Admin and Setup
Create and configure engagements, manage users, and control access permissions.
- Configuring SSO
- Customer and Engagement Roles
- Deleting or Closing an Engagement
- Recovering Deleted Items
- Setting Up MFA on a New Device
- User Management
- Setting User Access for an Engagement
- Exporting a User List
- Creating an Engagement
- First Time Login
- Resetting Your Password
- Navigating the Process Map
- Engagement Statistics
- Configuring Data Grids