Difference between revisions of "USER PROFILE FAQ"
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| + | = Installation and Configuration = | ||
| − | == | + | == Where do I download Cetbix GRC? == |
| + | Cetbix GRC is a Software as a Service (SaaS) solution. No software download is required - simply register, log in, and start using the platform. | ||
| − | == | + | == How do I install Cetbix GRC? == |
| + | No installation is necessary. Simply register on our website. The registration process takes approximately 30 to 40 seconds. | ||
| − | + | == Can I install Cetbix on-premises? == | |
| − | + | Cetbix is primarily offered as a SaaS solution. However, if you require an on-premises deployment, please contact our sales department. Our development team can provide customized solutions, including hosting, backups, and updates. | |
| − | == | + | = Profile Management = |
| − | + | == How do I edit my profile? == | |
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| − | + | === Edit Name === | |
| − | + | * In your profile, click your name, select "Edit," and update your name. | |
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| − | === | + | === Company Logo === |
| + | * In your profile, click your name, select "Edit," scroll down to "Company Logo," and upload your logo. | ||
| − | + | = Product and License Management = | |
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| + | == How do I purchase a product? == | ||
| + | * Log into your profile and navigate to '''Product → More Products'''. | ||
| − | + | == How do I manage my license? == | |
| + | * Log into your profile and navigate to '''License Management → License'''. | ||
| − | + | = User Management = | |
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| − | + | Assigning users to groups enables you to control which questionnaires they are required to answer. Multiple questions can be assigned to a single user. | |
| − | + | == How do I add a new user? == | |
| − | + | * Log into your profile and navigate to '''Users → Add Users'''. | |
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| − | == | + | == Can I add or sync users from Active Directory? == |
| + | * Log into your profile and navigate to '''Users → Add Users → AD''', then follow the prompts. | ||
| + | * For API-based integration, please refer to the "Menu API" section. | ||
| − | + | == How do I view all users? == | |
| − | + | * Log into your profile and navigate to '''Users → All Users'''. | |
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| + | == How do I edit user details? == | ||
| + | * Navigate to '''Users → All Users'''. | ||
| + | * Click the edit icon next to the user whose details you wish to update. | ||
| − | + | == How do I add an image to a user's profile? == | |
| − | + | * Navigate to '''Users → All Users''' and upload the image for the selected user. | |
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| − | + | == How do I upload user documents? == | |
| − | + | * Navigate to '''Users → All Users''' and upload documents for the selected user. | |
| − | ==== | + | == How do I assign a user to a task, asset, or location? == |
| + | # Navigate to '''Users → All Users'''. | ||
| + | # Click the green icon next to the user you want to assign. | ||
| + | # Assign the user to one or more assets or locations as needed. | ||
| − | + | == How do I delete a user? == | |
| − | + | * Navigate to '''Users → All Users'''. | |
| + | * Click the red (X) icon next to the user you want to remove. | ||
| − | == | + | = Location Management = |
| − | + | == How do I activate the multi-location function? == | |
| − | + | * In your profile, navigate to '''Location → Add New Plan'''. | |
| − | + | == How do I add a new location? == | |
| + | * In your profile, navigate to '''Location → Add New Location'''. | ||
| − | + | == How do I view all locations? == | |
| − | + | * In your profile, navigate to '''Location → All Location List'''. | |
| − | == | + | = Questionnaire Management = |
| − | + | == How do I set up custom entity questionnaires (instead of the default situation-awareness questionnaires)? == | |
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| − | == | + | === Step 1: Add a Heading === |
| + | # Navigate to '''Self Assessment → Add Heading'''. | ||
| + | # Select a "construct." | ||
| + | # Enter a new title in the "Title" field. | ||
| + | # (Optional) Enter a number in the "Order" field to set the display order. | ||
| + | # Check the "Active" box. | ||
| − | + | === Step 2: Add a Question === | |
| + | * Navigate to '''Question Listing''' to view all your questions. | ||
| + | * Click "Add" to create a new question. | ||
| − | + | === Step 3: Configure the Question === | |
| + | # Select the heading and impact. | ||
| + | # Enter the question title. | ||
| + | # Choose the answer type (dropdown, checkbox, or radio buttons). | ||
| + | # Define correct and incorrect answer options. | ||
| + | # Set the "% Def Score" (0 = good, 4 = worst). | ||
| + | # (Optional) Set the answer order. | ||
| + | # Select the likelihood of the impact. | ||
| + | # Add background information and recommendations. | ||
| + | # Add more answers if needed. | ||
| + | # (Optional) Use the "Order" field to position the question. | ||
| + | # Check the "Active" box to make the question available to users. | ||
| − | == | + | = Language Settings = |
| − | + | == How do I change the interface language? == | |
| + | Currently, Cetbix supports English, German, French, Spanish, Japanese, Brazilian Portuguese, Swedish, Chinese, Italian, and Thai. | ||
| − | + | * In your profile, click the top-right corner and select your preferred language from the dropdown menu. | |
| + | * Note: This change only affects your individual profile. | ||
| − | + | == Can I change the interface language for all users? == | |
| − | + | No, each user must select their preferred language individually upon login. | |
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Latest revision as of 07:31, 18 May 2025
Contents
- 1 Installation and Configuration
- 2 Profile Management
- 3 Product and License Management
- 4 User Management
- 4.1 How do I add a new user?
