User Roles

User Roles

Carve uses a role-based security model. Five user roles are supported in Carve:
  1. Stakeholder
  2. Project Manager
  3. Facilitator
  4. Business Admin
  5. Company Admin
Each user is assigned a role based on the functional capabilities they require. The tables below summarize some of the capabilities of each user based on the edition of Carve being used.

Professional/Enterprise Edition

RoleStakeholder
Project Manager
FacilitatorBusiness AdminCompany Admin
Project Dashboard
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+
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View Assessment
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+
+
+
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View Self Assessment

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+
+
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Print Assessment Report
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+
+
+
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Analytics Dashboard
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+
+
+
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Change Password
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+
+
+
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Import Assessment


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+
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Export Assessment



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Create Project
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+
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Create Self Assessment

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+
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Prepare Self Assessment

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+
+
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Create Assessment

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+
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Prepare Assessment

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+
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Use Carve Hybrid Intelligence (Company and Industry benchmarks)


+
+
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Use Executive Summary Outlines


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Share Assessment
(PDRI only)

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+
+
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Change Portfolio
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Change Project Name
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Delete Assessments/Projects
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Restore Deleted Assessments/Projects



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Close Projects


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Manage Action Items
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Manage Portfolios


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Manage Users


View
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Add Templates


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Manage Templates (Activate / Deactivate, Export Assessment Data)


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Print Facilitation Package


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Edit Templates


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Manage Executive Summary Outlines



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Manage Project Status


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Manage Score Range


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Manage MFA




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Manage SSO



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Manage API




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Essential Edition

Role
Stakeholder
Project Manager
Facilitator
Business Admin
Company Admin
Project Dashboard
+
+
+
+
+
View Assessment
+
+
+
+
+
View Self Assessment

+
+
+
+
Print Assessment Report
+
+
+
+
+
Analytics Dashboard





Change Password
+
+
+
+
+
Import Assessment

+
+
+
+
Create Project

+
+
+
+
Create Self Assessment

+
+
+
+
Prepare Self Assessment

+
+
+
+
Create Assessment


+
+
+
Prepare Assessment


+
+
+
Use Carve Hybrid Intelligence (Industry benchmarks only)


+
+
+
Use Executive Summary Outlines


+
+
+
Share Assessment (PDRI only)

+



Change Portfolio

+



Change Project Name

+
+
+
+
Delete Assessments/Projects

+
+
+
+
Restore Deleted Assessments/Projects




+
Close Projects



+
+
Manage Action Items

+
+
+
+
Manage Portfolios





Manage Users




+
Add Templates




+
Manage Templates (Activate / Deactivate, Export Assessment Data)




+
Print Facilitation Package


+
+
+
Edit Templates





Manage Executive Summary Outlines





Manage Project Status




+
Manage Score Range





Manage MFA




+

Stakeholder

A stakeholder is the most basic user role in Carve. These users may be direct members of the project, executive managers, design or engineering consultants, or anyone else who you want to access your assessment results but without permissions to facilitate, manage assessments, or edit assessment data. The stakeholder role allows users to:
  1. View project and portfolio dashboards
  2. View published assessments
  3. Print assessments and reports
A stakeholder cannot create, edit, prepare, share, or delete projects, assessments, or portfolios; essentially this is a view-only user role.

Project Manager

Project Managers fall between stakeholders and facilitators in Carve, with limited access to edit projects and assessments. These users would typically be a project manager for one or many projects with facilitated assessments in Carve. Following an assessment, they would be responsible for updating action items within their project. Although Project Managers cannot create or conduct assessments, they can create self-assessments for their projects.
The project manager role allows users to:
  1. View project and portfolio dashboards
  2. View assessments and edit action items within an assessment
  3. Print assessments and reports
  4. Conduct self-assessments

Facilitator

Facilitators are typically the power users of Carve. The facilitator or co-facilitator (scribe) will use Carve to support assessment facilitations with project teams. They will walk through the assessment elements with the project stakeholders during the assessment. Low-definition items, element scores, gaps, and action items will be recorded in Carve as the assessment progresses. After the assessment, the facilitator will use Carve to finalize the action items and write the executive summary for the final report. 

The facilitator role allows users to:
  1. Create, edit, and delete projects, assessments, and self assessments
  2. Import assessment data (from existing CII PDRI templates)
  3. Prepare the final report
  4. Share the final report with other users (PDRI reports only)

Business Admin

For clients with IT compliance requirements where managing users is a restricted function, we have introduced a Business Admin role.
The Business Admin has access to everything that the Company Admin role has, except for managing users, SSO, and API (in Professional and Enterprise Editions). With the new Business Admin role, clients will be able to support the following division of responsibilities:

Essential Edition

Administrative Tasks
Company Admin
Business Admin
Manage Portfolio


Manage Users
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Manage Templates


Manage Executive Summary Outlines


Manage Project Status
+

Manage Score Range


Manage MFA
+

Manage SSO
+

Professional/Enterprise Edition

Administrative Tasks
Company Admin
Business Admin
Manage Portfolio
+
+
Manage Users
+
Read-only
Manage Templates
+
+
Manage Executive Summary Outlines
+
+
Manage Project Status
+
+
Manage Score Range
+
+
Manage MFA
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Manage SSO
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Manage API
+

Company Admin

Professional and Enterprise Edition

The Company Admin role has full capabilities in Carve, including the ability to manage users and to manage MFA, SSO and API configurations. In addition, Company Admins control:
  1. Creating Portfolios
  2. Activating and inactivating templates
  3. Configuring the templates and element/factor descriptions to meet specific business requirements

Essential Edition

In Carve Essential Edition, the Company Admin role can:
  1. Manage Users
  2. Manage Project Status
  3. Manage MFA
  4. Add Templates



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