Assigning a group to an object
Roles and permissions
The following roles can assign a group to an object:
Administrators
Compliance managers with manager permissions on the object
Users with manager permissions on the object
When a group is assigned to a control or request, a notification is sent to all members of the group alerting them of new work. By default, the group lead is listed as the individual owner/assignee. Any member of the group can designate themselves or a teammate as the owner/assignee.
Prerequisite: A group that has already been created.
Assigning a group to a control
From the left menu, select Controls.
Select the control to which you want to assign the group.
From the Details tab, expand Control owner.
From the Assign by drop-down menu, select Group.
From the Group drop-down menu, select the group name.
If the group has a lead, the name of the group lead populates in the Owner drop-down menu. If the group does not have a lead, you can select a group member from the list to be the designated owner.
The control is now assigned to the group.
Assigning a group to a request
From the left menu, select Audits or Assessments.
Select your audit or assessment.
Select the Requests tab.
Requests tab in an audit.
Requests tab in an assessment.
Select the request to which you want to assign the group.
In the right pane, expand Assign by.
From the Assign by drop-down menu, select Group.
From the Group drop-down menu, select the group name.
If the group has a lead, the name of the group lead populates in the Assignee drop-down menu. If the group does not have a lead, you can select a group member from the list to be the designated assignee.
The request is now assigned to the group.