Managing Your Platform

Adding and Editing a Program-me
Adding and Editing a Program-me Objectives: Learn about the basics of Program-me feature Learn how to add a program-me Learn how to edit a program-m...
Thu, 2 Apr, 2020 at 2:37 PM
Welcome Wizard Setup
Welcome Wizard Setup Objectives: Learn the basics of the Welcome Wizard Learn how to set up the Welcome Wizard Learn the different settings availabl...
Fri, 16 Jul, 2021 at 9:49 AM
Smart Rules for Validation Forms
Introduction There are three kinds of rules/restrictions you can set when creating validation/due diligence forms for your organisations:  Access Restric...
Fri, 21 Aug, 2020 at 9:44 AM
Due Diligence Dashboard
Objectives: Learn how to access your Due Diligence Dashboard Learn how to use the Due Diligence Dashboard To view your Due Diligence Dashboard Log i...
Tue, 28 Apr, 2020 at 2:13 PM
Activating Your Susurate Feature
NB: This is a paid feature, to activate this feature contact hello@thesocialcollective.co Objectives: Learn how to activate the Susurate feature Lea...
Thu, 16 Sep, 2021 at 10:08 PM
Activating Expiry Automation for Due Diligence
As a super administrator, you are responsible for managing and setting up your portal. This includes activating and deactivating features on the portal you ...
Mon, 13 Apr, 2020 at 9:44 AM
Activating Outcomes on Your Activities
Objectives: Learn how to activate Outcomes on your portal Activities on your portal might have an outcome that to be reported on for participants su...
Thu, 23 Apr, 2020 at 2:58 PM
Help Your Users Complete Validations
After your validations/due diligence forms have been created you will need to alert your users on the forms that they need to complete.  You can do this...
Wed, 13 May, 2020 at 10:47 AM
Deadlines and Suspension of Organisation Profiles for overview Reports
Admins: Setting This feature needs to be activated as it is currently set to 600 days by default. We recommend updating this to 45 days when you a...
Thu, 18 Feb, 2021 at 9:30 AM
Types of Organisations
Setting Up Your Custom Types of Organisations Objectives: Learn the basics about types of organisations Learn how to setup types of organisations ...
Tue, 6 Apr, 2021 at 8:28 AM