Profile – Security Settings
Summary The Security tab allows users to update their login credentials and enhance sensitive data visibility through PIN. How to use it To change your password, please provide your current password, then enter your new password and confirm it. For the PIN, you can simply set a new one and confirm it. If you already have…
How to manage Relationships settings?
Relationships settings are to add and modify types of your relationships. These play important role in determining the capabilities, potential uses and easier management of them.
Compliance policies
“Compliance policies are one of the most important settings where you specify what are the needed documents and descriptors so the compliance level of some can be changed.”
Adding documents to Contact, Relationship or Entity
The documents you attach to your contacts hold crucial significance, aiding in gaining a comprehensive understanding of a contact and its surroundings. Certain documents influence the overall compliance standing.