TraxrGRC
Quick Start Guide
October 2026 · build 244823a
From first sign-in to a working program in an hour.
About this guide
This guide gets you productive in TraxrGRC quickly. It shows you how to sign in and find your way around, how to complete the tasks everyone is asked to do, and, for the person running the program, a short ordered path through the first week. It covers the fast path only: each task ends with a pointer to the User Manual section that describes it in full.
Who this guide is for
- Everyone with an account: staff who read and acknowledge policies, complete awareness training or answer questionnaires. Read chapters 1 and 2.
- GRC leads: the risk, compliance or security manager setting the program up and running it day to day. Read all four chapters.
- Record owners and contributors: risk owners, control owners and anyone assigned reviews, tests or findings. Read chapters 1 and 2, then the parts of chapter 3 that match your work.
Administrators who install the platform, connect sign-in and email, and manage users and roles should start with the Administrator's Guide.
What this guide covers
| Chapter | What it covers |
|---|---|
| First steps | What the platform does, signing in, the layout, your profile and time zone, notifications, and working with lists |
| Tasks for everyone | Acknowledging a policy, answering a questionnaire, completing awareness training, comments, mentions and attachments |
| Your first week as a GRC lead | Registering assets and a risk, adding and testing a control, loading a framework, publishing a policy, logging an incident, sending a third-party assessment, running a report and keeping reviews on time |
| Where to go next | The User Manual chapters by role, the Administrator's Guide and the REST API |
Conventions
| Convention | Meaning |
|---|---|
| Bold | A label you see on screen: a menu entry, page title, tab, button, field or status, written exactly as it appears. |
| Risk Management → Risks | A navigation path: open Risk Management in the sidebar, then Risks. |
monospace | Text you type or read literally: addresses, file names, permission names, codes and API values. |
module:right | A permission, for example risks:read (Read on the Risks module) or policies:update. Roles grant rights per module. |
| own and all | The two levels at which a role can hold a right. At own you work only with records that you or one of your groups own; at all you work with every record in the module. |
| Numbered steps | A procedure to follow in order. |
Permission notes. What you see depends on your role. A sidebar entry, button or tab appears only when your role grants the right it needs, so your screens may show fewer options than the figures here. Administrators have every right in every module.
Screenshots. The figures show a demonstration installation populated with fictional data for an invented company, Quillmont Systems. Names, dates and counts on your installation will differ, and the product name and logo follow your organization's branding.
Dates and times are shown in your own time zone once you set one (see Your profile and time zone).
How this guide relates to the other guides
TraxrGRC has three guides:
| Guide | Use it for |
|---|---|
| Quick Start Guide (this guide) | Getting started: the first hour for everyone, the first week for a GRC lead. |
| User Manual | The complete reference for every screen, field and workflow, one chapter per module. |
| Administrator's Guide | Installing and operating the platform: deployment, sign-in and SSO, email, users, groups and roles, notifications, backups and the audit log. |
Where this guide and the User Manual overlap, the User Manual has the detail: every field, status and permission. This guide names the sections to read next.