Compliance Manager file storage integration

SECURITY  Full Access or Team Access privileges in Workplace Manager

NAVIGATION  Configuration > Integrations

Compliance Manager GRC requires that you store attachments, which are only retained for a year. All that changes with our workflow integration with Compliance Manager GRC, which leverages Workplace as a storage option in Compliance Manager GRC to provide infinite access to attachments. This integration gives you indefinite file storage in Workplace, as well as a broad and rich new file management and sharing feature set. The benefits include:

  • Indefinite file storage

  • Extensive sharing options

  • Recovery of deleted file and previous file versions

  • Native OS interaction with Compliance Manager GRC through the Datto Workplace apps

NOTE  The Workplace project used for the integration must have an owner. If you're using a metered Workplace plan, the storage used by the integration files will come from the project owner's storage allocation.

For more information about how to configure and use this integration in Compliance Manager, please refer to this page in the Compliance Manager GRC online help.

How to...

NOTE  You can create multiple instances of the same integration to provide more granular control.

  1. Access the client's Workplace Online with a Full Access or Team Access or team Administrator or Super Administrator account.
  2. Go to Configuration > Integrations:

  3. Click the + Add Integration button. The Add Integration popup window will open:

  4. Click Compliance Manager GRC to select it.
  5. Click the Add button. The Compliance Manager GRC Integration page will open:

  6. Copy the Endpoint URL, Client ID, and Client Secret to your clipboard. You will need these to establish the connection with Compliance Manager GRC.

  7. Select an owner for the project that will be created for Compliance Manager file storage.

NOTE  If you're using a metered Workplace plan, the storage used by the integration files will come from the project owner's storage allocation.

  1. Click the Save button.
  2. Refer to this page in the Compliance Manager GRC online help to complete the integration configuration and learn how to upload Compliance Manager files to Workplace using this integration.