments

Delete Assessments

Manage all section assignment workflow

Edit assessment sections

These permissions have been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, ERM Manager, ESG Manager, Exchange Manager, Incidents Manager, IT Risk Manager, Managed Service Provider, Site Admin, Tech Risk & Compliance Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Vendor Manager, Vendorpedia Assessment Coordinator

These permissions have been granted to custom roles that were previously assigned the Manage all section assignment workflow permission.

View assessment section assignments

Assessment can be approver

Act as a project approver on assessments

These permissions have been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, Disclosure Approver, Disclosures Administrator, ERM Manager, ESG Manager, Exchange Manager, Incidents Manager, IT Risk Manager, Managed Service Provider, Maturity & Planning Manager, Privacy Officer, Program Benchmarking Manager, Site Admin, Tech Risk & Compliance Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Vendor Manager

These permissions have been granted to custom roles that were previously assigned the Assessment can be approver permission.

Undo assessment review

Assessment close info request

Close information requests for assessments

These permissions have been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, Disclosure Approver, Disclosures Administrator, ERM Manager, ESG Manager, Exchange Manager, Incidents Manager, IT Risk Manager, Managed Service Provider, Maturity & Planning Manager, Privacy Officer, Program Benchmarking Manager, Site Admin, Tech Risk & Compliance Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Vendor Manager, Vendorpedia Assessment Coordinator

These permissions have been granted to custom roles that were previously assigned the Assessment close info request permission.

Reopen assessment question information requests

Manage assessment workflows

Archive workflow templates for assessments

These permissions have been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Mapping Automation Manager, Disclosure Approver, Disclosures Administrator, ERM Manager, ESG Manager, Exchange Manager, Incidents Manager, IT Risk Manager, Managed Service Provider, Site Admin, Tech Risk & Compliance Admin, TPDD Admin, Vendor Manager

These permissions have been granted to custom roles that were previously assigned the Manage assessment workflows permission.

Create workflow templates for assessments

Delete workflow templates for assessments

Edit workflow templates for assessments

Publish workflow templates for assessments

Restore workflow templates for assessments

View workflow templates for assessments

The following permissions have been merged into the View workflow templates for assessments permission:

• Manage assessment change workflows

• Edit approval stage assignment

• Manage assessment workflows

• TemplatesV2

View related assessments

The Assessment view related assessments and Assessment manage related assessments permissions have been merged into the View related assessments permission.

Reassess assessment

Reassess assessments

Assessment unlock

Reopen assessments

Assessment bulk import

Bulk create assessments

Approver can edit responses

Edit responses in assessment review

Manage assessment results

Edit assessment results

Assessment submit

Submit assessments

Assessment tagging

Edit assessment tags

Assessment complete task

Close assessment tasks

Manage unarchived assessments

Unarchive assessments

Edit approval stage assignment

Change approvers for assessment workflow stages

Assessment admin view

Edit public views of assessment list

View deleted assessments

View recycle bin for assessments

Assessment approve

Approve assessments

Manage archived assessments

Archive assessments

Assessment copy

Copy assessments

Assessment edit details

Edit assessments

Assessment approver reassign

Change assessment approvers

Assessment change assessment org

Change assessment organization

Assessment respondent reassign

Change assessment respondents

Assessment skip review stages

Change assessment workflow stage

Manage assessment change workflows

Change assessment workflow

AI assessment auto-responses

The AI assessment auto-responses permission has been added to give users the ability to enable the auto-answering of assessment questions.

This permission has been granted to the following system roles:

AI Governance manager, Answer library manager, Assessments manager, Audit manager, Business owner, Compliance manager, Data Mapping Automation manager, ERM manager, ESG manager, Exchange manager, Incidents manager, Invited user, IT Risk manager, Maturity & Planning Manager, Privacy officer, Program Benchmarking manager, Project owner, Project respondent, Project viewer, Question manager, Site admin, Tech Risk & Compliance Admin, TPDD admin, TPDD compliance manager, TPDD enhanced due diligence requester, Vendor manager, Vendorpedia assessment coordinator

This permission has not been granted to custom roles by default but can be configured.

AI assessment auto-response setting

The AI assessment auto-response setting permission has been added to give users the ability to enable the AI Auto-Responses Feature Set.

This permission has been granted to the Site admin system role.

This permission has not been granted to custom roles by default but can be configured.