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.
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.
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 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 your summaries and user lists with relevant stakeholders to ensure accuracy and completeness. This collaborative approach helps maintain security and compliance standards.
Use your findings to update outdated user access according to your internal securities policy. Regular updates prevent unauthorized access and maintain system integrity.
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!
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.