CERRIX Documentation
  • Introduction to CERRIX
  • CERRIX Functionalities
    • Getting Started
    • Using the Dashboard
    • Module Overview
      • Risks
        • AI Risk Description Refinement
        • Budget-based Risk Scoring
      • Controls
        • AI Control Description Refinement
      • Control Advanced Effectiveness Testing
        • Control Advanced Effectiveness Testing Video's
      • Incidents
        • Incidents Standing Data & Emails
        • Creating a New Incident
        • Incidents Workflow
        • Incidents Workspace
        • Incidents Roles & Rights
        • Incidents: Known Issues & Future Improvements
      • Events
      • Business Improvement Management
        • Measures of Improvement (MoIs)
          • Working with MoIs (Measures of Improvement)
        • Findings Report
      • Data Management
      • Third Party Management
      • Tasks & Control Execution
      • Key Risk Indicators (KRI's)
  • Admin Settings
    • External Connections
    • AI Settings
    • Authentication & User Provisioning
  • API Documentation
  • Best Practices & Guides
    • Control Design & Implementation, Execution & Effectiveness Testing: What's the Difference?
    • CERRIX AI FAQ
  • Implementation Guide
  • Import Templates
  • About CERRIX
    • Getting Support
    • Release Notes
    • Release Planning
    • Product Strategy & Roadmap
    • Heavy & Light Users
  • Compliance
    • Strategic Information Security Policy
    • ISO 27001
    • ISAE 3402 Type II
    • Privacy / GDPR
    • Security Statement
    • FSQS Certificate
Powered by GitBook
On this page
  • Logging In
  • Navigating the Dashboard
Export as PDF
  1. CERRIX Functionalities

Getting Started

PreviousIntroduction to CERRIXNextUsing the Dashboard

Last updated 3 months ago

Welcome to CERRIX! Follow this guide to log in and familiarize yourself with the platform's interface.

Logging In

To access your personal CERRIX account:

  1. Visit the login page provided by your functional manager.

  2. Use one of the following login methods:

    • Username and Password: Provided by your manager. Reset your password after the first login.

    • Work Account: Log in using your Microsoft work account, if applicable.

Note: Two-factor authentication via Microsoft Authenticator might be required for added security.

Once logged in, you’ll land on your customizable dashboard.

Navigating the Dashboard

Key Elements

  • Left Menu: Use this menu to navigate between modules and settings.

  • Tabs: Toggle between previously opened pages using the tabs at the top of the screen.

  • Top Right Menu:

    • To-Do List: View tasks and responsibilities.

    • Help: Access manuals and FAQs.

    • Profile: Manage your account information and settings.

Customizing Your Dashboard

Your dashboard is fully customizable:

  • Add or remove widgets.

  • Rearrange widgets to prioritize your workflows.

Tip: Save your dashboard settings to quickly restore your preferred layout.

Next, learn about the core modules of CERRIX on the page.

Modules Overview