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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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Troubleshooting

2 min read

Common Issues and Solutions #

Sign-In Issues #

Symptom Likely Cause Resolution
Cannot sign in – account not found User account has not been created in ClearGRC. Contact your ClearGRC administrator to create your user account in Admin ? Users.
Password reset email not received Email may be in spam, or the email address does not match the registered account. Check your spam folder. Contact your identity administrator if the issue persists.
MFA prompt not appearing or failing MFA configuration is managed by your organization’s Azure AD CIAM tenant, not by ClearGRC. Contact your identity administrator to verify MFA settings for your account.

Navigation and Access #

Symptom Likely Cause Resolution
Admin menu not visible User does not have the Admin role. Contact your administrator to request the Admin role if appropriate.
Cannot create or edit records in a module User role grants Read-only access to that module. Check permissions at My Profile ? Permissions. Contact your administrator for role changes.
Dashboard tiles show 0% or “No data” No records have been created in the relevant modules yet, or prerequisite configuration (Risk Levels, Response Options) has not been completed. Complete Company Setup configuration and add at least some records to each module to populate the dashboard.

Assessments #

Symptom Likely Cause Resolution
No + Create button on Assessment Inventory Assessment creation uses the shared wizard in Readiness Assessment, not a per-screen + button. Go to Compliance ? Assessments ? Readiness Assessment ? Create Assessment. Select your assessment type from the dropdown.
“No parameters defined” error when creating an assessment Company Setup ? Parameters has not been configured. Configure Response Options first, then Parameters, in Governance ? Company Setup. See Framework Configuration.
Authority Document or Question Catalog dropdown is empty No authority documents or catalogs exist in this tenant. Add at least one Authority Document in Governance ? Company Setup ? Authority Documents, and create a Question Catalog.

Risk #

Symptom Likely Cause Resolution
Owner/Reviewer/Approver dropdowns are empty in risk wizard No licensed users with the appropriate roles have been created yet. Ensure user accounts are created and roles assigned in Admin ? Users before creating risk records.
Risk level panel shows “No risk levels configured” Risk level bands not defined in Company Setup. Configure Risk Levels in Governance ? Company Setup ? Risk Profile ? Risk Level.

Getting Additional Help #

If you cannot resolve an issue using this guide, contact your ClearGRC administrator or reach out to ClearGRC support through your organization’s designated support channel.

Updated on July 23, 2026

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TroubleshootingTroubleshooting
Table of Contents
  • Common Issues and Solutions
    • Sign-In Issues
    • Navigation and Access
    • Assessments
    • Risk
    • Getting Additional Help

© 2026 ClearGRC User Guide

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