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Settings Configuration
Sarah Norato avatar
Written by Sarah Norato
Updated over 2 weeks ago

By clicking the gear icon on the top right-hand side and selecting Settings from the drop-down menu, users can configure multiple system settings, including creating content keyword triggers, changing Discovery terms, turning on the optional weekly summary email, etc.

Account

From the Account Page, users can manage their additional users.

Users may also elect to add a PNG file of their company logo to appear on corrective action Tickets and LicenseLink pages.

From this tab, users can also enable the "Send weekly summary email" toggle to receive an automated email with a summary of findings at the end of the week.

Discovery

From the Discovery tab, users can add new Discovery Terms and disable existing ones, or elect to have the Discovery Terms case matched if it is a more generic trade name.

Platforms

The Platform tab allows users to disable any social media platforms they do not want to appear in Discovery or included for monitoring in the system. All social media platforms are enabled for ActiveComply accounts by default.

Tickets

From the Tickets tab, users can extensively modify their Ticket settings, including the frequency of reminder emails, the email subject line prefix, add a BCC email, etc.

Collections

From the Collections tab, users can add new Collection Folders, edit the name of an existing folder, or delete any custom folder that is not a default folder for the system.

LicenseLink

The LicenseLink tab allows users to modify their LicenseLink settings, including choosing the appropriate equal housing logo, adding the company website, adding the company privacy policy link, etc.

This is also where Users can Copy the Universal Invitation Link and distribute it to licensed employees.

Advanced

The Advanced tab will take users to the accounts Content Policies Page. From this page, users can use the + to add new watchlist words/Trigger Terms to the system. Users may also elect to disable existing terms using the toggle.

Once a new term has been added, the system will begin looking for that term on all new content postings going forward. To have a search performed for the new term on previously posted content, users may elect to use the "Run Now" button.

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