Council Guides - Configuration
General Terminology TermDescription Case The working file that holds the details of a Subject as they go through compliance processes. Activity Type The ...
Thu, 9 Jul, 2026 at 4:43 PM
TABLE OF CONTENTS What are List Views What can I do with a List View What List Views are there? Downloading a CSV What are List Views List Views are...
Fri, 10 Jul, 2026 at 10:13 AM
TABLE OF CONTENTS Users Adding a User Editing a User Activating/Inactivating a User Locked Users Configuring Notifications Resetting a User Password...
Fri, 10 Jul, 2026 at 10:16 AM
TABLE OF CONTENTS Processes Requesting New Processes Registration Portals Activity Types Basic details Address history Document Collection DBS Basi...
Fri, 10 Jul, 2026 at 10:52 AM
TABLE OF CONTENTS What is a Subject? What is a Subject Portal? What information is viewable when a Subject accesses their Portal? Detached Subject Acco...
Fri, 10 Jul, 2026 at 10:27 AM
TABLE OF CONTENTS Payment Types Pay in Advance How this works Making Payments Saved Cards To save a card To remove a saved card Payment Requests ...
Fri, 10 Jul, 2026 at 11:21 AM
TABLE OF CONTENTS What are Segments Segment Settings Adding a Segment Adding Users to a Segment Adding Processes to a Segment User Permissions Who...
Fri, 10 Jul, 2026 at 11:24 AM
TABLE OF CONTENTS What is Consent? What Cases/Case Activities require consent? How does a Subject give consent? Revoking Consent Getting Consent after...
Fri, 10 Jul, 2026 at 11:50 AM