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Getting Started

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Signing In

Last Updated: July 23, 2026

ClearGRC uses Microsoft Azure AD Customer Identity and Access Management (CIAM) to authenticate users. When you navigate to the application URL, ClearGRC redirects you to a hosted sign-in page managed by your organization’s identity provider. Steps to Sign In Navigate to your organization’s ClearGRC URL in a supported web browser. You are automatically redirected to...

Understanding the Dashboard

Last Updated: July 23, 2026

After signing in, ClearGRC displays the GRC Executive Dashboard – the application’s home screen. It provides a consolidated, real-time view of your organization’s governance, risk, and compliance posture across all active modules. You can return to the dashboard at any time by selecting Home in the top navigation bar, or by clicking the ClearGRC logo....

Navigation

Last Updated: July 23, 2026

The top navigation bar is present on every screen and provides access to the application’s four functional areas – Governance, Risk, and Compliance – plus Admin, alongside Home, Notifications, and the user profile menu. [Screenshot: Top navigation bar] Governance Menu The Governance menu provides access to: Company Setup – Configure your organization’s profile and structure....

Roles and Permissions

Last Updated: July 23, 2026

ClearGRC uses role-based access control (RBAC) to determine which modules a user can access and which actions they can perform. Each role grants a combination of seven permission types across modules: Permission What it allows Read View records Execute Run operations (e.g. submit, trigger) Add Create new records Edit Modify existing records Delete Remove records...