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Overview


ZenGRC offers an area where administrators can add, edit, and disable users in the application.

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Accessing the People Page


To access the People page, complete the following steps:

  1. From the left-hand navigation, click Settings | People / Roles.

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  2. The People page displays.

Creating a New User


Info
titleNOTE

Users added to the application will not receive notifications. However, if a user is assigned tasks and has a status above "no access," that user will receive notifications as documented in Email Notifications.


To create a new user, complete the following steps:

  1. Access the People page.
  2. Click

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  1. New Person in the top right corner.

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  2. On the New Person

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  1. dialog box, complete the following:
    • Name - Add the first and last name of the new user. This is not a required field. But other than the email address, it is the only way to differentiate users.
    • Email - Enter the email address the user will utilize to log into the application.
    • Company - Add the organization where the user works.

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      Completing the Company text box is not required. However, it adds another sort option on the People home page.


    • Role - Select from one of the following:
      • No Access

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      • Contributor
      • Reader
      • Editor
      • Administrator

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        For role definitions, please

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    • Attachments - First add the person and save. Then attachments can be added.

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  1. Click Save.
  2. Alternatively, to add another user, click Save & Add Another
  3. To cancel and close the page, click Cancel.

Editing

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To edit a user in the application, complete the following steps:

Hover over the item needing an update. A blue pencil displays.
 

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the List View


As with any ZenGRC module, you can edit a user directly on the People home page.

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titleNOTE

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The options available in the editing window depend on the field selected for editing.

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Disabling a ZenGRC User

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For additional information about editing in the list view, please see System of Record List Views.

Changing a User's Role


An administrator can update roles for any user. 

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Since activities are documented in the history, ZenGRC does not allow users to be deleted.

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If a user's access needs to be removed, change the role to No Access.

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To

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change a user's access, complete the following steps:

  1. Hover beside the current role until the blue pencil displays.

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  2. Click the blue pencil to display the Edit Role dialog box.

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  1. Select one of the options.
  2. Click Save.
  3. Alternatively, click Cancel to undo changes and return to the home page.

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DI:Note - For help at any time
DI:Note - For help at any time