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Diving Deeper into TSW as a Security Manager
Diving Deeper into TSW as a Security Manager
These articles will help you have a deeper understanding on how to use TSW.
38 articles in this collection
Written by
Pete Akeley
Using ThreatSwitch Basics
What are Sticky Filters?
When using the filter tool the search criteria will remain when changing from page to page.
Written by
Pete Akeley
Updated over a week ago
How can I reactivate a users account?
Written by
Pete Akeley
Updated over a week ago
What is the purpose of a reviewer? How do I assign a reviewer to an item?
Reviewers can be applied to Incidents, VARs, and Foreign Travel.
Written by
Pete Akeley
Updated over a week ago
How do I deactivate a users account?
Not ready to delete the user from your account? No worries, we allow you to deactivate their account.
Written by
Pete Akeley
Updated over a week ago
How do I update an Employees Profile as a Security Manager?
How to change an existing users information in TSW
Written by
Pete Akeley
Updated over a week ago
When do employees receive an email notification?
When do employees receive emails from ThreatSwitch?
Written by
Pete Akeley
Updated over a week ago
What are Tags? How can I create them in ThreatSwitch?
Create custom tags to categorize, organize and report on your cleared personnel.
Written by
Pete Akeley
Updated over a week ago
How do I assign a tag to a user?
Written by
Pete Akeley
Updated over a week ago
Is there a way to report on who has been assigned a tag?
Written by
Pete Akeley
Updated over a week ago
As a Security Manager, how do I add a Profile Picture to an account?
Add or update a users profile picture by following these simple steps.
Written by
Pete Akeley
Updated over a week ago
How do I make a company or industry standard document available to employees?
How do I make a document visible to employees?
Written by
Pete Akeley
Updated over a week ago
Badges
What is the process of adding Badges in TSW?
What are Badges? What are the importance of Badges? And how to utilize them in TSW?
Written by
Pete Akeley
Updated over a week ago
PERSEC and Contracts
What is Continuous Evaluation? How do I mark someone as Continuous Evaluation?
This article highlights what CE is and how you can use this feature in TSW.
Written by
Pete Akeley
Updated over a week ago
How do I add a Contract and assign it to a cleared personnel?
What are the steps to assign a contract to an employee?
Written by
Pete Akeley
Updated over a week ago
What is the Comment Section in an Employee's Profile user for?
Written by
Pete Akeley
Updated over a week ago
Are comments private or viewable by all?
Who can see the comments you left on the report an employee submitted?
Written by
Pete Akeley
Updated over a week ago
Visit Requests
How do I review and edit a Visit Request an Employee has submitted?
How to update an Employee submitted VAR
Written by
Pete Akeley
Updated over a week ago
How do I submit a VAR on behalf of an Employee?
Submit a Visit Access Request for an employee.
Written by
Pete Akeley
Updated over a week ago
Action Requests
Creating an action request template
Configure custom workflows for powerful automation
Written by
Pete Akeley
Updated over a week ago
What are Action Requests and how can I utilize them in ThreatSwitch?
Get Started Creating Custom Workfllows
Written by
Pete Akeley
Updated over a week ago
Foreign Travel
How to submit a Travel Request on behalf of an Employee?
As a Security Manager I would like to submit a travel report on behalf of an employee, how do I do this?
Written by
Pete Akeley
Updated over a week ago
Can I include travel forms for employees to sign during the Foreign Travel process?
TSW allows for you to associate briefings, questionnaires and other forms to be completed by employees when they submit a pre-travel report.
Written by
Pete Akeley
Updated over a week ago
Assets, Classified Documents, and Containers
Transfer Receipts
Tracking classified asset transfers and generating receipts
Written by
Pete Akeley
Updated over a week ago
How do I add an Asset?
Written by
Pete Akeley
Updated over a week ago
How do I use containers?
The benefits for managing Containers and Assets in ThreatSwitch.
Written by
Pete Akeley
Updated over a week ago
How do I add a Container(s) to ThreatSwitch?
Follow these simple steps to add containers to your ThreatSwitch account.
Written by
Pete Akeley
Updated over a week ago
Facilities and Cage Codes
How do I add Facilities to TSW?
Adding multiple facilities to TSW is an easy task when following these steps!
Written by
Pete Akeley
Updated over a week ago
How can I assign multiple Cage Codes to an Employee?
What if an employee is associated with multiple facilities? Can we assign multiple cage codes to an employees profile?
Written by
Pete Akeley
Updated over a week ago
How do I remove a Cage Code from an Employees profile?
This article outlines how to update the facilities an employee is associated with
Written by
Pete Akeley
Updated over a week ago
Digital Forms
Getting the most out of the Forms Tool
Need more examples of what forms you can utilize in ThreatSwitch? Look no further, below are the most common forms used in ThreatSwitch!
Written by
Pete Akeley
Updated over a week ago
How to use the Forms Tool
The process of creating, assigning and monitoring forms to employees.
Written by
Pete Akeley
Updated over a week ago
How to organize and group similar Forms together?
'Tags' allow you to group similar Forms together to quickly organize, identify and update.
Written by
Pete Akeley
Updated over a week ago
How do I assign a form to multiple associates at once?
Written by
Pete Akeley
Updated over a week ago
Permissions and Custom Roles
What are Custom Roles? How can I create one?
Create Custom Roles to help manage your Security Program
Written by
Pete Akeley
Updated over a week ago
Overview of Standard Permissions
Administrators, Security Managers, Assistant Security Managers & Employees
Written by
Pete Akeley
Updated over a week ago
How do I update the permissions or 'role' for an employee?
This article outlines how to update the role from Security Manager to Administrator or from Employee to Security Manager.
Written by
Pete Akeley
Updated over a week ago
Training
Overview of the ThreatSwitch Training Hub
All you need to know as a security manager or administrator about creating, assigning, and tracking training.
Written by
Pete Akeley
Updated over a week ago
Tips & Tricks for using the Training feature
This article highlights facts and provides a few tips on how to utilize the training feature in ThreatSwitch.
Written by
Pete Akeley
Updated over a week ago