Onboarding > Set Password

This online help page is dedicated to the SurgeONE.ai Set Password screen and its associated functionalities. This is applicable after the admin user has created a company and invited its user(s).

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Onboarding > Setting up your Firm / Organization

This online help page is dedicated to the SurgeONE.ai Business Details, Enroll Users and Data Integration screens and their associated functionalities. These are the three stages of getting started with your Firm or Organization.

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Dashboard

This online help page is for the SurgeONE.ai Dashboard, which offers data visualization with real-time analytics and facilitates better decision making with the drilldown of organizational audits, attestations and code of ethics.

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Audits

This online help page consolidates all the SurgeONE.ai Audits screen related functionalities. Experience hassle-free, comprehensive audits, saving you time and ensuring accuracy.

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Attestations

This online help page consolidates all the SurgeONE.ai Attestations screen related functionalities. Simplify the attestation process and effortlessly gain real-time insights into your compliance status.

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Code of Ethics

This online help page consolidates all the SurgeONE.ai Code of Ethics screen related functionalities. Get to know about making entries and defining rules related to activities that can come under the regulatory compliance umbrella.

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Vendor Management

This online help page provides an overview on the various features which are associated with vendor management in the SurgeONE platform.

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Reports

This online help page is related to the SurgeONE.ai Reports page and its associated functionalities. Various reports are provided in relation to the associated modules of the SurgeONE platform.

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Policies and Procedures

Get to know how SSO switching into Policies and Procedures occurs from SurgeONE.ai. Advanced AI technology and human knowledge are combined in Policies and Procedures to provide transparent, safe, and ethical regulatory management.

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Integration Platform

Learn how SSO happens when moving from SurgeONE.ai to Integration Platform. The Integration Platform platform's sophisticated data synchronization features allow it to seamlessly integrate multiple applications, improving connectivity.

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Settings > Business Detail - Organizations List

This online help page consolidates all the SurgeONE.ai Organizations List screen related functionalities. Learn how to edit the parent organization, add sub-firms and manage the users.

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Settings > MFA Setup

This help page describes the Multi-Factor Authentication (MFA) setup for the SurgeONE.ai portal, which enhances security for your account and those of your direct subordinates.

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Settings > Organization Hierarchy

Get to know via this online help how to view the entire hierarchical representation of your company (and its corporate associations) based on the structural configuration of the parent organization and its sub firm(s).

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Settings > Roles

Get to know how to use this page to create, edit, view or clone the various roles of the users of your organization.

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Settings > Change Password

Understand how to update your login password. Both SurgeONE.ai users and external users can access this page.

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Settings > Mail Templates

Understand how to create, edit and reset email templates.

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Settings > Template Library

Understand how to create or import new custom templates which can be later used to create or edit audits, attestations and vendor assessments.

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Settings > Customize Menu

Get to know how to modify the menu labels, toggle menu items visibility and set a different landing page on application login.

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Settings > Manage Object

Learn how to manage the objects, system attributes and forms in SurgeONE.ai.

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Settings > Lexicons

Learn how to manage the restricted keywords or lexicons for Marketing Review and E-Comms Surveillance modules in SurgeONE.ai.

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Cyber Compliance > Device Statistics

The Cyber Compliance - Device Statistics screen offers a dashboard view and lists the user device details offering in-depth analysis of real-time security posture.

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Cyber Compliance > Incident Management

This screen is powered by an advanced AI-driven feature which lists and scores cyber incidents dynamically in this page. Once an incident is analyzed, the AI offers a comprehensive report.

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Cyber Compliance > Cyber Services

The Cyber Services screen offers a dashboard view and lists the devices and mobiles as set up by your organization in the system.

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Marketing Review

The Marketing Review page showing the list of all documents used for marketing purposes which are either uploaded for review or the review is in remediation stage or is completed.

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E-Comms Surveillance

The E-Comms Surveillance page displays the list of all email related entries in real time, for flagging risky or non-compliant language in the email threads.

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Admin

This online help page is useful for the SurgeONE.ai Master Portal Admins. The admins can create companies and partners in SurgeONE.ai, as well as create and invite company user(s) and partner contacts.

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Partner Contacts

This online help page is dedicated to the SurgeONE.ai Master Portal and its associated functionalities for the Partner Contacts.

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My VDD

The Vendors created for your organization in the SurgeONE.ai application can access only this module when vendor assessment is assigned to them.

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