--- title: Streamlining Encompass Maintenance with Persona Audits description: Ensure a secure and efficient Encompass environment with regular persona audits. Learn to verify feature access, validate user lists, and monitor security for compliance. image: https://simplifythemachine.com/hubfs/Suzanne%20Krause%20(23).png --- [Skip to content](https://simplifythemachine.com/blog/streamlining-encompass-maintenance-with-persona-audits#main-content) [![simplify the machine logo](https://simplifythemachine.com/hs-fs/hubfs/Simplify%20The%20Machine%20-%20Logo%20(2).png?width=500&height=100&name=Simplify%20The%20Machine%20-%20Logo%20(2).png)](https://www.simplifythemachine.com) - [Home](https://simplifythemachine.com/aix5-framework) - [Systems](https://simplifythemachine.com/blog) - [Voice](https://simplifythemachine.com/tools) - Collaborate - About - [Contact](https://simplifythemachine.com/contact-us) Open main navigation Close main navigation - [Home](https://simplifythemachine.com/aix5-framework) - [Systems](https://simplifythemachine.com/blog) - [Voice](https://simplifythemachine.com/tools) - Collaborate - About - [Contact](https://simplifythemachine.com/contact-us) Jun 3, 2024, 6:00:00 AM # Streamlining Encompass Maintenance with Persona Audits ![Picture of Suzanne Krause](https://simplifythemachine.com/hs-fs/hubfs/Black%20%26%20White%20Typography%20Creative%20Artist%20ArtDesign%20Logo%20%20(4).png?width=50&name=Black%20%26%20White%20Typography%20Creative%20Artist%20ArtDesign%20Logo%20%20(4).png) [Suzanne Krause](https://simplifythemachine.com/blog/author/suzanne-krause) Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://simplifythemachine.com/blog/streamlining-encompass-maintenance-with-persona-audits) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://simplifythemachine.com/blog/streamlining-encompass-maintenance-with-persona-audits) [Twitter icon](https://twitter.com/intent/tweet?url=https://simplifythemachine.com/blog/streamlining-encompass-maintenance-with-persona-audits) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://simplifythemachine.com/blog/streamlining-encompass-maintenance-with-persona-audits) [envelope icon](mailto:?body=https://simplifythemachine.com/blog/streamlining-encompass-maintenance-with-persona-audits) For software administrators and compliance managers, maintaining a secure and efficient Encompass environment is crucial. Persona audits are an essential tool for verifying and documenting feature access, validating user lists, and monitoring access security. In this post, we'll explore how to effectively conduct persona audits to ensure your Encompass environment remains robust and compliant. ### Summarize Persona Settings Begin by summarizing persona settings, including general milestone access and All User Group access. This provides a clear overview of who has access to what features within Encompass. ### Document All Users and Security Exceptions Use the 'All User Information' report to document all users, paying special attention to security exceptions such as users who haven't logged in for over 90 days. This helps identify inactive accounts that may pose security risks. ### Calculate Average Number of Personas Calculate the average number of personas by dividing the total number of personas by the total number of users. Understanding outliers and typical access levels is imperative for streamlining the audit process. ### Verify with Stakeholders Verify your summaries and user lists with relevant stakeholders to ensure accuracy and completeness. This collaborative approach helps maintain security and compliance standards. ### Update User Access Use your findings to update outdated user access according to your internal securities policy. Regular updates prevent unauthorized access and maintain system integrity. ## Documentation Matters Well-documented personas simplify the onboarding process and ensure that your knowledgebase is up-to-date. Regular persona audits not only enhance security but also improve overall system management. By incorporating persona audits into your regular maintenance routine, you can ensure that your Encompass environment remains secure, compliant, and efficient. Start today and experience the difference meticulous persona management can make! ### Persona Summary Outline A well-defined persona summary ensures clarity and consistency in user roles and permissions. We will update this page to include a link to our Sample Persona Summary. [Encompass](https://simplifythemachine.com/blog/tag/encompass), [Admins](https://simplifythemachine.com/blog/tag/admins) ## Related posts [Encompass](https://simplifythemachine.com/blog/tag/encompass), [Developers](https://simplifythemachine.com/blog/tag/developers) ## [Developer Connect: Upcoming Security Changes](https://simplifythemachine.com/blog/developer-connect-upcoming-security-changes) Upcoming Security Policy Changes for iFraming Login Pages In line with the latest industry trends... 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[READ MORE](https://simplifythemachine.com/blog/the-future-of-mortgage-servicing-newrez-llcs-vision-for-ai-and-customer-experience) --- - [Privacy Policy](https://simplifythemachine.com/privacy-policy) - Contact Us Copyright © 2024, Simplify the Machine [linkedin-in icon](https://www.linkedin.com/company/101744606) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Suzanne Krause", "url" : "https://simplifythemachine.com/blog/author/suzanne-krause" }, "dateModified" : "2024-07-10T01:19:46.131Z", "datePublished" : "2024-06-03T11:00:00.000Z", "headline" : "Streamlining Encompass Maintenance with Persona Audits", "mainEntityOfPage" : { "@id" : "https://simplifythemachine.com/blog/streamlining-encompass-maintenance-with-persona-audits", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://simplifythemachine.com/hubfs/Simplify%20The%20Machine%20-%20Logo%20(2).png" }, "name" : "Simplify The Machine" } } ```