Technical & Configuration
General
Translations
Access
- How do I create a User?
- How do I disable and delete a User account?
- How do I resend an invitation email to a (new) User?
- How do I reset my password?
- What kind of email notifications will I receive?
- How do I customise my e-mail notifications?
- How do I create a User Group?
- How do I add a User to a Group?
- What is an Administrator?
- How do I make a user an Administrator?
- What are the roles?
- What are the permissions of each pre-defined role?
- How do I create a custom role and assign permissions?
- How do I delete a role?
- What is a Domain?
- When should I create multiple Domains?
- How do I create a Domain?
- How do I give a User access to a Domain?
- What is the difference between access on a Domain vs Issue level?
- How do I change or remove a User's role on a Domain?
- How do I archive a Domain?
- What is a Channel for misconduct reporting?
- How do I create a Channel for misconduct reporting?
- Where can I find the URL, QR code, and organisation code for a misconduct reporting Channel?
- How do I change the default Channel settings?
- How do I customise the basic settings of a misconduct reporting Channel?
- How do I customise the language and translation settings for a misconduct reporting Channel?
- Where can I find the phone numbers for a Reporter to call?
- Default Languages for SpeakUp Phone System
- How do I enable/disable receiving voice files?
- How do I enable reporter consent?
- How do I disable reporter consent in a Channel?
- How do I add Reporting Triage for a misconduct reporting Channel?
- How do I edit translation of the text on the Privacy policy?
- How to add your Privacy Policy to reporting related pages?
- Privacy Policy and Reporter Consent
- How do I enable/disable voice messages?
- How do I disable a Channel?
Components
- Understanding Currency fields and system settings
- What is an option list?
- How do I create an option list?
- How do I create a cascading option list?
- How do I edit an Option List?
- How do I create a field?
- What is a Reporter intake form?
- How do I create a Reporter intake form?
- How do I customise the translation of the option list and field on the Reporter intake form?
- How do I disable translation of the option list on the Reporter intake form?
- How do I manage conditions between fields in my Reporter intake form?
- How do I add a Reporter intake form to a channel?
- How do I remove the Reporter intake form from a Channel?
- What is an Issue form?
- How do I create an Issue form?
- Understanding fields
- How do I add an Issue form to an Issue?
- What is the difference between customise Issues with forms or fields?
Issue setup
System
- How to enable report data in email notifications?
- How do I customise my data retention periods?
- How do I configure my data retention options?
- What are automations?
- How do I set up automations?
- How do I change my automation?
- How do I prioritise my automation execution if I have the same trigger?
- How do I create rules to stop automations with the same trigger but different actions?
- Example scenario setting up Automation for Web/App
- Understanding the timestamp from the Issues export
- How do I delete an automation?
- How do I create a reply template?
- How do I edit a reply template?
- How do I delete a reply template?
- How do I set up SharePoint integration?
- How to interpret and use the SharePoint export data?