User Permissions

User Roles and Permissions

All of your collaborators — all in one place

Be prepared to respond to today's rapidly evolving trade regulations and supply chain disruptions by ensuring your teammates and customers have access to collaborate with you in Altana. When all of your stakeholders are working together in Altana, you can make informed decisions faster than ever.

Add a New User

Invite new users to access Altana by populating this spreadsheet and sharing it with your account management team. You will need to provide the following information:

• First Name

• Last Name

• Company

• Email

• Role — see step 2 below

• Accessible Organizations For Analysts and Viewers/Auditors only — see step 3 below

Once a user has been added to Altana by your account management team, they will receive an email to set a password and you will be able to update their role as needed.

Determine a User's Role

Follow these steps to determine the appropriate role for each user, whether they are a teammate or external collaborator, such as a customer or consultant.

1. Identify the user's primary responsibilities:

   • Will they manage other users and need full system access?

   • Will they oversee classification and screening for multiple organizations? Applicable if your team completes work on behalf of customers.

   • Will they perform hands-on classification and screening?

   • Do they only need view-only access for compliance or auditing purposes?

2. Select the appropriate role based on responsibilities:

ROLE

VISIBILITY

PERMISSIONS

Admin

All products and transactions across all Organizations*

• Edit all user permissions

• All permissions of Manager

Manager

All products and transactions across all Organizations*

• All permissions of Analyst

Analyst

All products and transactions across select Organizations*

• Perform all classification actions

  • Create and delete uploads or line items

  • Accept classifications

  • Initiate and operate Atlas AI Assistant

  • Create reports

• Perform all screening actions

  • Create and delete uploads or line items

  • Change flag status

  • Create reports

Viewer/

Auditor

All products and transactions across select Organizations*

• View classification information

  • Create reports

• View screening information

  • Create reports

*Applicable if your team completes work on behalf of customers

1. Determine Organization access (for Analyst and Viewer/Auditor roles):

   • Specify a list of which Organizations the user should have access to — please provide the Organization Name as it listed in Altana. For more information on creating Organizations, click here.

Editing User Permissions

Once a user has been added by your account management team, you can easily edit their access. Click here to learn more about editing access for Admins and Managers, and click here to learn more about editing access for Analysts and Viewers/Auditors.

Remove a User

If a user should no longer have access to your Altana environment, please notify your account management team so their permissions can be deactivated.