Reference
Roles across the products
The roles in HRS Learn, HRS Triage, HRS Exposure and the partner console side by side, and how to keep admin access small.
Each product has its own short list of roles, because each does a different job. A person can hold a different role in each one: an IT lead might be an admin in HRS Learn and a viewer in HRS Triage.
HRS Learn
| Role | Shown as | Can |
|---|---|---|
| Employee | Learner or Employee | Their own training, policies, score and certificates. Nothing about anyone else's results. |
| Organization admin | Admin | Everything in the organization: people, training, simulations, policies, reports, settings and billing. |
| MSP admin | MSP admin | Their own MSP plus the client organizations it manages, through the partner console. |
Two things that aren't roles:
- Manager is a reporting line, not a permission. A manager can be told when one of their people repeatedly falls for practice phishing, and gets a coaching guide for that conversation. They don't get admin access.
- HRS staff are never members of your organization and never take a seat. Support access to your organization is granted for a limited time, with a reason, and logged.
When you add someone, by hand, by CSV, by SCIM or by single sign-on, they start as an employee unless you choose otherwise. Nobody can change their own role. See Roles and what each one can do.
HRS Triage
| Role | Can |
|---|---|
| Viewer | See cases, verdicts, scores, indicators and the audit trail. |
| Analyst | Everything a viewer can, plus read reported emails and attachments, export, set verdicts and act on cases and campaigns. |
| Admin | Everything an analyst can, plus manage analysts, settings and automation, and approve actions. |
Triage also has scope: one organization, or every client of an MSP. See Roles, scope and managing analysts.
HRS Exposure
| Role | Can |
|---|---|
| Viewer | Read findings and reports. |
| Analyst | Everything a viewer can, plus triage findings, run scans and manage domains. |
| Admin | Everything an analyst can, plus manage users, organization settings and API keys. |
People who open Exposure from HRS Learn arrive with a role based on their HRS Learn access.
Partner console team
| Role | Can |
|---|---|
| Admin | Run the partner console and operate inside client organizations. |
| Operator | Operate inside client organizations. |
| Read-only | View the partner console without operating inside clients. |
MSP team members are added by HRS. See MSP questions.
Keep admin small
Many people who ask for admin want something narrower: their team's completion figures, a report they can read, or someone else to assign training for them. A filtered report or an export usually answers it. Give admin to the few people who need to change settings, people or billing, and review the list each quarter.