Roles & Permissions

Valent uses role-based access control to ensure the right people have the right access.

Organization Roles

Role Details

Admin

Full control over the Valent organization:

• Manage user accounts
• Configure integrations
• Access all Decision Rooms
• View all analytics
• Modify organization settings

Proposal Manager

Lead proposal efforts:

• Create and manage Decision Rooms
• Assign work to contributors
• Approve and finalize content
• Export proposals
• View team analytics

Contributor

Participate in proposal creation:

• Write and edit assigned sections
• Review and comment on content
• Upload documents
• View assigned Decision Rooms

Viewer

Observe without editing:

• Read proposals and documents
• View analytics (where permitted)
• Cannot modify content

Decision Room Permissions

Within each Decision Room, additional permission levels apply:

Managing Users

Adding Users

1. Navigate to Settings → Users
2. Click “Add User”
3. Enter email address
4. Assign organization role
5. Send invitation

Modifying Roles

1. Go to Settings → Users
2. Find the user
3. Click to edit
4. Change role assignment
5. Save changes

Removing Users

1. Navigate to Settings → Users
2. Find the user
3. Click “Remove”
4. Confirm removal

Best Practices

Principle of Least Privilege

Assign the minimum role necessary:

• Start with Viewer or Contributor
• Elevate as needed
• Audit periodically

Admin Redundancy

Have at least two admins:

• Ensures continuity
• Provides backup for account issues

Regular Audits

Review access quarterly:

• Remove departed employees
• Adjust roles as responsibilities change
• Verify admin accounts

Tips

• Use Decision Room permissions for project-specific access
• Document role assignments and justifications
• Train new users on their permissions and responsibilities