TPO Onboarding - Part 1
1 hour and 45 minutes of learning. Designed for admins, compliance teams, and overseers of counterparty oversight requirements, learn how to configure your portal to align with your specific business needs and goals.
Here's what you'll learn:
Enroll in this learning track and continue your onboarding journey.
TPO Onboarding - Mastering Navigation
Designed for all users, covers general site layout, efficient navigation to find the related client information you need, and best ways to get support.
TPO Onboarding - User Management
Recommended for Administrators and IT Security Professionals, covers user management and custom permissions.
TPO Onboarding - Solution Center Settings
Recommended for Administrators, branding, and marketing teams, learn how to manage your visibility, including: company's logo, "About Us", and products and offerings to help clients connect with you.
TPO Onboarding - Documents and Financials Settings
For admins, compliance teams, and overseers of counterparty oversight requirements, learn how to setup and manage requested documentation so you collect the necessary information for your review process.
TPO Onboarding - Creating Custom Questionnaires
For admins, compliance teams, and overseers of counterparty oversight requirements, learn how to configure and update questionnaires, your tool for specific information gathering! Ensuring you have the information you need, when you need it.
TPO Onboarding - Channel Settings and App Codes
For admins, compliance teams, and overseers of counterparty oversight requirements, learn how to configure each channel specific to your business needs and manage ongoing monitoring (alerts).
TPO Onboarding - Custom Fields
For admins, compliance teams, and overseers of counterparty oversight requirements, learn how to capture even more information and data on your clients! Enhance reporting and workflows.