How do I manage Relationships’ Risk?
Managing Risk-related descriptors helps monitor and assess relationships’ Risk. Steps: On the main page, click to access Settings. Go to Descriptors. Create Descriptors that are Risk Associated as per this Tip. Click on the right of the selected Descriptor. In the pop-up window, navigate to Conditions. Click to add a new Condition, then add a name and move the…
How do I set up multi-factor authentication (MFA)?
Multi-factor authentication is a mandatory for PRIV.DRM users. With MFA, you’ll only be granted access to your account after successfully presenting two pieces of evidence: a password and randomly generated pin. Steps: As a first step, download and install one of the suggested Authenticator app. Lastpass, Google, and Microsoft authenticators are available for Windows Phone, Android,…
Calendar Settings
Calendar settings are needed to be able to add/remove different types of dates.
How do I manage The Contact Types?
Contact types used to classify various individual or institutional connections. Steps: On the main page, click to access Settings. Go to Contacts. Click to add a new Contact Type or to edit an existing one. In the pop-up window, add the new Contact Type‘s name, description, and whether compliance is required. Click Save & Close.