Risk Management Platform Ideas

Currently the QL grid can only be sorted or searched by the Name column. Suggest to: Allow sorting by any column Allow searching by any column (Advanced Search?)

Please add a group column to the Clients page when clients are searched across all groups. It is frustrating to be able to find a client and then not be able to find what group they belong to without a repetitive search in each vertical. Alternati...

Add an option to Advanced Search on the Manage Clients page to filter the client list by assigned permission template. This will be useful in helping admins manage permissions of their clients

Add an option to report on all verticals in the Document Direct Utilization & History reports

There is no warning when purchasing a video to view through the Library that the session will not be recorded. There is also no indication of what "Watch" means; whether that is a single play-through in a single or multiple sessions, or multiple p...

Suggest to add an option to import or bulk assign clients to group users / group users to clients

Duplicate the functionality of the client account email log in the partner administration site, ideally in the Reports menu. Primary reason is to provide insight into claims reporting email status in cases where our emails are being rejected or ha...

Setup : Content : Search : Controls You are able to archive documents when navigating to them directly, but are unable to archive them from search results.

Create an error message / background color / tooltip, or other notification within the client when a saved email address is present in the opt-out list. Alternatively / additionally, create a list of opted-out email addresses that are used in the ...

Company contact setting be site-specific: