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Operating Guide

Version 3.3

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Current Topic:
System Groups

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System Groups

Page contents

Overview

Procedures

Overview

Note: Only Positions in the Administrator System Group can access the Security Centre.

About System Groups

A System Group is a collection of Positions that are assigned specific Security Rights to Main Menu options and functionality within TriLine GRC.

Position’s in the System Group ‘Administrators’ are the most powerful positions in TriLine GRC. These positions are able to View and Edit all records in TriLine GRC, and are able to grant edit and view Security Rights to any Record in TriLine GRC.

The list of System Groups is fixed, and on of these Security Group can be removed from the system.

A Position in the ‘Administrators’ System Group is the only Position that can add and remove Positions to and from any Security or System Group.

System Groups allow Administrators to choose which Positions can, access Main Menu Options and, Configuration functionality.

The System Groups tab

System Group cannot be added, edited or deleted. Positions can be added or removed from each System Group.

'The 'System Group' tab
'The ‘System Group’ tab
The ‘System Groups’ tab elements
ID Item Description
1 Column Headers Use the controls in the Column Headers to filter the Records in the list.
2 Text Field Filter Enter some text to display only those System Group list entries that match this text.
3/span> System Group list Displays the list of System Groups in your TriLine GRC system.
4 Page Navigation Panel Use the scroll bar to move through the number of System Group Records.
5 Show ‘Members’ icon Click this icon to show and change the Positions in this System Group.
6 ‘Reset Grid’ icon Click this icon to reset the grid to the default view.

Show a System Group’s Members

  1. Click on a Show Members 1 icon to show the Membership list next to the System Group’s list.
'The 'System Group Membership' list
'The ‘System Group Membership’ list
The ‘System Group Membership’ list elements
ID Item Description
1 Show ‘Members’ icon Click this icon to show the Positions in this System Group.
2 System Group title The System Group who’s Membership we are viewing.
3 Members list Displays the list of Positions in your TriLine GRC system. The Positions who are ‘checked’ as members of this System Group are displayed at the top of the list.
4 Membership checkbox Ticked check boxes are Positions in this System Group. Unticked check boxes are Positions not currently in this System Group, but can be selected to be in this System Group.
5 ‘Save’ icon Click this icon to Save changes to the membership of this System Group.
6 ‘Close’ icon Click this icon to Close this window.

Security Rights for each System Group

Security Rights for each ‘System Group’
System Group Security Rights
Administrators Complete access to TriLine GRC Menu items including the Security Centre.

Complete access to change all Maintenance and Configuration options.

‘View’, ‘Edit’ and Create rights to all TriLine GRC Records.

See the Note below regarding Administrators and Task assignment.
Administrator - Accountability Complete access to all Accountability (SMCR) Menu items.

View, Edit and Create rights to all Accountability (SMCR) Records.
Administrator - Compliance Complete access to all Compliance Menu items.

View, Edit and Create rights to all Compliance Records.
Administrator - Contracts Complete access to all Contracts Menu items.

View, Edit and Create rights to all Contracts Records.
Administrator - Control Inventory Complete access to all Control Inventory Menu items.

View, Edit and Create rights to all Control Inventory Records.
Administrator - Documents Complete access to all Document Library Menu items.

View, Edit and Create rights to all Documents Records.
Administrator - Events Complete access to all Events Menu items.

View, Edit and Create rights to all Events Records.
Administrator - KRI Complete access to all KRI Menu items.

View, Edit and Create rights to all KRI Records.
Administrator - Risk Complete access to all Risk Menu items.

View, Edit and Create rights to all Risk Records.
Create Compliance Process Rights to create new Compliance Process Records.
Create Contracts Rights to create new Contract Records.
Create Control Inventory Rights to create new Control Inventory Records.
Create Documents Rights to create new Document Records.
Create KRI Rights to create new KRI Records.
Create Risk Rights to create new Risk Records.
Dashboard Designers Rights to create new Interactive Dashboards.
Super Users Complete access to TriLine GRC Module and Reporting Menu items.

