Adding and Removing Users

Overview

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

Accessing the People Page

To access the People page, complete the following steps:

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

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 Person in the top right corner.
   
   
   
   
3. On the New Person page, complete the following:
   • Name - Add the first and last name of the new user.
   • Email - Enter the email address the user will utilize to log into the application.

   • Company - Add the organization where the user works.
     
     

     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
     • Creator
     • Reader
     • Editor

     • Administrator
       
       

       NOTE

       For role definitions, please see User Roles and Authorizations.

       
       
       
       

4. Click Save.
5. Alternatively, to add another user, click Save & Add Another. 
6. To cancel and close the page, click Cancel.

Editing a ZenGRC User

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

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

   TIP

   All the items are editable directly on the People home page.

   
   
   
   

2. Click the blue pencil. The editing window displays.
   
   

   NOTE

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

    
   
   
   

3. Update the field.
4. Click Save.
5. Alternatively, click Cancel to undo changes and return to the home page.

Disabling a ZenGRC User

When users no longer need access to ZenGRC, an administrator can change their roles. Since users activities are documented in the history, ZenGRC does not allow users to be deleted. Instead, they are given the role of No Access.

To remove a user's access, complete the following steps:

1. Hover beside the current role until the blue pencil displays.
2. Click the blue pencil to display the Edit Role dialog box.
    
   
    
3. Select No Access.
4. Click Save.
5. Alternatively, click Cancel to undo changes and return to the home page.