Overview
Applies to:
Customers who would like to manage the trust of their organization's contacts. These trust levels impact which activities are considered risks for each contact. Managing trust levels focuses Cognni on the most pressing risks.
Solution Summary:
This article demonstrates how to manage the trust of your organization's contacts using Cognni's Trust Management tab.
Prerequisites:
Any Cognni License
Solution Steps
Step 1: Configurations > Trust Management
Step 2: Choose an Entity and Information Category to Manage
i. On the left side, select the entity:
Employees
Organizations
Personal Contacts
Departments
ii. On the right side, select the Information Category:
Financial
Legal
HR
Governance
Business
Personal
Step 3: Filter for Trusted Status
i. Based on the search results we selected, your entities will be divided based on their current management status:
Unmanaged
Trusted
Untrusted
Step 4: Setting Trust Level
i. Click on "Manage Trust"
ii. Drag and move the trust slider to the chosen sensitivity
iii. Click on Submit
iiii. Your entity is now managed.
Still Need Help?
Contact [email protected] for more information.