Compliance Tracker 365 stores all content securely in SharePoint.
By default, log data is hidden or obscured. In highly sensitive environments—where site members must never see each other’s information—additional security can be applied through the CT365 Management Solution, configured from Management > Flow.

When Enhanced Security is enabled:

• Access to a person’s Log folder (which stores their read information in a site) is restricted to:

  • The individual
  • Site Members (Read permission)
  • Site Owners (Full Control permission)

• If a Report Viewer role is assigned to a Visitor, they will not be able to see other people’s records.

• Log updates can only ever be performed by:

  • The individual (to record reads)
  • Site Owners (to review feedback and revoke reads)

Standard Security (Without Enhanced Security)

When Enhanced Security is not enabled:

• Records can be viewed by Visitors with the Report Viewer role.
• Logs can only be updated by the individual, never by other site visitors.

Troubleshooting Permissions

If you see the following message, there is likely a permissions issue:

• This problem may resolve itself during the next scheduled run.
• If not, follow the Troubleshooting guide to check permissions in the User Profile list.