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Governance Solution: Core Module - Members

Step-by-step tutorial for managing privacy team members, editing contact details, and setting role-based permissions using the Members module.
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Andrew Sidorkin
Updated 1 week ago

Purpose and Functionality


The Members module provides a centralized view of all team members and their responsibilities within the privacy program. It streamlines team management by offering role-based access controls, contact management, and organizational hierarchy visualization. This module is essential for maintaining accountability, facilitating communication, and ensuring that privacy responsibilities are clearly defined and distributed across your organization. 



  • Step-by-Step Usage Instructions

  1. Navigate to the "Members" page from the main navigation menu.

  2. View a list of all team members and their roles.

  3. Add new members to the organization.

  4. Edit member details, such as their department and contact information.


  • Available Features and Options

    • Team member directory

    • Role-based access control

    • Contact information management

  • Common Use Cases

    • Managing team member responsibilities within the privacy program.

    • Providing a clear overview of the organization's privacy team.

    • Facilitating communication and collaboration among team members.

  • Troubleshooting Tips

    • If you cannot add a new member, ensure that you have the necessary administrative rights.

    • If you cannot edit member details, check your user permissions.

 

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