Profile
Use the Profile menu to manage your personal information, compliance requirements, and assigned assessments.
Approving a New Policy
This section outlines how to approve a newly assigned policy.
- Open the Profile page.
- Select the policy row marked with an orange exclamation icon.
- Select Approve at the bottom of the page.
Note: Policies must be approved to become effective.
Completing a Vendor Risk Assessment
This section explains how to complete an assigned vendor risk assessment.
- Open the Profile page.
- Select Start on the relevant vendor risk assessment row.
- Complete all questions in the assessment form.
- Select Submit Assessment.
Note: Complete all mandatory questions before submitting the assessment.
Changing the Profile Picture
This section explains how to update your profile picture.
- Open the Profile page.
- Select Choose File in the Profile Picture section.
- Select an image file from local storage.
- Select Change Profile Picture.
Note: Supported formats include common image file types such as JPG and PNG.
Uploading a Background Check Document
This section explains how to upload a background check document.
- Open the Profile page.
- Select the BG Check tab in the Compliance Requirements section.
- Select Upload.
- Select a document file from local storage.
- Select Upload Selected Files.
Uploading a Security Training Document
This section explains how to upload a security training document.
- Open the Profile page.
- Select the Security Training tab in the Compliance Requirements section.
- Select Upload.
- Select a document file from local storage.
- Select Upload Selected Files.
Uploading a Screen Lock Document
This section explains how to upload a screen lock document.
- Open the Profile page.
- Select the Screen Lock tab in the Compliance Requirements section.
- Select Upload.
- Select a document file from local storage.
- Select Upload Selected Files.