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Configuring Global Account Settings
Go to Basic Configuration > Data Guardians to configure global settings...
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Adding, Editing and Deleting a Data Guardian
Go to Basic Configuration > Data Guardians and follow the steps below t...
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Managing Data Guardians
A Data Guardian is an email address to which transcripts of administrator ...
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Step 3: Set Up Data Guardians and Privileged Users
During the automated onboarding process, you'll be prompted to set up...
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Step 2: Import Existing Emails
After successfully completing the automated onboarding process, all new em...
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Step 1: Log In to Begin Automated Onboarding
As a Customer Admin, you will receive an email inviting you to begin the o...