Difference between revisions of "USER PROFILE FAQ"

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= Installation and Configuration =
  
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==Installation and configuration== <!--T:11-->
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== 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.
  
−
===Where do I download Cetbix ISMS?=== <!--T:12-->
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== How do I install Cetbix GRC? ==
 +
No installation is necessary. Simply register on our website. The registration process takes approximately 30 to 40 seconds.
  
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Cetbix ISMS is a Software as a Service, therefore, no software is downloaded. Just register, login and start using.
+
== 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.
  
−
===How to install Cetbix ISMS?=== <!--T:15-->
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= Profile Management =
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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-->
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== How do I edit my profile? ==
  
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<!--T:18-->
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=== Edit Name ===
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Cetbix is a SaaS solution, although, if you insist having this on premise, contact our sales department and they will assist you further.
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* In your profile, click your name, select "Edit," and update your name.
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<!--T:19-->
 
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The Cetbix development team has several strategies to meet your needs. We will take care of the hosting, backups and updates for you.  
 
  
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===How do I edit my profile?=== <!--T:218-->
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=== Company Logo ===
 +
* In your profile, click your name, select "Edit," scroll down to "Company Logo," and upload your logo.
  
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====Edit Name==== <!--T:219-->
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= Product and License Management =
  
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<!--T:220-->
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== How do I purchase a product? ==
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On your profile, click on your name, click on edit and edit your name.
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* Log into your profile and navigate to '''Product → More Products'''.
  
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====Company Logo==== <!--T:221-->
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== How do I manage my license? ==
 +
* Log into your profile and navigate to '''License Management → License'''.
  
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<!--T:222-->
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= User Management =
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On your profile, click on your name, click on edit and scroll down to "Company Logo" and upload your logo.
 
  
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===How do I Purchase a Product?=== <!--T:230-->
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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.
  
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<!--T:231-->
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== How do I add a new user? ==
−
Log into your profile and click on Product-> More Products
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* Log into your profile and navigate to '''Users → Add Users'''.
  
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===How do I manage my license?=== <!--T:233-->
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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.
  
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<!--T:234-->
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== How do I view all users? ==
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Log into your profile and click on License Management->License
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* Log into your profile and navigate to '''Users → All Users'''.
  
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==Users== <!--T:235-->
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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.
  
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By assigning a user to a group, you can then enable which questionnaires the person should answer as shown under the "heading".  
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== 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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You can select multiple questions for a user.
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== How do I upload user documents? ==
 +
* Navigate to '''Users → All Users''' and upload documents for the selected user.
  
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===How do I add a new user?=== <!--T:236-->
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== 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.
  
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Log into your profile and click on Users->Add Users
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== How do I delete a user? ==
 +
* Navigate to '''Users → All Users'''.
 +
* Click the red (X) icon next to the user you want to remove.
  
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===Can I add or sync new user(s) from Active Directory?=== <!--T:237-->
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= Location Management =
  
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Log into your profile and click on Users->Add Users -> AD -> and follow the next steps.
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== How do I activate the multi-location function? ==
 +
* In your profile, navigate to '''Location → Add New Plan'''.
  
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Click on the Menu API to see how it is done.
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== 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'''.
  
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===How do I see all the users I have added?=== <!--T:238-->
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= Questionnaire Management =
  
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Log into your profile and click on Users-> All Users
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== How do I set up custom entity questionnaires (instead of the default situation-awareness questionnaires)? ==
  
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===How do I edit the users I have added?=== <!--T:238-->
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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.
  
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Log into your profile and click on Users-> All Users
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=== Step 2: Add a Question ===
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Click on the edit icon to edit the user details
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* Navigate to '''Question Listing''' to view all your questions.
 +
* Click "Add" to create a new question.
  
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===How do I add an image to the users profile?=== <!--T:238-->
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=== 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.
  
