How the Personnel module works. The compliance dashboard with its compliant and needs-attention tiles, the People table, and what the module covers overall.
Managing people
The People tab. Add employees, edit their details, assign ISMS roles and groups, and invite them so they can accept their own policies from their own account.
Importing people from an integration
Import personnel straight from Google Workspace or Microsoft Entra ID instead of adding everyone by hand. What a Super User connects first, and how to preview.
Managing groups
Groups collect employees who share the same policy acceptance requirements. Assign a policy to a group and every member must accept it. Progress per group too.
Policy acceptance
Policy acceptance is how each employee confirms they have read the policies that apply to them. What has to be in place first, and how to track the progress.