Ansarada GRC access and record management is structured around Position or Job Title. Responsibility and access permission for each Record type (for example, Risks, Compliance Processes, KRIs, Events, are then allocated to the Position or Job Title, rather than an individual staff member by name.
This simplifies the ongoing management of security should the occupant of a Position changed.
The Security rights given to a Position can relate to the Task they need to complete or to their Business Unit.
Your Ansarada GRC Administrator uses the Security Centre menu to:
grant a user access to Ansarada GRC and assign the user a Position
create Task Teams to group Positions with similar responsibilities for the completion of tasks
limit what a Position can view, change, edit or complete tasks within Ansarada GRC
grant special access to selected Positions allowing those Positions to add new records and create or view reports and dashboards.
This manual follows the process of:
Note: Only Positions in the Administrator System Group can access the Security Centre.
About Security Groups
Security Groups are custom groupings of Positions and Task Teams which are used for granting Edit, View-only, or No Access, to Records.
Note: There is one default Security Group called ‘Users’ that cannot be deleted or renamed.
The Security Groups tab
Security Group can be added, edited and deleted from the Security Groups tab.
'The ‘Security Group’ tab
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| The ‘Security Groups’ tab elements |
ID | Item | Description |
1 | Column Headers | Use the controls in the Column Headers to filter the Records in the list. |
2 | Text Field Filter | Enter some text to display only those Security Group list entries that match this text. |
3 | Security Group list | Displays the list of Security Groups in your Ansarada GRC system. |
4 | ‘Edit Security Group’ icon | Click this icon to edit the related Security Group. |
5 | ‘Delete Security Group’ icon | Click this icon to delete the related Security Group. The Delete icon appears when the Security Group is not being ‘used’. |
6 | Show ‘Members’ icon | Click this icon to show and change the Positions and Task Teams in this Security Group. |
7 | ‘Show Usage’ icon | Click this icon to view all Records associated with the Security Group. |
8 | Page Navigation Panel | Use the scroll bar to move through the number of Security Group Records. |
9 | ‘Add Security Group’ icon | Click this icon to add a new Security Group. |
10 | ‘Reset Grid’ icon | Click this icon to reset the grid to the default view. |
Show a Security Group’s Members
Click on a Show Members 1 icon to show the Membership list next to the Security Group’s list.
'The ‘Security Group Membership’ list
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| The ‘Security Group Membership’ list elements |
ID | Item | Description |
1 | Show ‘Members’ icon | Click this icon to show the Positions and Task Teams in this Security Group. |
2 | Security Group title | The Security Group who’s Membership we are viewing. |
3 | Members list | Displays the list of Positions and Task Teams in your Ansarada GRC system. The Positions and Task Teams who are ‘checked’ as members of this Security Group are displayed at the top of the list. |
4 | Membership checkbox | Ticked check boxes are Positions and Task Teams in this Security Group. Unticked check boxes are Positions and Task Teams not currently in this Security Group, but can be selected to be in this Security Group. |
5 | ‘Save’ icon | Click this icon to Save changes to the membership of this Security Group. |
6 | ‘Close’ icon | Click this icon to Close this window. |
Show where a Security Group is Used
This window shows all Security Groups, responsibilities and task ‘Actioned By’ roles that this Security Group has in the Ansarada GRC system.
Click on a Show Usage 1 icon on the Security Groups tab (item 10).
The ‘Show Usage’ window displays.
'The ‘Show Usage’ window
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| The ‘Show Usage’ window elements |
ID | Item | Description |
1 | Show Usage | The Security Group who’s Usage we are viewing |
2 | Access tabs | Click each tab to which record has this access. |
3 | Page Navigation Panel | Use the controls in this panel to move between List Pages and set the number of Records to display per-page. |
4 | Column Headers | Use the controls in the Column Headers to filter the Records in the list. |
5 | Usage list | Displays the Usage list of this Security Group. |
6 | Export icon | Click this icon to export this list. |
7 | ‘Close’ icon | Click this icon to close this window. |
Adding a new Security Group
Access the Security Centre Security Groups tab.
On the ‘Security Group’ tab, click the Add icon.
The ‘Add New Security Group’ window is displayed.
Enter a name 1 for the Security Group in the ‘Add New Security Group’ window. See Table 5 for details of each field.
Click the ‘Save’ icon 2 to save the new Security Group.
Check that the new Security Group appears in the list on the Security Groups tab (item 4).
The ‘Add New Security Group’ window
The ‘Add New Security Group’ window
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| ‘Add New Security Group’ window elements |
ID | Field | Description |
1 | ‘Group Name’ field | Enter an unique Group Name. This is what the Security Group is known as throughout Ansarada GRC. |
2 | ‘Save’ icon | Click this icon to save the new Security Group. |
3 | ‘Close’ icon | Click to close the window without saving. |