Organization Details

Points of Contact — A Point of Contact represents a person involved with an Organization. Point of Contacts can be tracked and assigned to various things in the Platform

• Add a Point of Contact without an Account — A user can add Points of Contact to an Organization. The provided email can be used in the Continuous Compliance cycle.
• Add a Point of Contact with a User Account — A User can add a Point of Contact to an Organization. A new Point of Contact has the option to be made along with a User Account attached.

Role Management — A role details what permissions certain users have. They can be edited to include or exclude certain resources. A preview function exists while editing.

• Create a Role — Roles can be created with a Role Template or from scratch with a Role Type selected as a baseline.
• Add or Remove Permissions from a Role — Roles permissions are broken down to specific resources, where the abilities to Create, Read, Update, and Delete these resources are individually changed. Not all resources have all four options.
• Role Types — Role Types serve as a baseline for newly created roles. They have preset permissions that roughly correspond to what a user with that role would need. There are three main types.
• Preview A Role — Before implementing a Role within an organization, a User can preview what this Role would have access to.

Security Dashboard

• Security Dashboard Information

Departments — An Organization can have groups of Users under one Department. These Departments can have Findings assigned to them.

• Create a Department
• Add Team Members to Departments

Automations — Use Automations to perform functions inside of the Rivial Platform and interact with external tools

• Automation Triggers — Use the different trigger types to better fit the automations purpose.
• Automations Conditions — Set up custom conditions for the different trigger types when creating an automation to better fit the automations role.
• Automation Steps — Run one or more Automation Steps such as sending notifications, generating reports, or dispatching changes
• Automation Examples
• Jobs
• Automation Smart Values — Smart Values allow you to pass data dynamically between different parts of an Automation

Email Templates — Configure Email Templates to be used with Automations and Continuous Compliance

• How To Create An Email Template — Create an Email Template for an Automation; A user may fully create and customize an Email Template that is used to notify users of specific criteria.

Custom Queries

• How to Create a Custom Query — Custom queries are used to retrieve and format data from the platform to be used in widgets, emails, reports and for exports. You can create and edit custom queries by using the custom query builder.