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 New Person in the top right corner.
   
   
   
   
3. On the New Person 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

     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
     • Contributor
     • Reader
     • Editor

     • Administrator
       
       

       NOTE

       For role definitions, please see Role-Based Permissions.

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

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

Editing the List View

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

Changing a User's Role

An administrator can update roles for any user. 

To change 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 one of the options.
   
   
   
   
4. Click Save.
5. Alternatively, click Cancel to undo changes and return to the home page.