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 ...
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 ...
Getting Started with Our Business Management Platform Content:
Answer Welcome to our comprehensive business management platform! This guide will help you navigate the basics and get your team up and running quickly. First, let's cover the dashboard. Upon logging in, you'll see key metrics including sales ...
Understanding the Customer Management Module
Guide Our Customer Management module helps you track and nurture relationships throughout the customer lifecycle. Key features include: 360° customer view with complete interaction history Automated follow-up sequences Custom fields for ...
Recent Articles
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 ...
How to Deactivate or Remove a User
Removing or deactivating a user from Vantify When a team member leaves your organisation or no longer requires access, you should deactivate their account. This guide explains the difference between deactivation and deletion, and how to perform each ...