Adding users to controls from the Controls window
Roles and permissions
The following roles can add one or more users to a control:
Administrators with manager control
Compliance managers with manager permissions on the control
Users with manager permissions on the control
You can add users to a single control or use the bulk edit options on the Controls Grid view to add users to multiple controls. For information on adding groups to controls, see Assigning a group to an object.
Adding users to a single control
From the left menu, select Controls.
Select the control where you want to add users.
Click the + icon in the upper-right corner.
The Member access window opens.
Select a user from the Name drop-down menu.
From the Role drop-down menu, select the user's role.
Optionally, enter a message.
Click Add.
The user is added to the control.
If notifications are enabled, an email is sent notifying the user that they have been added.
Bulk editing users for controls
From the left menu, select Controls.
Select the Grid view.
Select the checkboxes next to the controls where you want to edit user membership.
Click Members.
The Edit direct members window opens.
For each user that you want to make a member of the selected controls, select the checkbox for the correct object role next to their names. See Object roles and permissions for more information.
A square in the checkbox indicates that the user has object permissions for some of the selected controls. You can modify the setting by clicking the checkbox to make it a checkmark, indicating that the user will be added to the selected controls and assigned the selected role for all of the selected controls.
Clearing a checkbox removes the user from the selected controls.
Adding a checkmark to a checkbox adds the user to the selected controls with the role you chose.
If a checkbox is left as is, no changes are made to that user for the selected controls.
Click Review.
The Review and confirm window opens.
Click Confirm.
Your changes are confirmed.