Admins | Disclose
Disclose

Admins | Disclose

Aimed at administrators of Ideagen Disclose, this curriculum includes all the courses needed to set up and configure users and reports.

Curriculum content

  •
    In this course, you will add users to the software individually or via CSV import, assign roles, groups, and licenses, and manage user access through automated password setup. ​5 - 10 mins ​ Learning objectives: ü Add users individually or via CSV import ü Assign roles, review groups, user groups, and licenses ü Manage user access through password setup emails

    • Lesson Adding users

  • In this course, you will configure review groups within your organization, assign members to those groups, and manage default review group settings. ​3 - 5 mins ​ Learning objectives: ü  S et up and name review groups via the admin menu ü Add members to review groups manually or during user creation ü  Manage  default review groups by deleting irrelevant ones

  • In this course, you will set default workflows for review groups, assign reviewers for tailoring and checklist sections, and apply those workflows during answer set creation. ​3 - 5 mins ​ Learning objectives: ü Set default workflows for review groups ü Assign reviewers for tailoring and checklist sections ü Apply default workflows during answer set creation

  • In this course, you will generate a user report using the Administration and Reporting menu, manage report access, downloads, and expiration timelines, and navigate to the reporting menu using the user menu and default settings. ​3 - 5 mins ​ Learning objectives: ü Generate a user report using the Administration and Reporting menu ü Manage report access, downloads, and expiration timelines ü Navigate to the reporting menu using the user menu and default settings

  • In this course, you will enable per section answering via the administration menu, configure default settings based on your firm’s needs, and demonstrate how users can apply per section answering to individual answer sets. ​3 - 5 mins ​ Learning objectives: ü Enable per section answering via the administration menu ü Configure default settings for per section answering based on firm needs ü Demonstrate how users can apply per section answering to individual answer sets

  • In this course, you will enable AI features in Ideagen Disclose, access and review AI token allocation details, and assign AI licenses to individual users. ​3 - 5 mins ​ Learning objectives: ü Enable AI features in Ideagen Disclose ü Access and review AI token allocation details ü Assign AI licenses to individual users

  • In this course, you will enable checklist approval before they are released to users, test checklist versions using tailored answer sets, and review update notes to assess checklist changes. ​3 – 5 mins ​ Learning objectives: ü Enable checklist approval before they are released to users ü Test checklist versions using tailored answer sets ü Review update notes to assess checklist changes

  • In this course, you will identify how unrestricted clients are created, enable restricted client creation via tenant settings, and prevent unrestricted client creation in line with firm policy. ​3 – 5 mins ​ Learning objectives: ü Identify how unrestricted clients are created ü Enable restricted client creation via tenant settings ü Prevent unrestricted client creation in line with firm policy