Settings

Outcomes

• Settings: Outcomes

Sandbox Values

• Denials and Reviews in the Sandbox (Sandbox Personas)

Searches

• What is a Universal Search?
• Audit Actions

Final Outcomes

• What are Final Outcomes?
• Final Outcomes List Import

Allowlist & Denylist

• CSV List Import for Allowlist and Denylist
• Allowlist and Denylist

Agents, Roles & Permissions

• How to limit dashboard access based on IP addresses
• Agents Settings
• Agent Permissions: SSN
• How to Add Agents to the Dashboard
• Assigning Agents to a Role
• Creating and Managing Role-Based Permissions

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