Diving Deeper into TSW as a Security Manager

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