Difference between revisions of "USER PROFILE FAQ"
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==Installation and configuration== <!--T:11--> | ==Installation and configuration== <!--T:11--> | ||
===Where do I download Cetbix ISMS?=== <!--T:12--> | ===Where do I download Cetbix ISMS?=== <!--T:12--> | ||
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Cetbix ISMS is a Software as a Service, therefore, no software is downloaded. Just register, login and start using. | Cetbix ISMS is a Software as a Service, therefore, no software is downloaded. Just register, login and start using. | ||
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===How to install Cetbix ISMS?=== <!--T:15--> | ===How to install Cetbix ISMS?=== <!--T:15--> | ||
| − | + | No installation is required. All you need to do is to register. Registration takes 30 to 40 seconds. | |
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| − | No installation is required. All you need to do is to register. Registration takes 30 to 40 seconds | ||
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===How do I install Cetbix on Premises?=== <!--T:18--> | ===How do I install Cetbix on Premises?=== <!--T:18--> | ||
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===How do I edit my profile?=== <!--T:218--> | ===How do I edit my profile?=== <!--T:218--> | ||
| − | <!--T:219--> | + | ====Edit Name==== <!--T:219--> |
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<!--T:220--> | <!--T:220--> | ||
| + | On your profile, click on your name, click on edit and edit your name. | ||
| − | + | ====Company Logo==== <!--T:221--> | |
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| − | <!--T:221--> | ||
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<!--T:222--> | <!--T:222--> | ||
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On your profile, click on your name, click on edit and scroll down to "Company Logo" and upload your logo. | On your profile, click on your name, click on edit and scroll down to "Company Logo" and upload your logo. | ||
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Log into your profile and click on Users->Add Users | Log into your profile and click on Users->Add Users | ||
| − | ===How do I see all the users I have added?=== <!--T: | + | ===Can I add or sync new user(s) from Active Directory?=== <!--T:237--> |
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| + | Log into your profile and click on Users->Add Users -> AD -> and follow the next steps. | ||
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| + | Click on the Menu API to see how it is done. | ||
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| + | ===How do I see all the users I have added?=== <!--T:238--> | ||
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| + | Log into your profile and click on Users-> All Users | ||
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| + | ===How do I edit the users I have added?=== <!--T:238--> | ||
Log into your profile and click on Users-> All Users | Log into your profile and click on Users-> All Users | ||
| + | Click on the edit icon to edit the user details | ||
| − | ===How do I add assign a user?=== <!--T: | + | ===How do I add an image to the users profile?=== <!--T:238--> |
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| + | Log into your profile and click on Users-> All Users | ||
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| + | ===How do I upload user documents?=== <!--T:238--> | ||
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| + | Log into your profile and click on Users-> All Users | ||
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| + | ===How do I add assign a user?=== <!--T:239--> | ||
*Log into your profile and click on Users-> All Users | *Log into your profile and click on Users-> All Users | ||
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*A user can be assigned to an asset (or more assets), a location or locations. | *A user can be assigned to an asset (or more assets), a location or locations. | ||
| − | ===How do I assign a user to a group?=== <!--T: | + | ===How do I assign a user to a group?=== <!--T:240--> |
| − | ====Group 1==== <!--T: | + | ====Group 1==== <!--T:241--> |
...... | ...... | ||
| − | ====Group 2==== <!--T: | + | ====Group 2==== <!--T:242--> |
...... | ...... | ||
| − | ====Group 3==== <!--T: | + | ====Group 3==== <!--T:243--> |
...... | ...... | ||
| − | ====Group 4==== <!--T: | + | ====Group 4==== <!--T:244--> |
| − | ====Location==== <!--T: | + | ====Location==== <!--T:245--> |
The location radio box is checked if you prefer to assign a user to a particular location. | The location radio box is checked if you prefer to assign a user to a particular location. | ||
| − | == | + | ===How do I delete a user?=== <!--T:246--> |
| + | *Log into your profile and click on Users-> All Users | ||
| + | *Now click on the red (X) icon in front of the user you want to delete. | ||
| + | ==Location== <!--T:247--> | ||
| − | ===How do I activate the multi-location function?=== <!--T: | + | |
| + | ===How do I activate the multi-location function?=== <!--T:248--> | ||
Under your profile, click on location -> Add New Plan | Under your profile, click on location -> Add New Plan | ||
| − | ===How do I add new location?=== <!--T: | + | ===How do I add new location?=== <!--T:249--> |
Under your profile, click on location ->Add New Location | Under your profile, click on location ->Add New Location | ||
| − | ===How do I see all the locations I have added? === <!--T: | + | ===How do I see all the locations I have added? === <!--T:250--> |
Under your profile, click on location ->All Location List | Under your profile, click on location ->All Location List | ||
| − | ==Questionnaires== <!--T: | + | ==Questionnaires== <!--T:251--> |
| − | ===How do I set our entity questionnaires, if we do not want to use the default situation-awareness questionnaires?=== <!--T: | + | ===How do I set our entity questionnaires, if we do not want to use the default situation-awareness questionnaires?=== <!--T:252--> |
| − | ====Step 1 - Add a heading:==== <!--T: | + | ====Step 1 - Add a heading:==== <!--T:253--> |
*Under your profile, click on Self assessment ->Add Heading and add a new heading. | *Under your profile, click on Self assessment ->Add Heading and add a new heading. | ||
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*Check the "Active" box. | *Check the "Active" box. | ||
| − | ====Step 2 - Add a question==== <!--T: | + | ====Step 2 - Add a question==== <!--T:254--> |
Click on "Questing Listing -> This will show you all your questions. | Click on "Questing Listing -> This will show you all your questions. | ||
Now click on "Add" to add a new question. | Now click on "Add" to add a new question. | ||
| − | ====Step 3 - Adding a question==== <!--T: | + | ====Step 3 - Adding a question==== <!--T:255--> |
* Select the "heading" | * Select the "heading" | ||
* Select the "impact" | * Select the "impact" | ||
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* Check the "Active" box to make the question visible to users. | * Check the "Active" box to make the question visible to users. | ||
| − | ==Language== <!--T: | + | ==Language== <!--T:256--> |
| − | ===How do I change the interface language?=== <!--T: | + | ===How do I change the interface language?=== <!--T:257--> |
Currently, we support only English, German, French and Spanish. | Currently, we support only English, German, French and Spanish. | ||
* On your profile, click on the right top corner and select your language from the drop down. | * On your profile, click on the right top corner and select your language from the drop down. | ||
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===How do I change the interface language for all user?=== <!--T:256--> | ===How do I change the interface language for all user?=== <!--T:256--> | ||
This can not be changed globally. Each user has to do the changes when they login. | This can not be changed globally. Each user has to do the changes when they login. | ||
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Latest revision as of 08:32, 8 December 2021
Contents
- 1 Installation and configuration
- 2 Users
- 2.1 How do I add a new user?
