1. Logging in as SurgeONE.ai Partner Contact

1. Let us assume that your designated role is Partner (as a Partner Contact) and you have navigated to the SurgeONE.ai Login page.

Fig: 1 - Logging in as Partner Contact person

2. Enter your registered email address in the Email ID field.
3. Enter your password in the Password field.
4. Click on the Login button below it. You will be redirected to the Companies tab of the Companies tab. The left side menu panel Entities option can be seen as selected.








Fig: 2 - Companies tab

The tab content can be blank if the admin has not associated any company with this Partner.

2. Understanding the Various Elements of the Companies tab

Refer to the following screenshot which is marked with numerical values that correspond to the below stated points.

Fig: 7 - Understanding the various elements of the Companies tab

1. Companies tab
2. + Add Company button to create a new company
3. Grid view populates the existing companies
4. Eye icon to masquerade contact person SurgeONE.ai account
5. ACTIONS column contains the toggled row-context menu options

2.1. Accessing the Companies tab

Click on the Companies tab label when the left panel Entities menu is selected to access the tab contents.

Fig: 8 - Companies tab view

Click on the Entities menu before it if the Settings menu is selected on the left panel.

2.2. Creating a New Company

1. Click on the + Add Company button at the top right of the Companies tab.

Fig: 9 - + Add Company button

2. The following Create Company dialog box loads.

Fig: 10 - Create Company dialog box

There are user input fields labeled as Company Name, Primary Admin: First Name, Middle Name, Last Name and Primary Admin Email along with an Enable Vendor AI slider.

1. Enter the applicable name of the new company (that is to be created) in the Company Name field.
2. Enter the first name of the primary admin(who is to be set) for this new company in the Primary Admin: First Name field.
3. Enter the middle name of the primary admin (who is to be set) for this new company in the Middle Name field.
4. Enter the last name of the primary admin (who is to be set) for this new company in the Last Name field.
5. Enter the valid and applicable email address of this primary admin in the Primary Admin Email field.
6. The Enable Vendor AI slider is enabled by default. You can choose to disable the Enable Vendor AI slider.
7. Click on the enabled Send Activation Link button to create the new Company.

Fig: 11 - Send Activation Link button

8. The system will display a success notification at the top. The created company gets listed in the grid view.

   Fig: 12 - Created company visible in grid

NOTE:

1. The Send Activation Link button is disabled by default. Only after you enter the requisite details in the mandatory fields, this button gets activated.
2. Validation is employed on the Company Name field to check whether the entered name is matching with any existing company of SurgeONE.ai. If it matches and you click on the Send Activation Link button, the system prompts a tooltip below the field.

Fig: 13 - Company Name field validation

3. Validation is employed on the Primary Admin Email field to check whether the entered email address is matching with email address of any existing Primary Admin account. If it matches and you click on the Send Activation Link button, the system prompts a tooltip below the field.

Fig: 14 - Email Field validation

4. The Enable Vendor AI slider functionality streamlines the vendor assessment process, ensuring accuracy and efficiency while reducing manual effort. When this slider is enabled, AI extracts relevant data from Vendor Due Diligence related documents (i.e., SOC2) provided by the vendor. After extraction, AI automatically fills out the Vendor Due Diligence questionnaire with the information captured from these documents. For more detailed understanding, refer to this.
5. This Primary Admin set for the created company is the default Company / Branch Admin role of that company. An invitation email is triggered by the system to the entered email address to set your own account password.

Fig: 15 - Invitation email triggered by the system

2.3. Understanding the Companies Grid View

All the existing companies associated with the Partner are listed out in the Companies grid view.

