The Zurich release has arrived! Interested in new features and functionalities? Click here for more

How do I create action task in Compliance Workspace?

ChuanYanF
Tera Guru

Dear experts,

 

I would like to know how to create action task in compliance workspace, I have given my user all the necessary roles but none of them are working. I still cannot create action task. Please advise.

ChuanYanF_0-1756392428351.png

 

1 REPLY 1

Shruti
Mega Sage
Mega Sage

Hi,

To view the "NEW" button on the action task related list, the logged-in user must either have the "sn_grc_case_mgmt.grc_case_manager" role or be a member of the case assignment group.