Implementation Roadmap

Introduction

In this phase of the implementation, you will perform basic but incredibly critical steps toward the implementation of eramba. These tasks relate to groups, user accounts and permissions.

Phase Instructions:

• On the left panel, click on "All Use Cases". Read the documentation and then complete tasks.
• On the left panel, click on the "Use Case" you previously selected. Read the documentation and then complete tasks.

All Use Cases

Required Learning:

• User Interface course
• Access Management course

Implementation Tasks:

• Create a Group for the GRC team
• Create a User Account for each member of the GRC team, ensure they are members of the "Admin" group AND whatever you call your GRC group. Make sure they are allowed only the "Main" portal.
• Create a Dummy Account to test functionalities, and make it a member of the "No Permissions" group for now.
• Logout from the Admin account
• From now on, log in with your account instead of Admin

Risk, Compliance & Data Privacy

Required Learning:

• User Interface course
• Access Management course

In addition, complete the trainings that apply to your use case:

• Risk Management course
• Compliance Management Course
• Data Privacy Course

Implementation Tasks:

• Identify Departments in your Organization
• Create Groups for each one of them

Awareness

Required Learning:

• Access Management course

In addition, complete the trainings that apply to your use case:

• Awareness Programs course

Implementation Tasks:

• Update your GRC accounts to include the "Awareness" portal
• Identify your who is are the Audiences for your Awareness Programs
• Create one group in eramba for each audience, these might or not be the same as the ones identified in the previous general use case.
• Assign your dummy account to each group created in the previous step, we'll use this to test your awareness programs before you put them in production. Follow Awareness Programs guidelines for the dummy account.
• Enable Awareness Portal

Online Assessments

Required Learning:

• Access Management course

In addition, complete the trainings that apply to your use case:

• User Interface course
• Online Assessment course

Implementation Tasks:

• Update your GRC accounts to include the "Online Assessment" portal
• Identify your OA Audience
• Create groups for every Audience
• Assign your dummy account to every OA group audience, we'll use this for testing purposes. Make sure to follow OA account permissions guidelines.
• Enable OA Portal