Fig: 16 - Companies grid view

The following columns populate the grid view:

1. COMPANY NAME - Shows the name of the existing company which is associated with the Partner
2. PRIMARY ADMIN - Shows the name of the primary Partner Contact of the company which is associated with the Partner
3. PRIMARY ADMIN EMAIL - Displays the specified email address of the primary Partner Contact of the company which is associated with the Partner. It can be displayed partly or truncated, if the email address in longer than the rendered column area.
4. LOGIN AS - Displays the eye icon to masquerade into the primary Partner Contact account of the company / firm
5. ACTIONS - Contains the row context menu options (Invite, Associate Partner, Enable AI and Disable AI)

2.4. Inviting an Existing User

1. Click on the vertical ellipsis icon present under the ACTIONS column against an existing company that is listed on the Companies List.
2. Click on the expanded context menu option labeled as Invite.

Fig: 17 - Invite context menu

3. The system will display a success notification at the top.

   Fig: 18 - Invitation email sent success notification

2.5. Associating Partners

1. In SurgeONE.ai master portal, you can click on the vertical ellipsis icon within the ACTIONS column against a row-specific grid view entry of the Companies tab to load the context menu options. Click on the expanded Associate Partner option.

Fig: 21 - Associate Partner menu option

2. The following Associate Partner modal window loads. The Partners with which the Partner Contact is registered get listed here. Make appropriate checkbox selections against the listed Partners. Click on the Save button once done. If there is only one Partner, it is selected by default.

Fig: 22 - Associate Partner modal view

2.6. Enabling Vendor AI

1. In SurgeONE.ai master portal, you can click on the vertical ellipsis icon within the ACTIONS column against a row-specific grid view entry of the Companies tab to load the context menu options. Click on the expanded Enable AI option when the vendor AI is not enabled for the company. If the vendor AI is enabled already for the company. then the menu option is displayed but is greyed-out.

Fig: 23 - Enable AI menu option

2. The following Enable AI modal window loads with the Vendor AI slider in disabled state. Click on the Save button once slider selection is done.

Fig: 24 - Saving slider selection change in the Enable AI modal window

2.6.1. Disabling Vendor AI

1. In SurgeONE.ai master portal, you can click on the vertical ellipsis icon within the ACTIONS column against a row-specific grid view entry of the Companies tab to load the context menu options. Click on the expanded Disabled AI option when the vendor AI is already enabled for the company. If the vendor AI is not enabled already for the company. then the menu option is displayed but is greyed-out.

Fig: 25 - Disable AI menu option

2. The following Disable AI modal window loads with the Vendor AI slider in enabled state.

Fig: 26 - Saving slider selection change in the Disable AI modal window

3. Click on the Save button once the slider deselection is done.

2.7. Using the Company / Branch Admin User Masquerade Functionality

The following two points are how a SurgeONE.ai master portal Partner can masquerade a Company / Branch Admin role user:

1. Set up a firm and then masquerade as the Company / Branch Admin user's account.
2. Masquerade as the Company / Branch Admin user's account when the firm is already setup in SurgeONE.ai.

Refer to the following two sub-sections which explain how each of the above two work in the SurgeONE.ai UI.

3. Understanding the Various Elements of the Partners tab

This section explains the functionality of the Partner view. When the Partner Contacts log in to the SurgeONE.ai master portal and navigate to the Partners tab view, they can find the Partners for which their accounts are registered. They can also masquerade down and view the firms / companies as if they were logged in as the Company / Branch Admin role user.

Refer to the following screenshot which is marked with numerical values that correspond to the below stated points.

Fig: 41 - Understanding the various elements of the Partners tab

1. Partners tab
2. Grid view populates the existing partner(s)
3. Eye icon to masquerade contact person SurgeONE.ai account
4. ACTIONS column contains the toggled row-context menu options

3.1. Accessing the Partners tab

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Click on the Partners tab label to access the tab contents.

Fig: 42 - Partners tab

3.2. Understanding the Partners Grid View

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The Partners grid view lists out all the existing partners of your organization.

