---
sourceDocument: Yokohama Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/governance-risk-compliance

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create

# Create a confidential record {#ariaid-title1}

* Release version: Yokohama
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a record and mark it as confidential so that you can make sure that only the
users with a specific role can access it.

## Before you begin

Role required: sn_grc.admin, sn_grc.business_user who has opened the risk event,
sn_audit.user, sn_compliance.user, sn_esg.user, sn_risk.user

## Procedure

1. Navigate to All \> Administration \> GRC Properties.
2. Select Yes for Enable record level confidentiality property and click Save.  
   Perform the following steps by logging in with the sn_grc.business_user role or a module specific role as defined in the Role required section.
3. Navigate to the record that should be marked as confidential and select Confidentiality tab.
4. On the Confidentiality tab, select the Confidential option.  
   The Allowed users and Allowed groups lists are displayed. The user who enables the Confidential option is auto-appended to the Allowed users list by default.
5. To add more users, update the Allowed users list.  
   Allowed users can update the confidential record.
6. To add more groups, update the Allowed groups list.  
   Allowed groups can update the confidential record.
7. Click Update.

## Result

The selected record is marked as confidential. Only the users who belong to the
Allowed users list or the Allowed groups list can access this confidential
record.