Quick start

Add profiles (positions)

  • The profiles functionality will make your life a lot easier! It is what allows you to assign specific training and data sets and processes to profiles (positions). If your organisation is small and not highly structured, you can skip this step.
  • To add a new profile, go to the Profiles functionality in the main menu on the left. Click on the Add button.
  • Enter the name of the profile / position (e.g. HR Manager), select the list of mandatory trainings for employees with this profile (e.g. GDPR basics and GDPR in HR). In the RoPA section, indicate which datasets and processes employees with this profile / position will have access to (e.g. HR -> Pensions + Recruitment). Similarly - in the RCP section, select the relevant entrusted data (e.g. Sports Benefits, Group Insurance). Confirm the changes and click on the button in the bottom right corner Save.
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Add profiles (positions)

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