Fig: 43 - Partners grid view

The following columns populate the grid view:

• PARTNER NAME - Shows the name of the partner
• CONTACT PERSON - Shows the contact person of the partner
• CONTACT PERSON EMAIL - Displays the specified email address of the contact person of the partner. It can be displayed partly or truncated, if the email address in longer than the rendered column area.
• COMPANIES - Shows the numerical count of the total number of the associated companies linked with the partner
• RECENTLY ONBOARDED - Displays the date-time value of onboarding. Onboarding refers to the three steps required in SurgeONE.ai to set up firm details and access the SurgeONE.ai Dashboard
• LOGIN AS - Displays the eye icon to masquerade into the Fusion partner firm contact person account
• ACTIONS - Contains the row context menu options (Edit, More Info, Manage Partner Contacts and Associate Company)

3.3. Masquerading any Company / Firm Associated With Partner

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1. Click on the eye icon within the LOGIN AS column of the Partners tab.

Fig: 44 - LOGIN AS eye icon

2. The following Login As modal window loads.

Fig: 45 - Login As modal window

3. Choose appropriate associated company from the options of the Select the company you want to login as dropdown. The options populate this dropdown only when companies are already associated with this partner.

Fig: 46 - Expanded view of the associated companies of the specific partner

4. Click on the Continue button. The SurgeONE.ai master portal Partner Contact gets navigated to the SurgeONE.ai Dashboard view of the chosen company / firm.

Fig: 47 - Partner Contact user masqueraded into SurgeONE.ai Dashboard view of the chosen firm

5. The Partner Contact can logout of the company using the Logout option.

Fig: 48 - Logging out of masqueraded account

3.4. Using the ACTIONS Column Menu Options

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The following sub-sections elaborate on the functionalities associated with the four row-context menu options which are accessible via the vertical ellipsis icon of the ACTION column.

3.4.1. Editing a Partner

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1. Click on the vertical ellipsis icon within the ACTIONS column against a row-specific grid view entry of the Partners tab to load the context menu options. Click on the expanded Edit option.

Fig: 49 - Edit menu option

2. The following Edit Partner modal window loads. Make appropriate modifications of the partner person's details and click on the Save button.

Fig: 50 - Edit Partner modal view

3.4.2. Viewing Partner Information

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1. Click on the vertical ellipsis icon within the ACTIONS column against a row-specific grid view entry of the Partners tab to load the context menu options. Click on the expanded More Info option.

Fig: 51 - More Info menu option

2. The following Partner Info modal window loads.

Fig: 52 - Partner Info modal view

3. The following fields are displayed:
   • Name of the partner
   • Partner status
   • Onboarded On datetime value
   • Company Type
   • Number of Contact Persons within parenthesis
   • Contact Person details added such as the Primary Contact Person name and the Primary Contact Person Email ID
   • Names of the Companies associated with the partner and the total number of associated companies within parenthesis

3.4.3. Managing Partner Contacts

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1. Click on the vertical ellipsis icon within the ACTIONS column against a row-specific grid view entry of the Partners tab to load the context menu options. Click on the expanded Manage Partner Contacts option.

Fig: 53 - Manage Partner Contacts menu option

2. The following Enroll Partner Contacts modal window loads.

Fig: 54 - Enroll Partner Contacts modal view

3. The following functionalities are supported in this page:
   • Use the Add Contact button to create new Contact(s) manually
   • Search for Contacts
   • Use the row-context Edit menu option of the ACTION column to edit a Contact
   • Use the row-context Invite menu option of the ACTION column to invite a newly created Contact
   • Use the row-context Delete menu option of the ACTION column to delete a Contact
   • Cannot use the row-context Assign Role(s) menu option of the ACTION column to set roles to a Contact as it is currently disabled

3.4.3.1. Adding a Partner Contact

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1. Click on the Add Contact button to begin creating a new Contact. The following Create New Partner Contact modal window loads.

