Adding Examiner Accounts

As a system administrator, you may need to add an Examiner account to your system. The common use case for an Examiner account is when inviting external auditors, examiners, designated employees, or anyone who you need to be able to work within a User Entity group’s data set, but not administering the system.

The simple steps are to first select the User Management navigation icon.

Open

The menu options display Administrative Users, Examiner Users, Portal Entities, and Portal Users.

Administrative Users: This tab displays the current system administrator accounts in the system.

Examiner Users: This tab displays the current system examiner accounts in the system.

Portal Entities: This tab displays the current entity groups in the system.

Portal Users: This tab displays the current system user accounts in the system.

Select the Examiner Users tab next, and then select the Create Examiner User button to proceed.

Open

Enter the name of the examiner you are adding and a corresponding email address associated with that account. Also, select the entity group or groups you want that Examiner account to have access to. You may select more than one entity to assign to that examinier account.

This is an important step as you will be granting full access to the data owner and assigned to that Entity group. Only grant access to just what that Examiner account needs.

Once created, the system will email that account created an invitation to complete the account creation process.

Select the Add Examiner button to proceed.

Now you will see your new examiner account listed under the Examiner Users tab.

Once that Examiner accesses the system, they will be able to view and manage the data assigned to each entity you have assigned, but nothing more.

Please note that this invitation link will expire after 3 days.

Enjoy the power of Continuum GRC.