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Using additional admin settings
Who is this article for?Ideagen Disclose Administrators managing admin settings.
Administration Access is required.
The following article shows details on any extra administration settings you might need in Ideagen Disclose. Including, license usage, tenant details, email logs and more.
1. License usage
This screen shows the number of licenses you have subscribed to for each checklist (or bundle) and how many licenses are still available to allocate to users.
2. Tenant details
The Tenant Details section provides information about your company, including its name and default culture (e.g., English - British). It also indicates whether checklist approvals are mandatory and if per-section answering is allowed. Additionally, you can choose to enable per-section answering for all answer sets. The section also displays your licensed checklist bundles and the administrators for your firm.
In the Tenant Details section, you can choose to enable a primary group and set the default client access to that group. The primary group, like London Office, restricts access to only its members. By selecting default client access, when creating a client, it will automatically grant access to both the creator and the London Office group. You can also select to disallow the creation of unrestricted clients, i.e. those visible to everyone.
Additionally, you can specify settings such as the time until password expiration (in days), the password reuse time, and the duration for GDPR consent (in months).
3. Edit settings
- Select the Edit button from the tenant details.
- In this pop up box, you can change your tenant details, including adding your company logo.
- Select the checklists to be approved internally before they go live and select (if needed) allow Per Section Answering.
4. Email log
This will show you the e-mails which have been sent and whether they have been successful or not including the time they were sent and by whom.
5. System security log
The system administrator has access to a System Security Log, which will show you entries for all attempted logins for all tenants.
6. SSO settings
Single Sign-On (SSO) is a centralised authentication method that enables users to access multiple applications or services with a single set of login credentials.
- Where single sign on has been enabled, there is an additional menu item for SSO settings.
- There are four tabs for Roles, Review Groups, User Groups and Licences.
- You can activate a series of default settings that you want the SSO User to have when they log on.
- Assign means that the first time the user logs on as a SSO user they will get that default.
- Always means that every time the SSO user logs on their settings will re-set.
7. GDPR log
There is an additional menu item for the GDPR log which gives details in relation to users such as whether they have viewed Personally Identifiable Information (PII). There is also the ability to search this log either by the user's action or by date.