Users / Roles / Teams / Business Functions

Setting up your TrustWorks (formerly QueryLayer) platform begins with inviting teammates, assigning them roles, teams, and associating them with specific business functions.

User Roles

Admin: Admin users have unrestricted access to all platform modules.
Member: Members can only access tasks assigned to them and specific processing activities. For a detailed breakdown of the member role, please refer to [this article].

Role permissions

To view the permissions associated with each role, navigate to Global Settings > Roles. Note that permissions for each role are fixed and cannot be edited.

Teams in TrustWorks

Every user must be associated with a team. Teams play a crucial role when assigning or reassigning tasks.

You can also mention teammates in comments using "@" for individual users and "#" for entire teams, e.g., #Privacy.You can also mention teammates in comments using "@" for individual users and "#" for entire teams, e.g., #Privacy.

Managing teams

To manage your organisation's teams, go to Global Settings > Teams . Here, you can create, edit, or delete teams.

Creating a New Team

Click on the +New Team button.

Fill in the team details, select a business function, designate a team leader, and select team members. Optionally, add a description and Save the team.

You can also edit and delete teams if needed.

Business Functions

TrustWorks comes with predefined business functions to help users quickly map their organisational structure. These functions can be customised to fit specific needs.

Default Business Functions

Here's a list of default business functions and their descriptions:

Business Function	Description
Human Resources	Responsible for managing employee recruitment, hiring, training, benefits, and other personnel-related matters.
Finance	Responsible for managing financial transactions, accounting, budgeting, financial analysis, and reporting.
Marketing	Responsible for promoting the company's products or services, identifying target markets, and developing marketing strategies.
Sales	Responsible for selling the company's products or services to customers, generating revenue, and achieving sales targets.
Customer Service	Responsible for providing assistance and support to customers, handling complaints and inquiries, and ensuring customer satisfaction.
Information Technology	Responsible for managing the company's technology infrastructure, including hardware, software, networks, and databases.
Operations	Responsible for managing the day-to-day operations of the company, including production, inventory management, and supply chain management.
Legal	Responsible for providing legal advice and support to the company, managing legal risks, and ensuring compliance with laws and regulations.
Procurement	Responsible for sourcing and purchasing goods and services for the company, negotiating contracts, and managing supplier relationships.
Logistics	Responsible for managing the movement of goods and materials, including transportation, storage, and distribution.
Research and Development	Responsible for developing new products or services, conducting market research, and exploring new technologies.
Quality Control	Responsible for ensuring that the company's products or services meet quality standards and customer expectations.
Project Management	Responsible for planning, executing, and monitoring projects, ensuring that they are completed on time, within budget, and to the required standards.
Public Relations	Responsible for managing the company's public image, communicating with the media and stakeholders, and promoting a positive reputation.
Administration	Responsible for managing the company's administrative functions, including record-keeping, office management, and support services.
Training and Development	Responsible for providing training and development opportunities to employees, ensuring that they have the skills and knowledge needed to perform their roles effectively.
Health and Safety	Responsible for ensuring that the workplace is safe and healthy, complying with health and safety regulations, and managing risks.
Environmental Management	Responsible for managing the company's environmental impact, complying with environmental regulations, and promoting sustainability.
Business Development	Responsible for identifying and pursuing new business opportunities, developing strategic partnerships, and expanding the company's market share.
Communications	Responsible for managing internal and external communications, including public relations, marketing, and employee communications.

Creating new business functions

If you need a business function not listed in the defaults:

Navigate to Global Settings > Business Functions .
Click on + New Business Function .

Provide a name and optional description.
Click on the + Create button.

To edit existing business functions press on + next to the name of the function.

Make the necessary changes and click on + Update .

User Management

Only Admin users can manage other users. To do so, navigate to Global Settings > Users .

Here you can edit (change assigned roles, teams, etc) as well as delete users if needed.

Inviting a New User

Click on the + Invite User button.

Fill in user details, assign a role, and associate them with a team.
Send the invite.

The invited user will receive an email invitation, which they must accept.
Upon acceptance, they'll be prompted to set a password for their TrustWorks account.

If needed you can also resend or cancel the invite

Conclusions

Effectively managing users, roles, teams, and business functions is crucial for optimising the use of the TrustWorks platform. By understanding and utilising these features, organisations can ensure that the right individuals have the appropriate access and responsibilities, fostering a seamless and efficient workflow. As you continue to use TrustWorks, remember to periodically review and update these settings to reflect any changes in your team or organisational structure. With the right configurations in place, you're well on your way to harnessing the full potential of TrustWorks for your privacy management needs.