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.
Open Users & Permissions