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4 articles for “quick start”
- rocket_launchGetting started Your first day, by role …a short, practical route through its first day. Before you start, make sure you can sign in and have an authenticator app or passkey set up — see Sign in, set up MFA and understand step-up. Not sure…
- checklistHow-to guides Search for any customer, account or case …three ways to find something: the command palette for a quick jump, full search for free text, and the customer and account registers when you need filters. All three show only the records your role…
- checklistHow-to guides Manage tenant settings and kill switches …away but are still recorded in the audit trail. Before you start You need the Administrator role. Core settings need two different administrators: one proposes, the other approves with a fresh second…
- schoolTutorials Review a screening hit …for true matches and higher-risk clears. Before you start Reviewer (maker): Analyst, Senior analyst, MLRO or Deputy MLRO role. Checker: Senior analyst, MLRO, Deputy MLRO or Screening checker role — a…