Fig: 55 - Create New Partner Contact modal view

The following fields are present:

1. First Name: Enter the first name of the Contact.
2. Middle Name: Enter the middle name of the Contact. This is an optional field.
3. Last Name: Enter the last name of the Contact.
4. City: Select the current city of the Contact.
5. Email ID: Enter the valid email address of the Contact. The invitation email will be sent at this address.
6. ZIP: Enter the valid zip code of the Contact address.


2. Enter the required details and click on the Save or Save & Send Activation Link button.

Fig: 56 - Saving Contact details

3. The Contact gets listed in the grid view of the Enroll Partner Contacts page.

Fig: 57 - New Contact populates the grid view

3.4.3.2. Searching for a Partner Contact

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Enter the name of the Contact based on which you want to execute the search operation. If matching user is found, it will populate the grid view.

Fig: 60 - Search bar

3.4.3.3. Editing a Partner Contact

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1. Click on the vertical ellipsis icon within the ACTIONS column against a row-specific grid view entry of the Enroll Partner Contacts page to load the context menu options. Click on the expanded Edit option.

Fig: 61 - Edit menu option

2. The following Edit Partner Contact modal window loads. Make appropriate modifications of the partner contact person's details.

Fig: 62 - Edit Partner Contact modal view

3. Click on the Save or Save & Send Activation Link button.

Fig: 63 - Saving changes

3.4.3.4. Inviting a Partner Contact

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1. Click on the vertical ellipsis icon within the ACTIONS column against a row-specific grid view entry of the Enroll Partner Contacts page to load the context menu options. Click on the expanded Invite option.

Fig: 64 - Invite menu option

2. After the invite mail gets triggered the label changes from Invite to Re-send Invite. It performs the same functionality of sending the invitation email.

Fig: 65 - Re-send Invite menu option

3.4.3.5. Deleting a Partner Contact

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Perform the following steps to delete a created Partner Contact.

1. Click on the row context Delete menu after clicking on the vertical ellipsis icon displayed under the ACTION column.

Fig: 66 - Delete menu option to remove the Partner Contact

2. After you click on it, the system will prompt a confirmation dialog box. Click on the Yes button to proceed to remove the Partner Contact.

Fig: 67 - Delete confirmation

3. The Partner Contact account gets removed from the Enroll Partner Contacts grid view.

Fig: 68 - Partner Contact account removed

3.4.3.6. Assigning Roles to a Partner Contact

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1. Currently, you cannot click on the row context Assign Role(s) menu after clicking on the vertical ellipsis icon displayed under the ACTION column as it is disabled.

Fig: 70 - Assign Role(s) menu option


3.5. Associating Companies

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1. In SurgeONE.ai master portal, you can click on the vertical ellipsis icon within the ACTIONS column against a row-specific grid view entry of the Partners tab to load the context menu options. Click on the expanded Associate Company option.

Fig: 71 - Associate Company menu option

2. The following Associate Company modal window loads. Make appropriate checkbox selections against the listed Companies. The Companies which are created get listed here. Click on the Save button once done.

Fig: 72 - Associate Company modal view

3. Get redirected to the Partners tab view. Notice that the numeric value displayed within the COMPANIES column gets updated as per the Associate Company selections made. Also, if you navigate to the Companies tab, the listed entries of the grid view get updated accordingly. Refer to the following image.

Fig: 73 - Associated Companies count view

NOTE: The Partner Contact can only remove any previously associated company. The Partner Contact cannot include associations with companies that have been removed (by self or any other permitted SurgeONE.ai user).

4. Use the Settings Menu

Partner Contact can use the left panel Settings menu to update the login password and enable or disable the multi factor authentication facility for secure login.

4.1. Navigating to SurgeONE.ai Master Portal Settings > Change Password

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Click on the Settings menu option to get redirected to the SurgeONE.ai Change Password page. Alternatively, if you are in another page under Settings, then click on the Change Password sub-menu option under it.

Fig: 74 - Change Password menu option

Here is the view of the loaded page.

