Guides for Users and Administrators
These articles will help you setup, administer, and use the Prevalent platform.
Monitoring
Frequently Asked Questions (FAQs)
- Why am I unable to see all of the portal's sections and/or features?
- Why are my scheduled surveys not being sent to respondents?
- How can I reopen scheduled surveys that have closed?
- What are entities?
- What has happened to my third-parties now that they have been replaced by entities?
- What is the difference between an internal and an external user?
Your Dashboard
- Filling out surveys sent to you.
- Viewing your completed survey submissions.
- Inviting new site users to help you fill out surveys
- Viewing a summary of your own activity in the portal.
- Locating information on the dashboard.
- Viewing risks generated from surveys you have filled out.
Administration of the Portal
- SSO Enforcement
- Enabling and Accessing the API
- Activating two-factor authentication for your portal instance.
- Using and setting up custom e-mail domains.
- Setting up custom hosting domains (application web address)
- Setting up Single Sign-On with Onelogin.
Managing Internal and External Users
- Activating two-factor authentication for individual users.
- Restricting users' access by IP-Range.
- Inviting new site users.
- Disabling and re-enabling existing user accounts.
- Creating new roles, assigning permissions and access
- Assigning site administrator privileges to users.
Managing Your Account
- Changing your e-mail and/or name.
- Recovering a forgotten password.
- Changing your password.
- Turning on Single Sign-On authentication for your account.
- Setting up two-factor authentication on your account.
- Using two-factor authentication after setup.
Managing Your Entities
- Searching for and locating entities.
- Adding an existing user to an entity as a responder.
- Adding a primary responder to an entity.
- Deleting an entity.
- Viewing entities as a list.
- Adding documents to entities.
Creating and Editing Surveys
- What are sub-questions?
- Locating and re-activating archived surveys.
- Importing surveys or survey groups from those already available in the library.
- Creating sub-questions.
- Editing survey questions.
- Creating new surveys.
Managing Risks
- Risk Relationships Overview
- Risk impact multiplier on a risk type
- Risk impact multiplier on a single risk
- Formatting risks for upload to the portal.
- FAQ - What are risk types?
- FAQ - Where do my custom risk fields appear?
Scheduling, Sending, and Receiving Surveys
Your Risk Registers and Risk Reporting
- Controlling access to risk registers and their risk items
- Uploading risks to risk registers.
- Formatting risks for upload to risk registers.
- Searching and filtering your risk registers.
- Moving risks from one risk register to another.
- Viewing projections of future risks.
Managing Your Documents
- Assigning document tasks to users.
- Adding expiration and review dates for documents.
- Creating document tags.
- Viewing a document in the document manager.
- Downloading a document from the document manager.
- Searching for documents.
Mapping Entity Relationships
- Visualizing an entity's mapped relationships
- Searching and filtering mapped relationships from the entities page.
- Locating mapped relationships in an entity.
- Editing the names and descriptions of relationship types.
- Editing relationships.
- Deleting relationship types.
Creating and Managing Agreements with Entities.
- Locating past versions of agreements.
- What are agreements?
- Renaming an agreement.
- Locating existing agreements.
- In what time frame must an entity provide its response to an agreement?
- Creating a new version of an existing agreement.