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Probo uses role-based access control (RBAC) to govern what each member of your organization can see and do. Every user is assigned exactly one role per organization.

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Roles

Owners have full access to the organization, including billing, organization settings, and all compliance data. Only an Owner can promote another member to Owner or delete the organization.
  • Manage organization settings and billing
  • Invite, update, and remove members (including SCIM-provisioned users)
  • Assign any role, including Owner
  • Create, update, and delete SAML and SCIM configurations
  • Full access to all compliance data: frameworks, risks, vendors, policies, evidence, and audit logs
Admins can manage the team and all compliance content, but cannot delete the organization or manage SSO/SCIM configuration.
  • Invite members and update roles (except promoting to Owner)
  • Manage frameworks, risks, vendors, policies, and evidence
  • View SAML and SCIM configuration (read-only)
  • View audit logs
  • Cannot delete the organization
Employees can view compliance data and contribute to tasks and evidence assigned to them. This is the default role assigned when a user joins via SSO or SCIM provisioning.
  • View compliance frameworks, controls, and risks
  • Complete assigned tasks and upload evidence
  • View organization member directory
Viewers have read-only access to your organization’s compliance data. Suitable for stakeholders who need visibility without making changes.
  • View frameworks, risks, vendors, and policies
  • View the member directory
  • View audit logs
  • Cannot create, update, or delete any resource
Auditors have read-only access, with additional visibility into audit reports. Intended for external auditors performing compliance reviews.
  • Everything a Viewer can do
  • View detailed audit log entries
  • Cannot create, update, or delete any resource

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Permissions reference

ActionOwnerAdminEmployeeViewerAuditor
Manage organization settings✓✓
Delete organization✓
Invite members✓✓
Remove members✓
Assign Owner role✓
Change member roles✓✓
Manage SAML configuration✓
View SAML configuration✓✓
Manage SCIM configuration✓
View SCIM configuration✓✓
View audit logs✓✓✓✓
Manage frameworks, risks, vendors✓✓
View compliance data✓✓✓✓✓
Complete assigned tasks✓✓✓

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Inviting users

1

Open team settings

In your organization, navigate to Settings → Members.
2

Create the user profile

Click Add member and fill in:
  • Full name
  • Email address
  • Role — select from Owner, Admin, Employee, Viewer, or Auditor
  • Kind — optionally specify the profile kind (for example, employee or contractor)
  • Position — job title (optional)
  • Contract start / end dates — for contractors with a fixed engagement period (optional)
3

Send the invitation

Click Invite. Probo sends the user an email with a link to activate their account and join your organization.
If your organization uses SCIM provisioning, users are created automatically from your identity provider. You do not need to invite them manually. See SCIM provisioning.

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Changing a user’s role

1

Open team settings

Navigate to Settings → Members.
2

Edit the membership

Find the member in the list and click the role badge or the Edit option next to their name.
3

Select a new role

Choose the new role from the dropdown and save. The change takes effect immediately.
Only Owners can assign or revoke the Owner role. Admins can change roles for all members except Owners.

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Profile kinds and contractor dates

Each user profile has an optional kind field that describes the nature of the engagement. Common values include employee and contractor. For contractors, you can set:
  • Contract start date — the date the engagement begins
  • Contract end date — the date the engagement ends
When a contract end date is in the past, the profile is considered contract-ended. You can filter member lists to exclude contract-ended users.

SSO with SAML

Configure single sign-on for your organization.

SCIM provisioning

Automate user provisioning from your identity provider.

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