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Team & Collaboration
5 min readUpdated 2026-02-15

User Roles & Permissions

Comprehensive guide to Klarvo's role-based access control system — five built-in roles, permission matrix, special auditor access, and best practices for secure team management.

User Roles & Permissions

Klarvo uses role-based access control (RBAC) to ensure users have appropriate access to compliance data. This is critical for a compliance tool — separation of duties, least-privilege access, and audit trail are non-negotiable.

The Five Built-in Roles

Admin

Full platform access — intended for founders, CTO, or Head of Compliance.

Everything including: create/edit/delete any AI system, approve evidence, manage team members, configure integrations, manage billing, generate all reports.

Compliance Owner

Manages the compliance program — intended for DPO, compliance leads, legal counsel.

Everything except billing and integration configuration. Can invite users (except Admin role). Full access to all AI systems, evidence, controls, and reports.

System Owner

Owns specific AI systems — intended for product managers, team leads, department heads.

Can view and edit only their assigned AI systems. Upload evidence for their systems. Complete assigned tasks. View (not edit) other systems. Personal settings only.

Reviewer/Approver

Reviews and approves — intended for senior compliance staff, legal reviewers.

Read access to all AI systems. Can approve/reject evidence, classifications, and policies. Can comment on tasks. Cannot create or edit systems.

Viewer

Read-only access — intended for leadership, board members, external observers.

Can view dashboards, AI systems (read-only), and shared reports. Cannot edit, upload, or approve anything.

Complete Permission Matrix

CapabilityAdminCompliance OwnerSystem OwnerReviewerViewer
Create AI systems
Edit any AI system
Edit own AI systems
Upload evidence
Approve evidence
Create tasks
Complete tasks
Invite members
Manage billing
Export reports
View audit log

\ Own systems only

\ Cannot invite Admins
\ Own systems only

Auditor Role (Special)

For external auditors, Klarvo offers restricted time-limited access:

  • Read-only access to shared areas
  • No editing capabilities
  • Export-ready document views
  • Time-limited access tokens (configurable expiry)
  • Watermarked document views
  • Activity logged for compliance
  • Set up via ExportsAuditor Links.

    Best Practices

    🔒 Least privilege: Start with Viewer and upgrade as needed
    👥 Separate duties: Different people for uploading evidence vs. approving it
    📋 Quarterly access review: Audit team membership every quarter
    🚪 Same-day offboarding: Remove access immediately when people leave
    🏷️ Match roles to responsibilities: System Owners should be the actual people managing those systems day-to-day