USER PROFILE FAQ
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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.