- 4.2 Can I add or sync users from Active Directory?
- 4.3 How do I view all users?
- 4.4 How do I edit user details?
- 4.5 How do I add an image to a user's profile?
- 4.6 How do I upload user documents?
- 4.7 How do I assign a user to a task, asset, or location?
- 4.8 How do I delete a user?
- 5 Location Management
- 6 Questionnaire Management
- 7 Language Settings
Installation and Configuration
Where do I download Cetbix GRC?
Cetbix GRC is a Software as a Service (SaaS) solution. No software download is required - simply register, log in, and start using the platform.
How do I install Cetbix GRC?
No installation is necessary. Simply register on our website. The registration process takes approximately 30 to 40 seconds.
Can I install Cetbix on-premises?
Cetbix is primarily offered as a SaaS solution. However, if you require an on-premises deployment, please contact our sales department. Our development team can provide customized solutions, including hosting, backups, and updates.
Profile Management
How do I edit my profile?
Edit Name
- In your profile, click your name, select "Edit," and update your name.
Company Logo
- In your profile, click your name, select "Edit," scroll down to "Company Logo," and upload your logo.
Product and License Management
How do I purchase a product?
- Log into your profile and navigate to Product → More Products.
How do I manage my license?
- Log into your profile and navigate to License Management → License.
User Management
Assigning users to groups enables you to control which questionnaires they are required to answer. Multiple questions can be assigned to a single user.
How do I add a new user?
- Log into your profile and navigate to Users → Add Users.
Can I add or sync users from Active Directory?
- Log into your profile and navigate to Users → Add Users → AD, then follow the prompts.
- For API-based integration, please refer to the "Menu API" section.
How do I view all users?
- Log into your profile and navigate to Users → All Users.
How do I edit user details?
- Navigate to Users → All Users.
- Click the edit icon next to the user whose details you wish to update.
How do I add an image to a user's profile?
- Navigate to Users → All Users and upload the image for the selected user.
How do I upload user documents?
- Navigate to Users → All Users and upload documents for the selected user.
How do I assign a user to a task, asset, or location?
- Navigate to Users → All Users.
- Click the green icon next to the user you want to assign.
- Assign the user to one or more assets or locations as needed.
How do I delete a user?
- Navigate to Users → All Users.
- Click the red (X) icon next to the user you want to remove.
Location Management
How do I activate the multi-location function?
- In your profile, navigate to Location → Add New Plan.
How do I add a new location?
- In your profile, navigate to Location → Add New Location.
How do I view all locations?
- In your profile, navigate to Location → All Location List.
Questionnaire Management
How do I set up custom entity questionnaires (instead of the default situation-awareness questionnaires)?
Step 1: Add a Heading
- Navigate to Self Assessment → Add Heading.
- Select a "construct."
- Enter a new title in the "Title" field.
- (Optional) Enter a number in the "Order" field to set the display order.
- Check the "Active" box.
Step 2: Add a Question
- Navigate to Question Listing to view all your questions.
- Click "Add" to create a new question.
Step 3: Configure the Question
- Select the heading and impact.
- Enter the question title.
- Choose the answer type (dropdown, checkbox, or radio buttons).
- Define correct and incorrect answer options.
- Set the "% Def Score" (0 = good, 4 = worst).
- (Optional) Set the answer order.
- Select the likelihood of the impact.
- Add background information and recommendations.
- Add more answers if needed.
- (Optional) Use the "Order" field to position the question.
- Check the "Active" box to make the question available to users.
Language Settings
How do I change the interface language?
Currently, Cetbix supports English, German, French, Spanish, Japanese, Brazilian Portuguese, Swedish, Chinese, Italian, and Thai.
- In your profile, click the top-right corner and select your preferred language from the dropdown menu.
- Note: This change only affects your individual profile.
Can I change the interface language for all users?
No, each user must select their preferred language individually upon login.