93 Compliance help Getting started
Who’s who: owner, administrators, employees, auditors
Four kinds of people, plus per-document owners, maintainers and contributors.
- Owner: one per company. Can do everything, including making administrators and handing the company to someone else.
- Administrators: set everything up (people, policies, questionnaires, procedures, billing). They don’t need a paid seat.
- Employees: listen to policies, acknowledge them, and do the procedure steps assigned to their roles.
- Auditors: outside, read-only, for the dates and days you choose.
Concept
Document roles
Each policy or procedure can also have its own Owner, Maintainer and Contributors, set in the policy builder under People & procedures. The document owner decides on reports that the written way no longer matches the real one.
Concept
Procedure roles
Procedure steps are given to roles, not named people: “IT”, “HR”, or relative roles such as the requester, the subject or their manager. Whoever holds the role gets the step, so a procedure keeps working when people change jobs.
In the site header, Employer opens the company dashboard and My policies opens what you yourself have to do.
Related
Procedures, runs, steps and evidence
A procedure starts on an event, hands steps to roles, checks them, and keeps the proof.
Invite and manage employees
Add people one per line or by CSV; follow each person’s listening, games and acknowledgements.
Give an auditor access
Set the audit period, invite your auditor read-only, and download the package.