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.
Portal access
Portal access is a field on a person. Pick a role to give someone a login, change it from the same field later, and revoke it without losing their record.
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.
Strict Mode and granular access control
Strict Mode swaps global rights for granular access control at object level, so Regular Users only see the controls, assets and activities assigned to them.
Troubleshooting & FAQ
Access problems are almost always roles or invitations. Which role grants what, why an invitation does not arrive, and why someone sees nothing after login.