If you are a Manager with Admin user role, you may be able to customise your tenant if necessary.
To get to the tenant-specific set up settings, you have to go to settings that are displayed in the menu under your user name.
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Once in the settings menu, you can customise the details displayed on the left menu by clicking on each one of these:
General information
Here you can update your organisation displayed Name, support email (your main Manager contact that is managing the platform), support phone and support hours.
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Logo
Here you can update logos of your Organisation. You can have a different logo to show on the platform (top left corner) and a different logo to be shown in the email. If this is left blank it will display Rizikon Assurance logo.
(Maximum attachment size is 200 KB. Make sure your image fits in 250x70 ratio).
Impact labels and tags
Here you can update your system Impact tags - their colour displayed, naming and tag description.
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Risk labels and tags
Here you can update your system Risk tags - their colour displayed, naming and tag description.
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Criticality
If you would like to change ‘Criticality’ wording in the 6x6 Criticality Dashboard on the Summary page, you can amend it here. It will update automatically on the Dashboard on the Summary page.
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Tokens
Here you can check how many Creditsafe tokens you have left to use on your subscription plan. Remember that every time you request a Creditsafe report you will see the token amount too.
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2FA Authentification
Here you can enable/disable mandatory 2FA and also view list of users that are currently using/not using 2FA.
Keep in mind that if the 2FA was previously set up on your account, even after disabling it here, you will have to disable it in the user menu to completely disable it upon next login:
Reports sharing function enables you to share the full automated report with the completer.
Reports sharing are switched off by default, but you can switch them on to either:
Allow reports to be manually shared with the completers. - toallow your assessors to manually share chosen full report with the completer.
Advanced Options (assessment submission message)Automatically share reports to completers upon Approve, Reject or Send-Back actions. - toallow automated report sharing with the completer upon assessment Approval/Rejection/Send back action.
Advanced Options
Here you can edit
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the Assessment submission message - the message that will be displayed to the completer upon submission of the assessment.
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The first part ‘Your assessment has been submitted successfully.’ is not editable, however, you can add the second part of the message to be custom if you wish to do so.
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You have also an option to edit the Approval wording and status wording.
Once you click on edit you will be brought to screen that will allow you to edit the Approve/Reject buttons wording, as well as assessment statuses on the Summary page table.
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