Page Comparison

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

To create a new user, complete the following steps:

1. Access the People page.
2. Click Actions | New New Person in the top right corner.
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3. On the New Person page 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
     • CreatorContributor
     • Reader
     • Editor

     • Administrator
       
       

       Info
       title NOTE
       For role definitions, please see User Roles and Authorizations.

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       see Role-Based Permissions.

       
       

   • Attachments - First add the person and save. Then attachments can be added.
     
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4. Click Save.
5. Alternatively, to add another user, click Save & Add Another. 
6. To cancel and close the page, click Cancel.

Editing

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

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

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

Changing a User's Role

An administrator can update roles for any user. 

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To remove 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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3. Select No AccessSelect one of the options.
4. Click Save.
5. Alternatively, click Cancel to undo changes and return to the home page.