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ClearGRC User Guide

ClearGRC User Guide

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ClearGRC User Guide
ClearGRC User Guide

Getting Started

4
  • Signing In
  • Understanding the Dashboard
  • Navigation
  • Roles and Permissions

Common Workflows

9
  • Create and Approve a Policy
  • Complete an Assessment
  • Upload Artifacts
  • Review AI Artifact Analysis
  • Record and Assess a Risk
  • Create a Risk Response
  • Test a Control
  • Import Vulnerabilities
  • Complete a Vendor Assessment

Governance

6
  • Policy Center
  • Document Inventory
  • Third-Party Inventory
  • Company Setup
  • Process
  • Exception

Risk

5
  • Risk Register
  • Controls
  • Vulnerabilities
  • Assets
  • Threats

Compliance

3
  • Assessments
  • Cross Reference
  • Audit Inventory

Administration

5
  • Reports
  • Users and Roles
  • Framework Configuration
  • Notifications
  • Application Settings

FAQ

1
  • Frequently Asked Questions

Troubleshooting

1
  • Troubleshooting
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  • Navigation

Navigation

2 min read

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.
  • Policy Center – Manage policies through their full lifecycle.
  • Process – Document and manage business processes.
  • Exception – Track and manage policy exceptions.
  • Document Inventory – Manage governance documents.
  • Third Party Inventory – Manage third-party vendor records.

[Screenshot: Governance menu expanded]

Risk Menu #

The Risk menu provides access to:

  • Asset – Manage organizational assets.
  • Threat – Define and manage threats.
  • Vulnerability – Track identified vulnerabilities.
  • Control – Manage controls and test their effectiveness.
  • Risk Register – View and manage the full risk register.

[Screenshot: Risk menu expanded]

Compliance Menu #

The Compliance menu provides access to:

  • Assessments – Opens a submenu containing:
    • Self Assessment
    • Third Party Assessment
    • Readiness Assessment
    • Gap Assessment
  • Cross Reference – Map controls across multiple frameworks.
  • Audit Inventory – Manage audit records.

[Screenshot: Compliance menu with Assessments submenu expanded]

Admin Menu #

The Admin menu is visible to users with the Admin role and provides access to:

  • License Management
  • Users
  • Roles
  • Permission Inventory
  • System – submenu containing Integrations and Config.
  • Operations – submenu containing Upload Request, User Activity Log, and Log Files.

[Screenshot: Admin menu expanded]

Notifications #

The bell icon at the top right of the navigation bar opens the Notifications panel, which lists in-app notifications and provides a Mark all as read control. A Connected status indicator at the bottom of the panel confirms that your browser session has an active real-time connection to the notification service.

[Screenshot: Notifications panel]

Profile Menu #

Selecting your name at the top right of the navigation bar opens the profile menu, which provides access to:

  • My Profile – View and edit your own user record.
  • Switch Companies – Change the active company context without signing out. Useful for users with access to more than one tenant (for example, MSSP analysts).
  • About – Displays the ClearGRC application version, build information, and the subscription details of the current company.
  • Clear Cache – Clears locally cached application data in the browser session.
  • Logout – Ends the current session and returns to the sign-in screen.

[Screenshot: Profile menu expanded]

Updated on July 23, 2026

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Understanding the DashboardRoles and Permissions
Table of Contents
  • Governance Menu
  • Risk Menu
  • Compliance Menu
  • Admin Menu
  • Notifications
  • Profile Menu

© 2026 ClearGRC User Guide

  • Documentation