Platform module
People & Accounts Register
CertPilot gives small teams a manual-first register for people and system accounts. It helps answer who exists, what accounts exist, and what still needs follow-up before access reviews, offboarding, or ownership questions turn into a scramble.
What it tracks
The register keeps practical people and account fields. It is intentionally manual first so teams can start from the records they already maintain.
Main use cases
People and account data becomes useful when it connects everyday operations with the evidence trail leadership, clients, or auditors ask for.
Onboarding evidence
Keep a record of who was added, what role they hold, and which accounts were created for them.
Offboarding follow-up
Find people marked left or offboarding while account records still need status review.
Ownership records
Give assets, access reviews, and renewals a cleaner people context without waiting for directory sync.
Future reconciliation
Prepare a manual backbone for later access-review or connector reconciliation without claiming that sync exists today.
How it works
The workflow is deliberately simple. A small team can begin with one person, or import a spreadsheet and clean it up over time.
- 1Add people manually when the register starts small.
- 2Import a CSV when the team already has a spreadsheet.
- 3Maintain account records against each person.
- 4Use the accounts matrix to review people against systems.
- 5Export records when you need a portable copy.
Evidence value
People & Accounts helps answer a basic governance question: who exists, what accounts exist, and what still needs follow-up? It strengthens ownership evidence without pretending to be a directory connector.
A dedicated People PDF is not built today. The current value is the live register, matrix, CSV import, and CSV export.
- Not HR software, payroll, or an employee record system of record.
- Not employee monitoring, productivity scoring, activity tracking, or content access.
- No Google Workspace, Microsoft 365, HR system, or identity-provider sync today.
- No automatic offboarding or account removal actions.
- No dedicated People PDF report today. The live surface is the register, matrix, import, and export.
Build the people and account evidence base first.
Start with customer-entered records, keep the account matrix current, and use the register alongside Access Reviews and Assets without granting CertPilot private directory access.
Related platform pages
People & Accounts FAQ
Is People & Accounts connected to Google Workspace or Microsoft 365?
No. The live module is manual-first. Teams add records manually or import CSV files.
Does CertPilot monitor employees?
No. CertPilot stores records your team enters. It does not track activity, score productivity, read content, or inspect how people work.
Does this replace Access Reviews?
No. Access Reviews remains the dedicated access review register and PDF evidence surface. People & Accounts is a people and account register that can support cleaner ownership context.
Does this page claim a People PDF exists?
No. A dedicated People PDF report is not built today. The evidence value is in the live register, matrix, import, and export.