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User Roles & Permissions

Quick Reference

Your IntegrityCounts account supports an unlimited number of users across five distinct roles. Each role controls what a user can see, do, and receive notifications for within the platform. Assigning the right roles ensures proper access, accountability, and confidentiality throughout every investigation.

Click on any role card below to expand the full permission details, or switch to Compare Roles to see a side-by-side breakdown.

M
Manager
Full visibility and control
▼

Oversees all incoming reports, assigns investigators, manages case outcomes, and accesses all reporting tools. The primary role for compliance program administrators.

Case Access
✓ View all cases in the company
✓ Assign investigators to cases
✓ Update case details, status, and outcomes
✓ Edit summary and internal ID
✓ Update implicated individuals
✓ Create messages and internal notes
✓ Create, manage, and delete attachments
✓ Update case type, location, and department
✓ Add and manage tags
✓ Reopen cases
✓ File cases by proxy on behalf of a reporter
✓ Access to activity log
Notifications
✓ New case notifications
✓ Case updated and case status changed
✓ Restricted list changed
✓ Reporter messages, reviewer messages, and internal messages
✓ Case assignment changed
✓ Overdue alerts (3, 7, and 21 days)
Reporting
✓ Access to Insights reporting dashboard
✓ Access to automated/scheduled reports
Access Controls
✓ Assignable to cases
⚠ Restrictable: automatically restricted from a case if implicated in a report
I
Investigator
Assigned cases only
▼

Has full investigative tools within assigned cases, including messaging, attachments, and case updates. Cannot see unassigned reports, manage tags, edit summaries, or file by proxy.

Case Access
✓ View and investigate assigned cases
✓ Assign other investigators to their cases
✓ Update actions, case type, location, and department
✓ Edit internal ID
✓ Create messages and internal notes
✓ Create and manage attachments
✓ Reopen cases
✓ Access to activity log
✗ Cannot view unassigned cases
✗ Cannot edit summary
✗ Cannot update implicated individuals
✗ Cannot add or manage tags
✗ Cannot delete attachments
✗ Cannot file cases by proxy
Notifications
✓ Case updated and restricted list changed
✓ Reporter messages, reviewer messages, and internal messages
✓ Case assignment changed
✗ No new case notifications
✗ No case status changed notifications
✗ No overdue alerts
Reporting
✓ Access to Insights reporting dashboard
✗ No access to automated/scheduled reports
Access Controls
✓ Assignable to cases
✗ Not restrictable
B
Backup Manager
Steps in when needed
▼

Has the same core permissions as a Manager, but their notifications activate when a Manager is implicated in a report and automatically restricted from that case.

Case Access
✓ Same full case visibility and management as Manager
✓ Assign investigators, update cases, manage attachments
✓ Edit summary, update implicated, manage tags
✓ File cases by proxy
Notifications
⚠ Receives new case notifications when a Manager is restricted
⚠ Receives message and update notifications when a Manager is restricted
Reporting
✓ Access to Insights reporting dashboard
✓ Access to automated/scheduled reports
Key Difference
⚠ Designed as a safeguard for independence when a Manager is named in a report
A
Analyst
Data and trends only
▼

Access to Insights analytics and trend reporting without visibility into individual case details. Ideal for executives or compliance officers who need data oversight.

Case Access
✗ Cannot view individual reports or case details
✗ Cannot manage, assign, or update cases
Notifications
✗ Does not receive any case notifications
Reporting
✓ Access to Insights for analytics and trend reporting
✓ Generate and schedule automated Insights reports
Best For
✓ Executives, board members, or compliance officers who need trend visibility without case-level access
Au
Auditor
Read-only case access with analytics
▼

View-only access to the Case Manager and Insights dashboard. Cannot take any actions on cases, send messages, or make changes. Ideal for internal or external auditors who need full visibility without the ability to modify data.

Case Access
✓ View all cases in the company (read-only)
✗ Cannot create, edit, assign, or update any cases
✗ Cannot send messages to reporters
✗ Cannot create internal messages or attachments
Notifications
✗ Does not receive any case notifications
Reporting
✓ Access to Insights for analytics and trend reporting
Best For
✓ Internal auditors, external auditors, or board members who need to review case data without the ability to modify anything

Select two or more roles to compare side by side.

Select at least two roles above to see a comparison

When to Use Each Role

Manager Your compliance program lead or HR director who needs to see every report, assign investigations, manage case outcomes, and access all reporting tools.
Investigator Team members who handle specific investigations. They have full investigative tools within their assigned cases but cannot see unassigned reports or file by proxy.
Backup Manager A safeguard role. When a Manager is named in a report, the Backup Manager takes over to preserve independence and ensure the case is handled without conflict.
Analyst Executives, board members, or compliance officers who need trend data and Insights reporting without access to individual case details.
Auditor Internal or external auditors who need full read-only visibility into all cases and Insights reporting without the ability to take any actions or modify data.

Good to Know

  • Each user can hold only one role at a time.
  • Roles can be changed at any time by contacting our support team at support@integritycounts.ca.
  • When a Manager is implicated in a report, they are automatically restricted from viewing that case.
  • Unlimited users can be added to your account at no additional cost.
roles pre launch analyst manager backup manager investigator

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