What is a limited user?

Learn about limited read-only permissions

Written by Christian Kiely

In order to avoid fracturing members of your organization into separate accounts, we will sometimes automatically add new users to your account with limited permissions.

This can happen when a person in your organization is sent a questionnaire or remediation request, and they do not already have a user account. If their email address matches your company domain, we'll automatically add them as a limited user to your company account.

What can limited users access?

By default, these have read-only access to Trust Exchange, and nothing else. We grant this permission so that users in your organization can respond to requests from other organizations, without being able to affect other parts of the organization's configuration.

Grant a limited user more permissions

We default to granting limited users read-only access to keep automatically assigned permissions to a minimum. When this automatic process occurs, we will email all administrators on your account to let them know. Then, administrators can decide which additional permissions (if any) to grant to the new user, based on who they are and their role in the organization.

Do limited users count towards my account's user limit?

No, they do not. Users who only have permissions to access Trust Exchange do not count towards your user limit.

However, once a limited user is granted additional permissions outside of Trust Exchange, they may start counting towards your account's user limit.