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RBAC - Workspace Manager Role
RBAC - Workspace Manager Role

Learn about and how to assign that Workspace Managers role to oversee compliance for specific workspaces

Dana Mauger avatar
Written by Dana Mauger
Updated over a week ago

Workspace Managers have limited access that allows them to complete common tasks related to their assigned workspace(s).

Workspaces is an add feature that must be enabled to have workspace manager roles. Reach out to the Customer Success team to learn more or to enable Workspaces.

Assign workspace manager roles

Note: Only admins can assign roles.

You can assign workspace manager roles under the workspace drawer on the Company Info page. There are two ways to access the Company Info page:

  1. From the Settings page, select 'Company Info' or

  2. From the Settings page, select 'Role Administration', scroll to the workspace manager section, and select 'Open company info'.

From the Company Info page, go to the desired workspace and select edit.

From the drawer, go to the 'Workspace manager' section and search the name of the person you want to assign and select 'Add' next to their name. Select 'Save'.

NOTE: You can assign multiple workspace managers for the same workspace. Additionally, workspaces are not required to have any assigned workspace managers.

Assign read-only access to a workspace manager

Go to the same drawer you assigned that workspace manager, and toggle on the 'Read only' permission next to their name. Select 'Save'.

Remove a workspace manager

Go to the same drawer you assigned that workspace manager, and select the 'X' next to their name. Select 'Save'.

Workspace manager access

The side navigation of the Drata app is divided into several sections, each containing pages you can access based on your role:

Note: If your role has the read-only permissions enabled, you can only view, filter, and download the data on the pages available to the role. You cannot modify the data or do certain actions available on that page.

  • Dashboard

  • Tasks

  • Compliance

  • Trust

  • Risk

  • Governance

  • Connections

  • Settings

  • Help Menu

Dashboard

The Dashboard page provides a holistic view about your organization's risk and compliance posture. To learn more, go to Operational Compliance Dashboard.

Tasks

Access all the tasks on the Tasks page. To learn more about Tasks, go to Task.

Compliance

Access the following pages under the Compliance section on the navigation bar:

Trust

Access the following pages under the Trust section on the navigation bar:

Risk

Access the following pages under the Risk section on the navigation bar:

  • Risk Assessment page: Complete and assign assessments. Learn more about Risk Assessment.

  • Risk Management page: Manage risks, create tickets, and map controls to risks. Risk Management is an add-on feature. Learn more about Risk Management.

  • Vendors page: Edit vendor details, complete report reviews, and add vendors. Learn more about Vendors.

  • Assets page: Edit assets details and complete report reviews. Learn more about Assets.

Governance

Access the following pages under the Governance section on the navigation bar:

  • Personnel page: Edit personnel details and take actions related to personnel. To learn more, go to Personnel Overview.

  • Policy Center page: View, download, create, or edit policies. To learn more, go to Policy Center: Link your policies to your controls.

  • Access Review page: Identify and resolve permission and access issues with accounts, including addressing unauthorized accounts. Access Review is an add-on feature. Learn more about User Access Review.

Connections

On the Connections page, view or add the available connection. You can also manage your connections or resynchronize the connected vulnerability scanning. Learn more about the available connections.

Settings

The Settings page can be found as an option under the user menu. Workspace managers have access to 'My Settings'.

Help Menu

Select the help icon or Help & Feedback option to access the Help & Feedback drawer.

This drawer displays sections containing the help center, upcoming features, and community. You can also grant or revoke remote support access for all personnel on the Help & Feedback drawer.

More info

Want to know more about RBAC and Role Administration? Learn more here.

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