11 User Access Management

This topic describes user access to Thredd Protect and how to raise a request for access or to change permissions.

Different levels of user access can be configured on the Thredd Protect portal, depending on role. For example, some users may only be able to view information about transactions and rules while others can view transactions, edit rules and run reports.

In Thredd Protect, there are three Default User Access Types based on role:

• Manager

• Analyst

• View Only

The following table shows the Default User Access Types with additional access permissions highlighted in blue:

Thredd Protect Default User Access Types
View Only	Risk Analyst	Manager
Report Manager	Report Manager	Report Manager
-	-	+ Report Manager
-	-	+ Report Scheduler
Transactions	Transactions	Transactions
View all Transactions	View all Transactions	View all Transactions
View all Suspicious Transactions	View all Suspicious Transactions	View all Suspicious Transactions
View all Operator Marked Events	View all Operator Marked Events	View all Operator Marked Events
View all System Marked Events	View all System Marked Events	View all System Marked Events
Export Data to CSV	Export Data to CSV	Export Data to CSV
-	+ Review/Mark Transactions	Review/Mark Transactions
File Management	File Management	File Management
Access to all files	Access to all files	Access to all files
Denylist and allowlist management	Denylist and allowlist management	Denylist and allowlist management
-	View all records	View all records
-		+ Add/Delete/Edit Records
Rules	Rules	Rules
View Rules	View Rules	View Rules
-	-	+ Edit Rules
-	-	+ Edit Datasets
-	-	+ Edit Statistical Parameters
Cases	Cases	Cases
-	+ Open/Manage Cases	Open/Manage Cases

11.1 Requesting Changes to User Access

Thredd Protect user management is carried out by Thredd. To create a new user or request a change to permissions, the person responsible for user access permissions in your organisation needs to use the Thredd customer support portal to raise a customer support request.

For a user creation request, the person responsible for user access permissions in your organisation needs to provide the following information to Thredd:

• First name

• Surname

• Email address

• Required Access Type: Manager / Risk Analyst / View only

An institution can have a maximum of two Managers and an unlimited number of Analysts and View Only access type accounts.