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Introduction to Settings and Data Export

Settings is where administrators configure access, data structures and exports. You find it via the top menu (gear icon).

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What You Can Manage

  • User Management
  • Role Management
  • Master Data Management (business areas, tags, types etc.)
  • Audit Template Management
  • Export Data

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Exporting Your Documentation

From Settings > Export Data, you can generate a full Excel backup of your platform, including:

  • Processing activities
  • Assets
  • Vendors

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This is useful if:

  • You want a local archive
  • You're changing platforms
  • You need to share data externally

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