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Log into your profile and click on Users-> All Users
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= Language Settings =
  
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===How do I upload user documents?=== <!--T:238-->
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== How do I change the interface language? ==
 +
Currently, Cetbix supports English, German, French, Spanish, Japanese, Brazilian Portuguese, Swedish, Chinese, Italian, and Thai.
  
−
Log into your profile and click on Users-> All Users
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* 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.
  
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===How do I add assign a user?=== <!--T:239-->
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== Can I change the interface language for all users? ==
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*Log into your profile and click on Users-> All Users
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No, each user must select their preferred language individually upon login.
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*Now click on the green icon in front of the user you want to assign to a particular task, asset or location.
 
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*A user can be assigned to an asset (or more assets), a location or locations.
 
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===How do I delete a user?=== <!--T:246-->
 
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*Log into your profile and click on Users-> All Users
 
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*Now click on the red (X) icon in front of the user you want to delete.
 
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==Location== <!--T:247-->
 
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===How do I activate the multi-location function?=== <!--T:248-->
 
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Under your profile, click on location -> Add New Plan
 
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===How do I add new location?=== <!--T:249-->
 
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Under your profile, click on location ->Add New Location
 
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===How do I see all the locations I have added? === <!--T:250-->
 
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Under your profile, click on location ->All Location List
 
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==Questionnaires== <!--T:251-->
 
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===How do I set our entity questionnaires, if we do not want to use the default situation-awareness questionnaires?=== <!--T:252-->
 
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====Step 1 - Add a heading:==== <!--T:253-->
 
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*Under your profile, click on Self assessment ->Add Heading and add a new heading.
 
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*Select a "construct"
 
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*Add your a new title to the "Title" field
 
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*Enter a number in the order field if you want to order the appearance of the questionnaire.
 
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*Check the "Active" box.
 
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====Step 2 - Add a question==== <!--T:254-->
 
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Click on "Questing Listing -> This will show you all your questions.
 
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Now click on "Add" to add a new question.
 
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====Step 3 - Adding a question==== <!--T:255-->
 
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* Select the "heading"
 
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* Select the "impact"
 
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* Add the question title "Title"
 
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* Select how user should answer the question "drop down, check box or radio buttons.
 
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* Add the correct and wrong answers to the "answers option".
 
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* The % Def Score must be 0-4. 0 is good, 4 is worse.
 
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* You can order the answer position using the field "order".
 
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* You can select the likelihood of the impact
 
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* Now add the background of the question and a recommendation.
 
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* You can add more answers by clicking on the "Add more" button.
 
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* You can order the question by entering a value in the "order". This will move the question to any position you want
 
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* Check the "Active" box to make the question visible to users.
 
−
 
 
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==Language== <!--T:256-->
 
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===How do I change the interface language?=== <!--T:257-->
 
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Currently, we support only English, German, French and Spanish.
 
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* On your profile, click on the right top corner and select your language from the drop down.
 
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Take notice that this change of language is only changes on your profile page.
 
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===How do I change the interface language for all user?=== <!--T:256-->
 
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This can not be changed globally. Each user has to do the changes when they login.
 

Latest revision as of 06:31, 18 May 2025

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.

  • 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?

  1. Navigate to Users → All Users.
  2. Click the green icon next to the user you want to assign.
  3. 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

  1. Navigate to Self Assessment → Add Heading.
  2. Select a "construct."
  3. Enter a new title in the "Title" field.
  4. (Optional) Enter a number in the "Order" field to set the display order.
  5. 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

  1. Select the heading and impact.
  2. Enter the question title.
  3. Choose the answer type (dropdown, checkbox, or radio buttons).
  4. Define correct and incorrect answer options.
  5. Set the "% Def Score" (0 = good, 4 = worst).
  6. (Optional) Set the answer order.
  7. Select the likelihood of the impact.
  8. Add background information and recommendations.
  9. Add more answers if needed.
  10. (Optional) Use the "Order" field to position the question.
  11. 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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