- 2.2 Can I add or sync new user(s) from Active Directory?
- 2.3 How do I see all the users I have added?
- 2.4 How do I edit the users I have added?
- 2.5 How do I add an image to the users profile?
- 2.6 How do I upload user documents?
- 2.7 How do I add assign a user?
- 2.8 How do I assign a user to a group?
- 2.9 How do I delete a user?
- 3 Location
- 4 Questionnaires
- 5 Language
Installation and configuration
Where do I download Cetbix ISMS?
Cetbix ISMS is a Software as a Service, therefore, no software is downloaded. Just register, login and start using.
How to install Cetbix ISMS?
No installation is required. All you need to do is to register. Registration takes 30 to 40 seconds.
How do I install Cetbix on Premises?
Cetbix is a SaaS solution, although, if you insist having this on premise, contact our sales department and they will assist you further. The Cetbix development team has several strategies to meet your needs. We will take care of the hosting, backups and updates for you.
How do I edit my profile?
Edit Name
On your profile, click on your name, click on edit and edit your name.
Company Logo
On your profile, click on your name, click on edit and scroll down to "Company Logo" and upload your logo.
How do I Purchase a Product?
Log into your profile and click on Product-> More Products
How do I manage my license?
Log into your profile and click on License Management->License
Users
By assigning a user to a group, you can then enable which questionnaires the person should answer as shown under the "heading".
You can select multiple questions for a user.
How do I add a new user?
Log into your profile and click on Users->Add Users
Can I add or sync new user(s) from Active Directory?
Log into your profile and click on Users->Add Users -> AD -> and follow the next steps.
Click on the Menu API to see how it is done.
How do I see all the users I have added?
Log into your profile and click on Users-> All Users
How do I edit the users I have added?
Log into your profile and click on Users-> All Users Click on the edit icon to edit the user details
How do I add an image to the users profile?
Log into your profile and click on Users-> All Users
How do I upload user documents?
Log into your profile and click on Users-> All Users
How do I add assign a user?
- Log into your profile and click on Users-> All Users
- Now click on the green icon in front of the user you want to assign to a particular task, asset or location.
- A user can be assigned to an asset (or more assets), a location or locations.
How do I assign a user to a group?
Group 1
......
Group 2
......
Group 3
......
Group 4
Location
The location radio box is checked if you prefer to assign a user to a particular location.
How do I delete a user?
- Log into your profile and click on Users-> All Users
- Now click on the red (X) icon in front of the user you want to delete.
Location
How do I activate the multi-location function?
Under your profile, click on location -> Add New Plan
How do I add new location?
Under your profile, click on location ->Add New Location
How do I see all the locations I have added?
Under your profile, click on location ->All Location List
Questionnaires
How do I set our entity questionnaires, if we do not want to use the default situation-awareness questionnaires?
Step 1 - Add a heading:
- Under your profile, click on Self assessment ->Add Heading and add a new heading.
- Select a "construct"
- Add your a new title to the "Title" field
- Enter a number in the order field if you want to order the appearance of the questionnaire.
- Check the "Active" box.
Step 2 - Add a question
Click on "Questing Listing -> This will show you all your questions.
Now click on "Add" to add a new question.
Step 3 - Adding a question
- Select the "heading"
- Select the "impact"
- Add the question title "Title"
- Select how user should answer the question "drop down, check box or radio buttons.
- Add the correct and wrong answers to the "answers option".
- The % Def Score must be 0-4. 0 is good, 4 is worse.
- You can order the answer position using the field "order".
- You can select the likelihood of the impact
- Now add the background of the question and a recommendation.
- You can add more answers by clicking on the "Add more" button.
- You can order the question by entering a value in the "order". This will move the question to any position you want
- Check the "Active" box to make the question visible to users.
Language
How do I change the interface language?
Currently, we support only English, German, French and Spanish.
- On your profile, click on the right top corner and select your language from the drop down.
Take notice that this change of language is only changes on your profile page.
How do I change the interface language for all user?
This can not be changed globally. Each user has to do the changes when they login.