Create a confidential record

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 select 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. Select 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.