Create Cloud File Access on engagements and audit tasks

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The GRC Workspace administrators can create a Cloud file configuration on engagements and audit tasks from the Cloud file configuration module.

    Roles required to access the Cloud file configuration module

    Workspace users with the following roles can access the Cloud file configuration module:
    Table 1. Roles
    Role Permissions
    Workspace administrator [sn_grc_workspace.admin] CRUD permissions
    Workspace user [sn_grc_workspace.user] Read permissions

    Cloud file configuration module

    If you're the Workspace administrator with the sn_grc_workspace.admin role, you can update the following fields in the Cloud file configuration module to configure the permissions as shown in the example.

    File access permissions.

    • Name: Name of the document access record. For example, Engagement document access.
    • Table: Table that is used for the document access record. For example, Engagement [sn_audit_engagement].
    • Active flag: Flag to mark the cloud file configuration as active.
    • Provider: Provider for the document access record. The default option for this field is Microsoft OneDrive.
    • Cloud action condition: Filter conditions for the cloud files. Based on the configured conditions, the action buttons are rendered in the Cloud files related list.