Teams & Roles

Purpose

Teams and Roles structure the responsibilities within the organisation.
Through subject-matter relevance you control in which modules a team or role is visible (e.g. IT-Grundschutz, NIS2, BCM, etc.).

This way you can create a team once and still use it across multiple modules without creating duplicates.

Usage

Creating Teams

1. Open the Teams & Roles area and switch to the Teams tab.
2. Click on + Add Team.
3. Enter a team name and a function for the team.
4. In the table this field is labelled "Function"
5. In the form it is labelled "Description"
6. In the Relevant Standard field, select which modules this team should be used in (e.g. IT-Grundschutz and NIS2).
7. In the table: "Relevant Standard"
8. In the form: "Subject-Matter Relevance"
9. Optionally, you can already assign Members (persons) to the team.
10. Save the team.

Note on field labels

The table uses "Function" and "Relevant Standard", while the form shows "Description" and "Subject-Matter Relevance". Both terms refer to the same fields.

Creating and Assigning Roles

1. Switch to the Roles tab.
2. Click on + Add Role to create a new role.
3. Enter a role name and a function (description of the role).
4. In the Subject-Matter Relevance field, select which modules this role should be used in.
5. Optionally, you can assign the role directly to teams.
6. Save the role.

Roles can later be used in risks, measures, or audits to define responsibilities more granularly.

Notes

• By combining person, team, and role you can map responsibilities at a very granular level.
• When introducing new modules, it is often sufficient to extend the subject-matter relevance of existing teams/roles rather than creating everything from scratch.

Views

Teams Overview

Roles Overview