Admin Module Overview

Admin Module Overview

The Admin Module allows Organization Team Members to add additional Team Members, Locations, Incident Reporting Portal URL and Groups.

TABLE OF CONTENTS

• Introduction
• Team
• Locations
• Incident Reporting Portal
• Groups
• Trust Badges
• Employee Portal

Introduction

In the following video, take a look as a Customer Onboarding Specialist provides step-by-step instructions on how to log into the Guard as an Admin, Officer, or Location Manager. The Specialist explains where to find the login page, how to enter credentials, and the importance of adding Administrators first. Also mentioned is how to modify Locations and Groups, as well as how to invite new Team Members. Watch this video to ensure a smooth login process and effective management of your Team in The Guard.

Team

The Team in The Guard are the "Administrators" and "Officers" who have access to manage all of The Guard's Modules and Data. 

To add new Team Members:

1. Navigate to Admin > Team
2. Select Invite Team Member and fill in the Form that appears

Roles:

• Location Manager - The Location Admin - This individual has access to The Guard and can manage People and Data for a specific Location
• Organization Admin - An Administrator for the entire Organization - This individual has access to The Guard and can manage People and Data across all Locations
  
• Privacy Officer - Privacy Officer for the Organization
• Security Officer - Security Officer for the Organization
• Compliance Officer - Compliance Officer for the Organization

Locations

The Organization's Team can add additional Locations to The Guard

1. Navigate to Admin > Locations
2. Select Add Location and fill in the form

If there are issues adding Locations, contact Support or your Customer Success Manager to discuss.

Incident Reporting Portal

The Incident Reporting Portal allows the Organization's Team to generate a link for Employees to access and report an Incident. This link is generated per Organization and does not change, so it can be posted internally and retrieved, if needed.

The Incident Report Portal, once accessed, is a form to fill in and report an Incident:

Groups

The Organization's Team can manage Groups here to assist with tagging across your Organization.

1. Navigate to Admin > Groups
2. Select Create Group, then fill out the form to create your Group(s):

An Employee can be added to the new Group when Creating or Editing the Group from the Admin area. Employees can also be added to Groups via the People module.

1. Navigate to People
2. Select the individual needing to be added to a Group
3. Select Options in the top-right, then select Edit Profile from the drop-down
4. Add the needed Groups in the Groups field, then Save

Trust Badges

Trust Badges can be accessed and the code snippet copied for display on the Organization's website. The Trust Badges are accessible via the Admin Module following the first 24-hours after Org creation in The Guard. Please be patient after getting started and this will appear within the first 24-hours of getting started. 

Only relevant Trust Badges will be displayed. If an Organization is NOT using SOC2 or OSHA content within The Guard, then these Trust Badges will not be displayed or accessible. Please speak with your Customer Success Manager (CSM) for additional details regarding additional Standards available. 

Employee Portal

Admins and Officers for an Organization may Enable / Disable One-Time Passcode (OTP) for Employee Portals in the Admin Module. This is done at the ORG level and cannot be done on an individual basis. 

• Enabled (Checked): Employees will have to enter a One-Time Passcode sent to their Email in order to access their Employee Portal
• Disabled (Unchecked): Employees will be able to access their Employee Portals without entering a One-Time Passcode each time

Note (for Admins/Officers): Admins and Officers may access an Employee's Portal with OTP Enabled, without having to enter the OTP. To do so, simply view the Employee Portal from the People Module. See - People - Employee Portal