title: Role-Based Views¶

👁️ Role-Based Views¶

📋 Process Description¶

The Role-Based Views process manages how different stakeholders interact with the GetCimple platform based on their organizational role and responsibilities. This process ensures that each user sees the appropriate information, features, and interfaces needed for their specific governance function.

🎯 Key Objectives¶

Provide tailored interfaces for different stakeholders
Focus user attention on relevant information
Streamline workflows for specific roles
Support appropriate governance separation
Enhance user experience and adoption

👥 Key Stakeholders¶

Board Directors: Governance oversigh
CEO/Management: Operational management
Compliance Team: Day-to-day governance
Department Heads: Departmental compliance
Staff: Policy acknowledgment and tasks

🔄 Role-Based View Components¶

1. Director View¶

Focused on governance oversight:

Dashboard: High-level compliance status
Reports: Board-ready governance reports
Risk Oversight: Risk acceptance and monitoring
Policy Approval: Streamlined review and approval
Meeting Preparation: Board meeting suppor

2. CEO/Management View¶

Focused on operational governance:

Tasks: Assigned and delegated responsibilities
Assets: Asset register and management
Risks: Risk management and mitigation
Compliance: Organizational compliance status
Resources: Implementation resource management

3. Compliance Team View¶

Focused on governance operations:

Policy Management: Comprehensive policy tools
Implementation Tracking: Detailed status monitoring
Evidence Management: Documentation collection
Reporting: Detailed compliance reporting
Administrative Tools: Platform management

4. Department Head View¶

Focused on team compliance:

Department Dashboard: Team-specific compliance
Task Management: Departmental task assignment
Training: Team training and awareness
Evidence Collection: Department-specific evidence
Risk Management: Team-specific risk handling

5. Staff View¶

Focused on individual responsibilities:

Policy Acknowledgment: Required reading
Personal Tasks: Assigned compliance activities
Training: Required learning modules
Evidence Submission: Documentation upload
Support: Help and guidance access

📊 View Configuration¶

User Experience Design¶

Each role view is designed with:

Role-appropriate information density
Relevant data visualization
Priority task highlighting
Streamlined workflow paths
Intuitive navigation

Feature Access¶

Feature visibility varies by role:

Full Access: All features visible and usable
Partial Access: Limited functionality
Read-Only: Information visible but not editable
Hidden: Featurest not visible
Contextual: Featurest available in specific contexts

Dashboard Configuration¶

Dashboards are configured with:

Role-relevant key performance indicators
Appropriate visualization types
Action-oriented interface elements
Personalization options
Most-used features prominence

🧩 Role Flexibility¶

View Customization¶

The system supports various customization options:

Organization-specific role definitions
Custom role creation
Permission fine-tuning
Dashboard personalization
Workflow adaptations

Role Hierarchy¶

Views can be structured in hierarchical relationships:

Parent/child role relationships
Permission inheritance
Scope limitations (organization, department, team)
Delegation capabilities
Temporary role assignments

⚙️ Technical Implementation¶

View Engine¶

Role-based access control
Interface rendering framework
Feature visibility management
Data access filtering
Configuration management

Integration Points¶

User Directory: Role assignment
Dashboard System: View rendering
Policy Management: Feature access
Approval Process: Role-appropriate workflows
Reporting Engine: Role-specific reports

📋 Success Criteria¶

Relevance: Each role sees appropriate information
Usability: Interfaces match role requirements
Efficiency: Streamlined workflows for each role
Adoption: Users engage effectively with system
Governance: Appropriate separation of duties