These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Professional Services GRC
- Integrations
Integrations
Plan identity and evidence handoffs around the assessment record.
- Professional Services GRC
- Identity provider
- Evidence store
- Client delivery channel
Systems to connect
- Identity provider. Connect user sign-in so team members point to the correct Users and organization membership can be checked.
- Evidence store. If files are prepared elsewhere, agree how approved files reach record attachments and how their visibility is set.
- Client delivery channel. Decide how Shared assessment evidence and a client control review are sent to the intended recipient.
How connections are governed
Choose the person responsible for each connection. A copied file or external message should retain the assessment it belongs to and the intended visibility. Keep the client review state with the scoped review. Record the reviewer, reason and assessment source revision in the decision record.
Set up Professional Services GRC your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.