Configuring Level 2 User Access Settings

Important: New user profiles are created in the Admin Settings of NAVEX One. See Adding a User for more information.

When a new Third-Party Screening & Monitoring user profile is assigned to Level 2 in the NAVEX One Platform, additional settings for third-party information and report-related actions are displayed. Level 1 users can edit these settings after the profile is created. Each setting is described below.

Apply a User Template

You can apply an existing User Template to automatically assign user access and restrictions. Selecting this action will disable the remaining options. For instructions on creating a template, see User Templates.

If you proceed without a user template and select Yes for any of the next four questions, the Save button changes to Next. Click Next to configure the selected restrictions.

Note: These options can vary based on how your Third-Party Screening & Monitoring system is configured.

Restrict Reports This User Can Order

Note: New report definitions are available to all users except those with existing report restrictions. Users restricted from ordering certain reports cannot order the new report type.

This setting controls whether a user can order reports and which reports are available. By default, a new user does not have restrictions on which reports can be ordered, but they cannot add external analyst activity items to report requests. This means:

The user can order most report types, including the ESG due diligence reports for Climate Risk, Human Rights, and Sustainability Risk.
The user cannot order EDD, IDD, and OSI reports.

To specify which reports this user can order:

For Do you want to restrict which reports this user can order?, select Yes.
Click Next.
Select individual reports that the user can request, or select the This user may not request any reports check box.

Note: Restricting a report type does not affect the user's ability to view existing reports of that type in the Reports page.
Select Next or Save (depending on which button is displayed).

Allow This User to Add External Analysis Activities

This setting controls whether a user can add external analysis activities, such as an analyst review or enhanced due diligence, to a report.

To change this setting:

For Is this user allowed to add any external analysis activities to a report?, select Yes.
Click Next.
Select individual external analysis activities that the user can add to a report, or click the Select All check box to include all available external analysis activities.
Click Next or Save (depending on which button is displayed).

Limit This User's Access to Third Party Information

This setting controls how a user's access to third parties is restricted, whether by role, third party attribute, or both. For details on the criteria for limiting access, see Limit Level 2 User Access to Third Parties.

Allow This User to Upload Reports

This setting controls whether a user can upload reports. Select Yes to enable the user to upload reports for accessible third parties.

Allow This User to Mark Reputation Alerts as False Positives

This setting controls whether a user can mark reputation alerts as false positives. Select Yes to enable the user to mark false positives for accessible third parties' reputation alerts.

Note: If your organization has the Unreviewed Screening Reports feature enabled, this option is unavailable.