Fig: 75 - Change Password page view

4.1.1. Changing Login Password

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You can update your login password here, which will be used to authenticate your user account in the SurgeONE.ai login page.

You can find that there are three fields labeled as Old Password, New Password and Confirm Password. Enter the existing password in the former, and the suitable / desired passwords which match with one another in the following two fields. There are certain conditions for the new password to be accepted by the system, as follows:

1. At least one lowercase letter
2. At least one uppercase letter
3. At least one number
4. At least one symbol. Supported symbols are ! (exclamation mark), @ (at the rate), # (hash), $ (dollar), % (percentage), ^ (exponent), & (ampersand), * (star/multiplication)
5. Minimum 8 characters password length

The Change Password button gets enabled after entering desired passwords. Click on it. The desired passwords must be valid and matching to proceed.

Fig: 76 - Saving new Password

After your desired password is set as the login password, a success notification gets prompted at the top to notify you about the password update.

Fig: 77 - Success notification prompted

4.2. Navigating to SurgeONE.ai Master Portal Settings > MFA Setup

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Let us assume that you have logged-in to SurgeONE.ai master portal as a Partner Contact. Click on the Settings menu option of the left-panel menu and then on the expanded menu option labeled as MFA Setup to navigate to the MFA Setup page. Here is the default view of the MFA Setup screen.

Fig: 84 - MFA Setup menu option

4.2.1. Toggling the MFA functionality of own Partner Contact Account

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1. The MFA Setup page displays the MFA Active/Inactive slider to toggle the MFA for own user account. Click on the slider to enable it. After the MFA Active/Inactive slider is enabled, then an EMAIL radio button gets displayed as selected against the Preferred MFA Type.

Fig: 85 - Own account MFA Active/Inactive slider view

2. Click on the Submit button. A success toast notification gets triggered and can be seen at the top.

Fig: 86 - Success notification on MFA setup for own user account

4.2.2. Logging into SurgeONE.ai with MFA

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1. Next time the Partner Contact (whose MFA is enabled) tries to login to SurgeONE.ai with valid login credentials, he / she will be redirected to the MFA verification page and prompt to provide an authentication passcode (unique 6 digit code). Here is the view of the login page. The user needs to enter the username and password in the respective fields and click on the Login button.

Fig: 87 - Entering own credentials in the login page to proceed to the MFA code input page when MFA is enabled

2. As the MFA is enabled, an email gets triggered. By default, you get redirected to the MFA verification page.

Fig: 88 - MFA verification page view

Here is the view of one such email:

Fig: 89 - Email triggered with unique code for login authentication

3. Enter the unique code in the Verification Code field of the MFA verification page. The Submit button gets activated after you enter the unique code. Click on it to login to SurgeONE.ai.

Fig: 90 - Submitting the received MFA code to login

5. Using the Top Right Panel

You can find there are multiple icons provided in the top right panel (to the right of the organization name).

Page Context Help

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The first one is the question mark icon. Click on it to load the page context help.

Notifications Panel

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Next to the question mark icon is the notifications icon.

User Profile Picture

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The third option is the Partner Contact profile picture preview and the logged-in username.

1. To set your own profile picture, click on the Partner Contact profile picture preview to load the Upload Profile Picture modal window.
2. Click on the Choose File button to browse and upload custom profile picture.
3. Click on the Upload button to set it as the profile picture.

Fig: 93 - User profile picture upload modal window

User Profile Menu

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Click on the down arrow icon beside the name to load the user account context menu.

1. About SurgeONE

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Click on the About SurgeONE menu option.

Fig: 94 - User menu expanded view showing the About SurgeONE menu option

The application debug and release versions can be seen. Click on cross icon to close this view.

Fig: 95 - SurgeONE.ai application debug and release versions displayed after clicking on the About SurgeONE menu option

2. Logout

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Click on the Logout option to terminate your logged in session and get redirected to the application login page. You need to login to re-access the application.

Fig: 96 - User menu expanded view showing the Logout button

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