FAQ
Common questions across setup, reporting, sharing, and trust workflows.
Getting started
What should I do first after sign-in?
Complete Profile Setup, then create your first entity using Entity Setup.
How quickly can I complete first value?
Most teams can complete Quickstart in one focused session.
Reporting
Which report type should I start with?
Start with an operating summary, then add performance and trust reports as your cadence matures. See Entity Reporting.
How often should we report?
Weekly for tactical operations, monthly for management review, quarterly for strategic/external reporting.
Sharing and security
Should I share reports through broad links?
Prefer scoped recipient access and time-bound sharing for external parties.
How do we reduce risk in sharing workflows?
Use role-based permissions, review access regularly, and test revocation paths. See Security.
Analytics and reputation
Where should we focus first in analytics?
Start with cadence reliability and report completeness, then move into deeper trend analysis.
How do we improve reputation over time?
Be consistent on reporting cadence, resolve exceptions quickly, and use controlled sharing patterns. See Reputation.
Validation checklist
- Team can answer first-step and report-cadence questions
- Team knows where sharing/security guidance lives
- Team can explain how analytics and reputation connect