Core Onboarding - Part 1
1 hour and 30 minutes of learning. Designed for admins, compliance teams, and overseers of TPO approval 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 - General Navigation
Designed for all customers, covers general site layout, general searching, and how 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
For Administrators and marketing teams. Learn how to manage your visibility, including: company's logo, "About Us", and offerings to help clients connect with you.
TPO Onboarding - Global Document Setup
For admins and compliance teams. Learn how to setup requested documentation so you collect the necessary information for your review process.
TPO Onboarding - Manage Financials
For admins and compliance teams. Learn how to setup and manage required financial documentation.
TPO Onboarding - Creating Custom Questionnaires
For admins and compliance teams. Learn how to configure and update questionnaires, your tool for information gathering!
TPO Onboarding - Channel Settings
For admins and compliance teams. Learn how to configure each channel specific to your business needs. Includes: Screening, Invite and application expirations, renewal, and "who pays" settings.
TPO Onboarding - Application Codes
For Customers charging applicants. Learn how to create and distribute application codes effectively.
TPO Onboarding - Creating Custom Fields
For admins and compliance teams. Learn how to capture even more information and data on your clients! Enhance reporting and workflows.