Popular Articles
Implementing Single Sign-On (SSO)
Simplify access management with SSO implementation: Navigate to Admin > Security > Authentication Enable SSO option Select your identity provider (Okta, Azure AD, Google, etc.) Configure connection parameters: Entity ID ACS URL Certificate details ...
Optimising Your Sales Process
Maximise efficiency and results with these proven best practices: Define clear sales stages Create distinct pipeline stages that reflect your selling process Set up automated follow-ups Configure reminders and email sequences for consistent ...
Best Practices for Account Security
Protect your account with these security best practices: Use strong, unique passwords (minimum 12 characters with mixed case, numbers, symbols) Enable two-factor authentication Regularly review and update security questions Don't share login ...
Creating Custom Fields
Tailor the system to your specific needs with custom fields: Navigate to Settings > Customization > Fields Select the object type (Contacts, Accounts, etc.) Click "New Field" Choose the field type (text, number, dropdown, etc.) Name your field and ...
How to Generate and Export Compliance Reports
Running reports in Vantify Vantify provides built-in reporting tools to help you track compliance status, monitor trends, and produce evidence for audits and board reporting. Accessing reports Navigate to Reports from the left-hand menu. You will see ...
Recent Articles
[DEMO] How to reset your password - IT self-service
How to reset your password (self-service) [DEMO ARTICLE - Premier Paper Group] Before raising an IT ticket, you can reset your own Windows/ERP password in under two minutes: Go to the self-service password portal from any branch or warehouse ...
How to Generate and Export Compliance Reports
Running reports in Vantify Vantify provides built-in reporting tools to help you track compliance status, monitor trends, and produce evidence for audits and board reporting. Accessing reports Navigate to Reports from the left-hand menu. You will see ...
Navigating the Vantify Dashboard
Understanding your Vantify dashboard The Vantify dashboard is your central hub for monitoring compliance status, outstanding actions, and upcoming assessments across all your properties. Dashboard overview When you log in, you will see the main ...
Troubleshooting Login Issues
Unable to log in to Vantify? If you are having trouble logging into any Vantify platform, work through the following checks before raising a support ticket. 1. Check your credentials Ensure you are using the correct email address associated with your ...
How to Add a New Property or Site
Setting up a new property in Vantify Risk Manager This guide walks you through adding a new property or site to your Vantify account so you can begin managing compliance and risk assessments for it. Step 1: Navigate to Properties From the main ...