Map the roles
List who needs access and what they need to do.
CLEAR ROLES. CONSIDERED ACCESS.
Start with the people, information and responsibilities in your organisation. Build the review around how your team actually works.
Illustrative workflow
List who needs access and what they need to do.
Confirm permissions and sign-in options for your setup.
Name who checks changes and retention decisions.
A PLAN YOUR TEAM CAN REVIEW
Use a new joiner, a role change or a leaver to review the steps with your administrator. Bring your security and retention requirements to the discussion.
Bring a role list, a sign-in question and a retention requirement.
Review your access plan ↗
Bring your security and regulatory requirements to the discussion. Ask for current security documentation and review its scope, validity and relevance to your deployment.
Review the sign-in controls available for your account, including two-factor authentication. Agree how your team will enrol users and handle access changes.
Document retention periods, the records they apply to and who approves changes. Confirm the available archive or deletion options against your requirements before choosing a process.
Bring a role list, a sign-in question and a retention requirement. Review the available controls with the team before agreeing a rollout.
Materiality assessment, stakeholder engagement, industry benchmarks
Confirm Recommended Reporting Framework, customize scope
Request and input ESG data, collect supporting documentation, collaborate & Project Management
Review and approve data, access blockchain audit trail
Design, tailor & customize report, export & share publication
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A collaborative One Team Inbox that consolidates a vast majority of your Instant Messaging channels with tools that optimize communication efficiency and improve customer relationships through effective conversational engagement.
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