How do I apply a control program across multiple entities?
Attach entities to a control program and assign controls per entity, all from one place.
The point of Entity Management is to build a control program once and run it across many entities - instead of duplicating the same program for each subsidiary or country. This article shows how to attach entities to a program and assign controls per entity.
Note! You need administrator access to edit control programs and attach entities. Entity Management must be enabled in your tenant.
Step 1: Attach entities to the control program
-
Go to your control management view to see your list of control programs.
-
Open the program you want (e.g. Treasury) and go to its edit section, where you edit the title, description, and so on.
-
Scroll to the bottom to Entities available in this program.
-
Click Add entities and add one or several.
On its own this step doesn't change anything visible yet - it makes the next step possible by making those entities selectable on the program's controls.
Step 2: Assign controls per entity
When you open a control in a program that has Entity Management enabled, you'll see a new Entity column alongside your usual assignment tags.
For each assignment you can set the entity it applies to (e.g. a local user as responsible/reviewer for Company 100). You can run the whole setup from a single control - one control, many entities, each with its own performer and reviewer.
What a local user can do here
Once an entity is attached to a control, a user with Edit access to that entity can manage the assignments for their entity - change who's responsible or reviewing - without being able to change the control's title, description, tags, scheduling, tasks, or design. That delegates day-to-day assignment management to local teams while the central framework stays locked.