USER DOCUMENTATION

• Common to all users
  • First Login
  • Login
  • Configure your preferences
  • Enable Two-Factor-Authentication (2FA)
  • Access and save your account recovery key
  • Change your password
  • Reset your password
  • Request support
• Admin
  • User interface
    • Settings
      • Settings
      • Files
      • Languages
      • Text customization
      • Advanced settings
    • Users
      • User roles
      • User options
    • Questionnaires
      • Steps
      • Questions types
      • Common question properties
    • Channels
      • Data retention policy
    • Case management
    • Notification
      • Notification settings
      • Notification templates
    • Network
      • HTTPS
      • Tor
      • IP access control
      • URL redirects
    • Sites
      • Sites management
      • Signup module
    • Audit log
  • Common configurations
    • Configure the logo
    • Enable languages
    • Configure notification settings
    • Configure recipients
    • Customize the graphic layout
      • Example 1: custom background
      • Example 2: custom font
• Recipient
  • Access the list of the existing reports
  • Order and filter reports
  • Select reports
  • Enter a report
  • Refresh the list of reports
  • Search a report
  • Export the list of reports
  • Access a report
  • Mark a report as important
  • Set a reminder
  • Silence email notifications
  • Manage users’ access to report (optional)
    • Grant access to a report
    • Revoke access to a report
    • Transfer access to another recipient
  • Perform actions on a report
    • Edit the expiration date
    • Mask a report (optional)
    • Change the status of a report
    • Delete a report (optional)
  • Export a report
    • Download a report
    • Print a report
  • Refresh a report
  • Label a report
  • View report information
  • Access the reporting person’s identity (optional)
  • View and download an attachment
    • Upload a file
    • Send a comment
• Additional users
  • Analyst
  • Custodian