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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:
- From the left-hand navigation, click Settings | People / Roles.
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Image AddedThe People page displays.
Creating a New User
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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:
- Access the People page.
- Click
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- New Person in the top right corner.
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Image Added- On the New Person
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- 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.
Tip title TIP 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
Info title NOTE For role definitions, please
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Attachments - First add the person and save. Then attachments can be added.
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- Click Save.
- Alternatively, to add another user, click Save & Add Another.
- 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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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:
- Hover beside the current role until the blue pencil displays.
Image Added - Click the blue pencil to display the Edit Role dialog box.
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- Select one of the options.
- Click Save.
- Alternatively, click Cancel to undo changes and return to the home page.
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