No access to view all Maintenance and Configuration options.

‘View’ rights to all TriLine GRC module Records.

Note: This position is ideal for auditors and generating entirety of system data reports.

Also see the Note below regarding Super Users and Task assignment.
View Dashboard Access the Dashboard option from the Main Menu to display the Dashboards.

Note 1: The contents of the widgets displayed in the Dashboard will still be limited by the ‘Records’ Security Groups that the Position is assigned to.

Note 2: If no Positions are added to the ‘View Dashboard’ Group then all Positions can access the Dashboard from the Main Menu.
View Reports Access the Reports option from the Main Menu to generate reports.

Note 1: The content of reports will still be limited by the ‘Records’ Security Groups that the Position is assigned to.

Note 2: If no Positions are added to the ‘View Reports’ Group then all Positions can access Reports from the Main Menu.

Note: regarding Administrators/Super Users and Task assignment:

Positions with Display in Lists checked, will appear in Task assignment and Record responsibility lists. So a Position in System Group Administrator or Super User can be set as the ‘Actioned By’, ‘Escalate To’ or ‘Responsible Officer’ Position for a Process Control, Risk Treatment, KRI or Event Task, with the Display in Lists checked..

You may want to give certain Positions ‘View’ access to all Records, but don’t want them to potentially be assigned Tasks or Record Responsibility (e.g. the organisation’s CEO, who needs visibility of all Records but doesn’t typically perform TriLine GRC Tasks). To set this up:

Administrators Access

  1. Positions in Administrators can access all menus and records in TriLine GRC.

  2. Administrators can update all configuration settings.

  3. Administrators can update all Security Centre records.

  4. Administrators can update all module Records.

Note: These Positions are the only positions that can access the Maintenance Menu items.

Module Administrators Access

  1. Positions in a Module Administrators System Group can access all of that Modules menus and records.

  2. They have view and edit access to all records in that module by default.

  3. They can report on all records in that module.

  4. They can update all Maintenance items in that Modules Maintenance section.

  5. Example: a Compliance Administrator can see and update these items:

Create record Access

  1. Positions in a Create module System Group can create records of that type.

  2. Normal Record access applies to Positions in this System Group.

  3. Example: a Create Compliance will see the Add New Compliance Process icon:

Note: If Obligation module is installed, additional Create Compliance options become available for the Create Compliance and Compliance Administrator.

Dashboard Designers Access

Note: Positions in this Group must also be in the View Reports System Group.

  1. Positions in Dashboard Designers will see an additional menu option.

  2. They will have additions items in their View Dashboards window.

  3. Normal Record access applies to Positions in this System Group.

  4. Example: a Dashboard Designer will see these new items:

Super Users Access

  1. Super Users can view all module Records.

  2. They can create entire system reports.

  3. Example: a Super Users view of the Compliance menu items:

View Dashboard Access

  1. Positions in View Dashboard will see an additional main menu option.

  2. Normal Record access applies to Positions in this System Group.

  3. Example: a View Dashboard will see this new menu item:

View Reports Access

  1. Positions in View Reports will see an additional menu section in modules they have record access.

  2. Positions in View Reports will see an additional main menu option.

  3. Normal Record access applies to Positions in this System Group.

  4. Example: a Position with access to Compliance records will see these new items:

Procedures

Access the Security Centre System Groups tab

  1. From the main menu select Maintenance | Security Centre.

  2. The Security Centre page is displayed.

  3. Click the System Groups tab.

Updating System Group Members

  1. Access the Security Centre System Groups tab.

  2. Click on a Show Members 1 icon to show the Position’s in the System Group.

  3. Select or un-select 4 Positions as required, from the Members list 3.

  4. Click the System Group Members Save 5 icon.

  5. Selected Positions will sort at the top of the System Group Members list. Un-selected Positions will sorted under these.

  6. Click the Close 6 icon.

Page Contents Glossary