Sign In Compliance

Peter Akeley

These articles will help you have a deeper understanding on how to use TSW.

Diving Deeper into TSW as a Security Manager

When using the filter tool the search criteria will remain when changing from page to page.

What are Sticky Filters?

How can I reactivate a users account?

Reviewers can be applied to Incidents, VARs, and Foreign Travel.

What is the purpose of a reviewer? How do I assign a reviewer to an item?

Not ready to delete the user from your account? No worries, we allow you to deactivate their account.

How do I deactivate a users account?

How to change an existing users information in TSW

How do I update an Employees Profile as a Security Manager?

When do employees receive emails from ThreatSwitch?

When do employees receive an email notification?

Create custom tags to categorize, organize and report on your cleared personnel.

What are Tags? How can I create them in ThreatSwitch?

How do I assign a tag to a user?

Is there a way to report on who has been assigned a tag?

Add or update a users profile picture by following these simple steps.

As a Security Manager, how do I add a Profile Picture to an account?

How do I make a document visible to employees?

How do I make a company or industry standard document available to employees?

Using ThreatSwitch Basics

What are Badges? What are the importance of Badges? And how to utilize them in TSW?

What is the process of adding Badges in TSW?

Badges

This article highlights what CE is and how you can use this feature in TSW.

What is Continuous Evaluation? How do I mark someone as Continuous Evaluation?

What are the steps to assign a contract to an employee?

How do I add a Contract and assign it to a cleared personnel?

What is the Comment Section in an Employee's Profile user for?

Who can see the comments you left on the report an employee submitted?

Are comments private or viewable by all?

PERSEC and Contracts

How do I review and edit a Visit Request an Employee has submitted?

Submit a Visit Access Request for an employee.

How do I submit a VAR on behalf of an Employee?

Visit Requests

Configure custom workflows for powerful automation

Creating an action request template

What are Action Requests and how can I utilize them in ThreatSwitch?

Action Requests

As a Security Manager I would like to submit a travel report on behalf of an employee, how do I do this?

How to submit a Travel Request on behalf of an Employee?

TSW allows for you to associate briefings, questionnaires and other forms to be completed by employees when they submit a pre-travel report.

Can I include travel forms for employees to sign during the Foreign Travel process?

Foreign Travel

Tracking classified asset transfers and generating receipts

Transfer Receipts

How do I add an Asset?

The benefits for managing Containers and Assets in ThreatSwitch.

How do I use containers?

Follow these simple steps to add containers to your ThreatSwitch account.

How do I add a Container(s) to ThreatSwitch?

Assets, Classified Documents, and Containers

Adding multiple facilities to TSW is an easy task when following these steps!

How do I add Facilities to TSW?

What if an employee is associated with multiple facilities? Can we assign multiple cage codes to an employees profile?

How can I assign multiple Cage Codes to an Employee?

This article outlines how to update the facilities an employee is associated with

How do I remove a Cage Code from an Employees profile?

Facilities and Cage Codes

Need more examples of what forms you can utilize in ThreatSwitch? Look no further, below are the most common forms used in ThreatSwitch!

Getting the most out of the Forms Tool

The process of creating, assigning and monitoring forms to employees.

How to use the Forms Tool

'Tags' allow you to group similar Forms together to quickly organize, identify and update.

How to organize and group similar Forms together?

How do I assign a form to multiple associates at once?

Digital Forms

Create Custom Roles to help manage your Security Program

What are Custom Roles? How can I create one?

Administrators, Security Managers, Assistant Security Managers & Employees

Overview of Standard Permissions

This article outlines how to update the role from Security Manager to Administrator or from Employee to Security Manager.

How do I update the permissions or 'role' for an employee?

Permissions and Custom Roles

All you need to know as a security manager or administrator about creating, assigning, and tracking training.

Overview of the ThreatSwitch Training Hub

This article highlights facts and provides a few tips on how to utilize the training feature in ThreatSwitch.