Security & Data

Menu Option: Settings>Security & Data
Last Reviewed: 03/03/2026

Security

1. Security Groups
   1. List Groups view
      1. Group name
      2. Action: View
         1. Details
            1. Name
            2. Description
            3. Tag
            4. Administrator
         2. Security Group Modules (List of setting toggles per module)
            1. Alerts
               1. Add
               2. Everyone
               3. Delete
               4. Update
               5. View
            2. Billing & Usage
               1. Add
               2. Delete
               3. Update
               4. View
            3. Communications
               1. Add
               2. Everyone
               3. Delete
               4. Update
               5. View
               6. Delegate
               7. Reports
               8. Approver
               9. Settings
            4. Documents & Folders
               1. Add
               2. Delete
               3. Update
               4. View
               5. Everyone
               6. Upload
               7. ESIGN
            5. Employee Onboarding
               1. Templates
               2. Complete New Starter
               3. Create New Starter
               4. View New Starter
               5. Reject New Starter
               6.  View New Starter Secure Data
               7. Delete New Starter
            6. Holidays & Absence
               1. View
               2. Update
               3. Settings
               4. Delete
               5. Approver
               6. Everyone
               7. Add
               8. Reports
               9. View Company Absences
               10. View Department Absences
            7. Integrations
               1. View
               2. Add
               3. Update
               4. Delete
            8. Notetaker
               1. View
               2. Add
               3. Update
               4. Delete
               5. Everyone
               6. Sensitive
               7. Settings
               8. Restrict to Direct Reports
            9. Objectives & Reviews
               1. View
               2. Add
               3. Update
               4. Everyone
               5. Settings
               6. Delete
               7. Complete
               8. Reports
               9. Leader Dashboard
               10. Restrict to Direct Reports
               11. View Downline
            10. Organization & Branding
                1. Add
                2. Delete
                3. Update
                4. View
            11. People & Groups
                1. Add
                2. Delete
                3. Sensitive
                4. Update
                5. View
                6. Everyone
                7. Import
                8. Export
                9. Reports
                10. Contact - Directory
                11. Contact - Manage
                12. Person Settings
            12. Platform Onboarding
                1. View
            13. Reporting
                1. Add
                2. Delete
                3. Update
                4. View
            14. Secure Data
                1. Add
                2. Delete
                3. Update
                4. View
                5. Reports
            15. Security & Data
                1. Add
                2. Delete
                3. Update
                4. View
                5. Audit Log
            16. Tasks & Worksheets
                1. Add
                2. Delete
                3. Update
                4. View
                5. Settings
                6. Everyone
            17. Today
                1. Manager
            18. Training & Skills
                1. Add
                2. Delete
                3. Update
                4. View
                5. Manage Course Library
         3. People in Group
            1. List all users in group
               1. Photo
               2. Name
               3. Action : View
            2. Export
            3. Update
   2. Add group
      1. Name
      2. Description
      3. Tag(@name)
      4. Group Administrator
         1. List users
      5. Region
         1. List regions

Audit Log

List Log Items

1. Change Date
2. Description
3. Action Type
   1. Add
   2. Changed
4. Changed By
   1. User
   2. IP Address
   3. Location
5. Target Entity
6. Module
7. More Info
   1. View changed data object

Authentication Settings

1. Require Two-Factor Authentication (Toggle)