Formalize | Help Center
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Whistleblower Software by Formalize
Whistleblower Software by Formalize
Authentication and access control
Single Sign On (SSO)
Company Account
Case Management
Reporting Page Configuration
Partner Account
Formalize
Supplier Management
Trust Center
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Formalize | Help Center
Whistleblower Software by Formalize
Whistleblower Software by Formalize
Authentication and access control
Single Sign On (SSO)
Company Account
Case Management
Reporting Page Configuration
Partner Account
Formalize
Supplier Management
Trust Center
Whistleblower Software by Formalize
All support articles related to Whistleblower Software can be found here.
Authentication and access control
SAML 2.0 - Okta Integration Guide
How to reset your password
How to add the whistleblowing channel to your phone
How to activate and use Two-Factor-Authentication
Single Sign On (SSO)
Login with Microsoft/Azure/Outlook
SAML 2.0 - Google Integration Guide
Login with google
SAML 2.0 - Microsoft Azure Integration Guide
How to Configure SSO with SAML 2.0
SAML 2.0 - Ping Integration Guide
SAML 2.0 - AWS Integration Guide
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Company Account
How to configure the receivers / Case handlers
How to configure categories including deactivation, adding a category and correct configuration
Onboarding overview - How to get started
How to add users and edit their permissions within the administrative panel
Different ways to share access to the reporting page
How use the statistics, change the date range and download the data
How to upload your logo for the reporting page
How to change the primary color and design features on the reporting page
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Case Management
How to communicate, leave documents and audio for other case handlers in the system
How to write a message to the whistleblower, including files and audio recording
How to store information on a case
How to use the machine translation function when receiving a case
How to pass on a case
How to delete a case
How to delete a case with multi approval deletion
How to redact a case
How to create and use snippets for answering the whistleblower
How to implement the 4-eye principal
Case Activity Log
How to export a case from the system
See more
Reporting Page Configuration
How to set the default language for the reporting page
How to configure the departments
How to set up a group structure
How to create reporting links
How to edit the possibility of anonymous or confidential reporting
How to make changes to the text on the reporting page
How to update the form on the reporting page
How to change the visibility of the recipients receiving the case
How to add multiple languages on the reporting page
See more
Partner Account
How to delete an advisor from the system
Partner: How to delete a company
How to create company templates
How to extend a trial period, activate or plan activation of a company
