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Generating a New Portal URL

Created On: 07/30/2024 in Resolver Administrator Guide Admin Overview Communications Portal URL Settings

Overview External and occasional stakeholders can access the Confidential Portal using the Portal Login URL provided by their Resolver Administrator or organizational partner. User Account Requirements The user account you use to log into ...
Edit or Delete a Portal URL

Created On: 07/30/2024 in Resolver Administrator Guide Admin Overview Communications Portal URL Settings

Overview Users can edit or delete Portal URLs from their Orgs. User Requirements The user account you use to log into Resolver must have Administrator permissions. Required Information/Setup Please refer to...
Creating a Portal URL

Created On: 07/30/2024 in Resolver Administrator Guide Admin Overview Communications Portal URL Settings

Overview An Administrator must create a URL Portal before you can allow external and occasional stakeholders access to the Confidential Portal . An Administrator must create a non-administrative user account for the login, and assign it to a ...
Logging in as a Portal URL User

Created On: 07/30/2024 in Resolver Administrator Guide Admin Overview User Profile Menu Log In/Log Out

Overview Users who only have Portal URL user permissions will not be able to log into Resolver. Users who have Portal URL user permissions only on some Orgs will be able to choose an Org where they are not Portal URL users to lo...
Deactivating Data Retention Settings

Created On: 07/26/2024 in Resolver Administrator Guide Admin Overview Data Model Object Types Data Retention

Note: If you want to take advantage of the Data Retention feature, Administrators must first contact Support to enable the feature. Overview If a user deactivates data retention settings on an object type, no fields, formu...
Manually Deleting an Object

Created On: 07/24/2024 in Resolver Administrator Guide Admin Overview Data Model Object Types Data Retention

Note: If you want to take advantage of the Data Retention feature, Administrators must first contact Support to enable the feature. Overview When using the Data Retention function, users will have the ability to fully delete ...
Enabling Data Retention Analytic Settings

Created On: 07/24/2024 in Resolver Administrator Guide Admin Overview Data Model Object Types Data Retention

Note: If you want to take advantage of the Data Retention feature, Administrators must first contact Support to enable the feature. Overview Users can configure data retention settings on object types that en...
Disabling the Auto-Delete Function in Workflows

Created On: 07/24/2024 in Resolver Administrator Guide Admin Overview Data Model Object Types Data Retention

Note: If you want to take advantage of the Data Retention feature, Administrators must first contact Support to enable the feature. Overview If a user chooses to remove Auto-Delete from a scheduled trigger transition, that tr...
Form Comments Overview - Communication Tab

Created On: 07/12/2024 in Internal Audit Management User Guide Communication/History

Overview Users can add and reply to comments on incidents and related objects. User Account Requirements The user account you use to log into Resolver must have permission to reply to comments within their user group or account permissions. ...
View a Report

Created On: 07/12/2024 in Internal Audit Management User Guide Reporting

Overview Before a report can be viewed, an administrator must create and add it to a view in an application. Some Report filters rely on the current user's time zone. Some users from different time zones may see different data in the same...