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Manage Contact Trust
Manage Contact Trust

How to customize Trust Management in Cognni

Updated over 7 months ago

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.

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