Step 1.
Sign in with your credentials here: https://whistleblowersoftware.com/secure/auth/login?locale=en
Step 2.
1. Access the "Company templates"
2. Press "Create company template
Step 3.
1. Name the company template
2. Wait a couple of seconds as the template is being generated
3. Access the new company template
Step 4.
From here you can edit 5 tabs: Categories, Reporting Link, Languages, Form Builder and settings.
Listed underneath you will find what is possible to edit within the different tabs.
Categories
- Activate and deactivate categories
- Create you own categories
- Administer translations of the categories
Reporting Link
- Create multiple reporting links
- On every reporting link you are able to edit multiple things:
Anonymity settings - confidential or anonymous reporting, removal of metadata, distortion of voice in oral recordings
Visibility settings - Predefined availability of categories, departments, languages and policies.
Case handler settings - visibility of case handler and their names, possibility of deselecting user from receiving reports, visibility of titles
Languages
- Activate/Deactivate languages
- Add pages in the different languages
- Edit the text visible at the reporting page
Form Builder
- Change the layout of the reporting form
- Make custom questions
- Edit the options based on Departments, categories, choice of anonymity and reporting link
Settings
- Add SSO (Single Sign On)
- Activate Two-Factor-Authentication
- Set up internal procedures
- Activate machine translations
In doubt of how to use them? Read this article on how to create a company as a partner and use templates. How to create and activate companies as a partner.
We hope this article was helpful!
If you have any additional questions, please reach out to us via chat in the bottom right corner of the page — our team is always happy to assist you further.