Platform home page layout

Quickly switch between the Diligent One applications available to you. You can:

• Search for an application by name.

• Select an application from the list.

• Add an application to My Favorites for quick access. For more information, see Add your favorite apps.

• Rearrange your favorite applications.

Access Diligent One resources and support options.

• Documentation Access the Diligent One Platform Help Center.

• Academy Access our online training resource center.

• Product updates View the latest features and enhancements in Diligent One Platform apps.

• Keyboard shortcuts View a list of keyboard shortcuts available in the current app.

• Marketplace Access the toolkits. A toolkit is a curated set of tools aimed at addressing one area of risk or compliance. For example, a toolkit might include a set of data analytics, a risk control framework, and a best practices program.

• Support Get access to the Diligent Support portal.

• Status Access the System status dashboard.

Use it to access organization-level settings.

• Users Manage users, assigned subscriptions, and assets roles (if applicable).

• Groups Assign the same level of access to multiple users simultaneously.

• Organization View the number of subscriptions that have been assigned and see when the number of assigned subscriptions exceeds the number of subscription entitlements.

• Security settings Configure the security settings of your organization.

• Notification settings Manage email notifications in Diligent One Platform.

• Activity logs Track changes related to your company and users.

• Activations Manage Analytics and Analytics Exchange activations for users.

• Configuration Configure the elements used in Asset Manager, Asset Inventory, and Risk Manager apps, such as asset types, attribute types, workflows, events, and handlers.

• App Switcher Quickly switch between Diligent One apps and instances. For help switching between apps, see Switching between apps. For help switching between instances, see Switching between Diligent One organizations.
• Home - Returns you to the home page from other apps.
• Access the various apps in Diligent One by category. For help switching between apps, also see Switching between apps.

• Your organization's name Switch between multiple organizations by selecting the organization name.
• Help menu button View Help docs or contact Support to report an issue.
• Profile menu button Access Profile and Profile Settings. From Profile, you can update your Diligent One profile or log out of the platform. From Profile Settings, you can turn on or off email notifications received in Strategy, Projects, Results, and Robots.
• Keyboard shortcuts View a list of keyboard shortcuts available in the current app.

This menu is available only for administrators. Through this menu, you can manage the following:

• Users Manage users, assigned subscriptions, and assets roles (if applicable).

• Groups Assign the same level of access to multiple users simultaneously.

• Organization View the number of subscriptions that have been assigned and see when the number of assigned subscriptions exceeds the number of subscription entitlements.

• Security settings Configure the security settings of your organization.

• Activity Logs Track changes related to your company and users.

• Activations Manage Analytics and Analytics Exchange activations for users.

• Configuration Configure the elements used in Asset Manager, Asset Inventory, and Risk Manager apps, such as asset types, attribute types, workflows, events, and handlers.

• Org Structure An administrative and reporting tool to create structured units within organizations and produce reports from organizational unit activities.