Create Cloud File Access on engagements and audit tasks
concept brazil Updated Sep 10, 2026 1 min read document-access-configuration.md
The GRC Workspace administrators can create a Cloud file configuration on engagements and audit tasks from the Cloud file configuration module.
Roles required to access the Cloud file configuration module
Workspace users with the following roles can access the Cloud file configuration module:
| Role | Permissions |
|---|---|
| Workspace administrator [sn_grc_workspace.admin] | CRUD permissions |
| Workspace user [sn_grc_workspace.user] | Read permissions |
Cloud file configuration module
If you are the Workspace administrator with the sn_grc_workspace.admin role, you can update the following fields in the Cloud file configuration module. Configure the permissions as shown in the example.
[Omitted image "cloud-file-config-file-access-permission.png"] Alt text: File access permissions.
- Name: Name of the document access record. For example, Engagement document access.
- Table: Table that is used for the document access record. For example, Engagement [sn_audit_engagement].
- Active flag: Flag to mark the cloud file configuration as active.
- Provider: Provider for the document access record. The default option for this field is Microsoft OneDrive.
- Cloud action condition: Filter conditions for the cloud files. Based on the configured conditions, the action buttons are rendered in the Cloud files related list.
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--- title: Create Cloud File Access on engagements and audit tasks description: The GRC Workspace administrators can create a Cloud file configuration on engagements and audit tasks from the Cloud file configuration module. locale: en-US canonical_url: https://www.servicenow.com/docs/r/governance-risk-compliance/audit-management/document-access-configuration.html release: brazil product: Audit Management classification: audit-management topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Cloud Document Management, Audit Management overview, Audit Management, Governance, Risk, and Compliance] --- # Create Cloud File Access on engagements and audit tasks The GRC Workspace administrators can create a Cloud file configuration on engagements and audit tasks from the Cloud file configuration module. ## Roles required to access the Cloud file configuration module Workspace users with the following roles can access the Cloud file configuration module: |Role|Permissions| |----|-----------| |Workspace administrator \[sn\_grc\_workspace.admin\]|CRUD permissions| |Workspace user \[sn\_grc\_workspace.user\]|Read permissions| ## Cloud file configuration module If you are the Workspace administrator with the sn\_grc\_workspace.admin role, you can update the following fields in the Cloud file configuration module. Configure the permissions as shown in the example. \[Omitted image "cloud-file-config-file-access-permission.png"\] Alt text: File access permissions. - Name: Name of the document access record. For example, Engagement document access. - Table: Table that is used for the document access record. For example, Engagement \[sn\_audit\_engagement\]. - Active flag: Flag to mark the cloud file configuration as active. - Provider: Provider for the document access record. The default option for this field is Microsoft OneDrive. - Cloud action condition: Filter conditions for the cloud files. Based on the configured conditions, the action buttons are rendered in the Cloud files related list.
| title | Create Cloud File Access on engagements and audit tasks |
| description | The GRC Workspace administrators can create a Cloud file configuration on engagements and audit tasks from the Cloud file configuration module. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/governance-risk-compliance/audit-management/document-access-configuration.html |
| release | brazil |
| product | Audit Management |
| classification | audit-management |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Cloud Document ManagementAudit Management overviewAudit ManagementGovernanceRiskand Compliance |