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Admin User FAQ
General User FAQ
System Based Actions
Admin User FAQ
System Based Actions
Adding and Inactivating Users
Reporting and Reminders
Editing and Managing User Information and Access
Compliance Management
Onboarding FAQ
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Help Center
Admin User FAQ
General User FAQ
System Based Actions
Admin User FAQ
System Based Actions
Adding and Inactivating Users
Reporting and Reminders
Editing and Managing User Information and Access
Compliance Management
Onboarding FAQ
Admin User FAQ
Admin users have more permissions than a typical user.
System Based Actions
How do I upload documents into my platform?
How do I add a new vendor into the system?
How do I reassign an eTask?
Adding and Inactivating Users
How do I inactivate and reactivate a user?
How do I add a new user?
How do I view inactive users?
Reporting and Reminders
How do I send a training reminder to users?
How do I pull a report for training progress?
How do I run a completed training report?
Editing and Managing User Information and Access
How do I view a users activity within the system?
How do I add permissions to a user?
What do the different permissions mean?
How do I move a user between departments or job roles?
How do I change an employee's password?
How do I update a users email?
How do I update a users username?
How do I change a users first and last name within the system?
How do I move a user between locations?
How do I turn on two-factor authentication for a user?
How do I download a list of users within my platform?
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Compliance Management
How do I access my annual report for Safeguards?
How do I access the template for my Information Security Program Status Report?