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Guided setup
Invite your team
Bring in the people who will own controls, evidence, risks and audits with you. You can skip this and add people later.
Users & roles
Invitations, role assignments and the permission matrix all live in Users & Permissions. Open it in a new tab, invite everyone you need, then come back and mark this step complete.
Recommended minimum roles
- Admin — you (or a co-founder). Full workspace access.
- GRC Manager — runs day-to-day controls and evidence.
- Policy Approver — signs off documents before rollout.
- Auditor — read-only access for internal / external auditors.