Setup features available to Customer Administrators
If you have been granted the role of Customer Admin (only applicable to Investigation users) you can setup new users and engagements for your company. The links below step you through the process for these items. If you do not have permission to create users or engagements you can email support with the details on what you are trying to set up and they can create those for you.
Engagement Management
- Creating Engagements
- Engagement Options
User Management
- Creating Users (Creating, Deleting and Assigning Roles to Users)
- User Types for Investigation Engagements (Engagement Users and Engagement Owners)
- Logging into the system for the first time (Guide for first time users)
Users and Engagements for Audit Customers are created in DataShare. Valid8 uses what has been set up within that application.
- User Permissions (Audit Engagements)