Personnel & Access Management | Certifyi Platform Features
Platform Feature Personnel & Access

Your people are your
biggest compliance risk.
We help you manage that.

68% of breaches trace back to human error. Certifyi keeps your team trained, your access reviewed, and your devices checked automatically, so nothing falls through the cracks when an auditor comes knocking.

68%
of breaches involve a human element training and policy sign-off are your first line of defence
56%
more efficient how IT managers rate their team after centralising personnel compliance
100%
automated evidence training completions, access reviews, and device checks flow straight to your audit
app.certifyi.ai / personnel
Personnel Overview — June 2026
42
Total personnel
38
Training complete
4
Policy pending
1
Overdue offboard
Name Training Policy Access Device
Sarah Mehta Done Signed Reviewed
Arjun Rao Done Pending Reviewed
Priya Chen Overdue Pending !
Mike Larsson Done Signed Reviewed
Anya Krishnan Done Pending Scheduled
Personnel compliance

Stop chasing people
for overdue tasks.

Security training, policy sign-offs, background checks — Certifyi tracks every personnel obligation automatically and sends reminders before they become audit findings. You see who's done, who isn't, and what's at risk, all from a single dashboard.

68%
of data breaches involve a human element. Making sure your team has completed security training and read the policies isn't nice-to-have — it's your first real line of defence.
Automated reminders — training deadlines and policy approvals sent before they expire, not after
Task templates built-in — onboarding, recurring, and offboarding workflows ready out of the box
IdP & HRIS sync — personnel records stay accurate because they pull directly from your source of truth
Groups — assign tasks and training by team, role, or department, built in Certifyi or imported from your IdP
Training & Policy Compliance Live
Security Awareness Training — 2026
Due: June 30, 2026 · All personnel
4 pending
38 / 42 complete90%
Information Security Policy — v3.1
Signed by 38 of 42 people
91%
38 / 42 signed91%
AI Use Policy — v1.0
New · All engineering & product
In progress
12 / 18 signed67%
4 reminder emails scheduled — sending to Priya C., David W., Lisa T., and Rohan K. on June 23.
System access

Know who has access
to what. Right now.

Access reviews shouldn't take days of spreadsheet work. Certifyi connects to your apps via 100+ integrations and shows you exactly who has what access — so you can approve, downgrade, or revoke with one click, based on least privilege.

Access requests via Certifyi or Slack — routed automatically to the right system owner for approval
Scheduled access reviews — with approval workflows and auditor-ready dashboards built in
MFA enforcement — automated tests confirm MFA is on across every critical system
Ghost account detection — flags new accounts that aren't linked to anyone in your organisation
Offboarding access removal — monitored automatically so departed employees don't keep access they shouldn't have
Access Review — Q2 2026 Due June 30
84
Reviewed
11
Pending
3
Revoked
SR
Sarah Mehta — GitHub, AWS, Figma
Last reviewed: March 2026
Approved
AR
Arjun Rao — Admin: Salesforce, HubSpot
Flagged: admin access without role justification
Review
MK
Mike Larsson — Production DB (departed)
Offboarded June 5 · Access still active
Revoke now
PK
Priya Chen — AWS S3, Notion, Jira
Reviewed June 18 · No changes
Approved
Device compliance

Every device.
Every policy.
Always enforced.

Unmanaged laptops are one of the most common audit findings for fast-growing startups. Certifyi's device monitor checks that every machine in your organisation has encryption on, a screen lock set, antivirus running, and a password manager installed — and flags the ones that don't.

Certifyi Device Monitor — lightweight agent that enforces security policies without slowing machines down
MDM integration — already using Jamf, Mosyle, or Intune? Connect it and pull device status in automatically
Hard drive encryption, screenlock, antivirus — all checked, all tracked, all evidenced for your audit
OS version monitoring — alerts when devices are running out-of-date or vulnerable software versions
Device Security Overview 38 / 42 compliant
💻
MacBook Pro 14" — Sarah Mehta
macOS 14.4 · Last seen: Today
Encrypted Screenlock Antivirus Password mgr
✓ OK
🖥️
Windows 11 — Arjun Rao
Windows 11 22H2 · Last seen: 2 days ago
Encrypted No screenlock Antivirus No password mgr
Action needed
💻
MacBook Air M2 — Priya Chen
macOS 14.2 (outdated) · Last seen: Today
Encrypted Screenlock OS outdated Antivirus
Update needed
4 devices need attention. Automated fix instructions sent to device owners. Estimated resolution: 24h.
"

Our last SOC 2 audit had zero personnel findings. Not because we have a giant compliance team — we don't. It's because Certifyi keeps everyone current on training and policy sign-off without us having to ask.

Head of Security · B2B SaaS Startup, 60 employees
0
Personnel findings in audit
8 wks
To SOC 2 readiness
100%
Training completion before audit
All personnel features

Everything you need to
keep your team compliant

From the moment someone joins to the day they leave — and every training reminder, policy update, and background check in between.

Personnel import

Your IdP and HRIS are the source of truth — connect them and your personnel list stays accurate without a single manual update.

Personnel tasks

Built-in task templates for onboarding, recurring compliance checks, and offboarding — all trackable against your SLAs so nothing gets missed.

Background checks

Run discounted background checks directly from the platform via Certn, or connect to the provider you already use. Results feed into personnel records automatically.

Security training

Use Certifyi's in-platform training videos for security and privacy, or bring your own provider. Completions tracked and evidenced either way.

Policy acceptance

Give your team a simple, clear flow to read and sign off on policies. Acceptance records are timestamped and auditor-ready from day one.

Groups

Assign training, tasks, and policies by group — Engineering, Finance, Sales, whatever fits your org. Build groups in Certifyi or import from your IdP.

All access features

Least privilege,
least effort

Request, review, and revoke system access in one place — with the evidence trail your auditor needs baked in from the start.

Access requests

Anyone on your team can request access to a system directly from Certifyi or via Slack. The request routes automatically to the right system owner and sits there until they approve or deny — with a full audit trail of who decided what and when.

Access reviews

Periodic access reviews don't have to mean a week of spreadsheet work. Certifyi schedules them, runs automated tests, and gives reviewers a clean dashboard to approve or revoke. Results are shared directly with your auditor — no exports needed.

MFA tests

Certifyi automatically tests that multi-factor authentication is enabled across every critical system connected to your account. Failed tests surface immediately so you can fix them before the auditor finds them.

Ghost account detection

Certifyi flags any new account created in your connected systems that isn't linked to a real person in your organisation — so shadow accounts and stale service credentials don't become a surprise audit finding.

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