Setup
- Creating/Adding Divisions
- Creating/Adding Users
- Assigning Roles and Divisions
- Setup Mode/Admin Menu
- Creating a Risk Register
- Managing Drop-Downs, Multi-Selects, and Multi-Levels
- System Views (Quick Explainer)
- Setting up SAML SSO with Azure
- System Error Messages
- Modifying a Risk Score Set
- Template Risk Score Sets
- Editing a Guidance Tab (E.g. Impact Guidance)
- Creating Your Own Custom Views
- View Editor Tool Overview
- Editing a View
- Adding, Removing and Editing a Grid Column
- Adding Help Tips & Placeholder text
- Why are new risks not showing up?
- Enabling SAML for Users in Symbiant
- Loading/Saving a Particular Users View
- Email Log Viewer
- System Menu Layout & Options
- What are the differences between dropdown options? (E.g. Type & Category)
- Assigning a Translation Pack to a User
- Adding a Default Translation Pack
- Creating a Locale Specific View (Translated View)
- Editing a Locale Specific View (Translated View)
- SAML Azure Errors
- Exporting Users
- Login Issues
- Not Receiving Symbiant Emails
- Modifying a User Field to Limit or Allow Specific Users
- Modifying a Currency Field to Set Default
- Multi-Factor Authentication (Google Authenticator)
- What is DE and FA in Email Notifications?
- How to Receive Module Specific Emails as System Admin (Trigger) and (Scheduler)
- Symbiant System Best Practices
- Risk Appetite Logic
- Managing Risk Categories
- What is Risk Family?
- Limiting Access of Users in Symbiant
- What are Widgets?
- Risk Heat Map (Risk Matrix)
- How do I globally replace a user for another?
- Creating Dropdown Option Selections
- Resolving System Issues
- Setting up SAML SSO with Google
- Setting up SAML SSO with Jumpcloud
- How do I Close a Risk?
- How do I buy more Modules?
- Moving Divisions (Restructuring)
- Setting Up Document Types
- Document Status Logic
- Document Storage Limits and File Sizes
- Setting Up Document Statuses
- Symbiant System Timeout Flow
- Imports with Hierarchical Data
- How to Hide/Unhide Fields
- Checking System Attachment Storage
- Renaming a System Menu Option
