Personnel

Managing people

Adding a person

  1. Go to Personnel via the main menu and open the People tab.
  2. Click "Add" at the top right of the overview. A dialog opens.
  3. Fill in the required fields:
    • First name
    • Last name
    • Email — used to match this person to a Tidal Control login account
  4. (Optional) Check "Invite user to login to Tidal Control" to send an invitation email immediately.
  5. Click "Add" to save the person.
Info

Each email address can only be used once. If you try to add someone with an email that already exists, you will see an error message.

Editing a person's details

  1. Click the person's name in the overview to open the detail panel on the right.
  2. Select the "Details" tab.
  3. Edit the fields you want to update:
    • First Name
    • Last Name
    • Email
  4. Changes are saved automatically when you move to another field.

Assigning roles

Roles indicate the person's function in the context of your information security management system. Each role can only be assigned to one person at a time.

Available roles:

| Role | Description | |---|---| | ISMS Manager | Responsible for the overall information security management system | | IT Manager | Responsible for IT infrastructure and operations | | Development Lead | Leads software development activities | | HR Manager | Responsible for human resources | | Legal & Compliance Officer | Handles legal and compliance matters | | Operations Manager | Responsible for day-to-day operations |

To assign a role:

  1. Open the person's detail panel and go to the Details tab.
  2. Find the "Roles" field and click "Assign".
  3. Select a role from the dropdown. Roles that are already assigned to someone else are not shown.
Tip

Roles are used by Tidal to automatically run checks — for example, to verify that your ISMS Manager role is filled. Assign roles to the right people to keep these checks green.

Assigning a person to groups

You can assign a person to one or more groups from their detail panel.

  1. Open the person's detail panel and go to the Details tab.
  2. Find the "Groups" field and start typing a group name.
  3. Select the group from the suggestions.
  4. Repeat to add the person to more groups.

To remove a person from a group, click the × next to the group name in the field.

Info

You can also manage group membership from the group side. See Managing groups.

Inviting a person to Tidal Control

A person must have a Tidal Control login to accept their policy tasks themselves. The Access column in the overview shows whether someone already has access:

  • Check mark — the person was already added as a user in Tidal Control before being registered as an employee.
  • Invite button (person+ icon) — the person does not yet have access.

To invite someone:

  1. Find the person in the People overview.
  2. Click the invite button in the Access column.
  3. Tidal sends an invitation email to the person's registered email address.
Tip

You can also check the "Invite user to login to Tidal Control" checkbox when first adding a person to send the invitation immediately.

Access rights when invited via Personnel

When an employee is invited through the Personnel module, they receive the Basic User role. With this role they can only access:

  • My Onboarding — to review and accept the policies assigned to them
  • Their own reported issues — issues they have submitted themselves

They do not have access to the rest of Tidal Control.

Info

Employees who were already invited as a user in Tidal Control before being added to the Personnel module keep their existing role and permissions unchanged.

Viewing a person's policy tasks

  1. Open the person's detail panel.
  2. Select the "Tasks" tab.
  3. You see a list of all policies this person must accept, with their status:
    • Green dot — accepted
    • Grey dot — pending (not yet accepted)
    • The date or "pending" in the Accepted column

Deleting a person

  1. Open the person's detail panel.
  2. Click the three-dot menu (···) at the top right of the panel.
  3. Click "Delete" and confirm.
Warning

Deleting a person removes all their data including accepted policies. This action cannot be undone from the interface. Consider whether you need to retain this information for audit purposes before deleting.

Next
Managing groups