Onboarding > Set Password

This online help page is dedicated to the SurgeONE.ai Set Password screen and its associated functionalities. This is applicable after the admin user has created a company and invited its user(s).

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Onboarding > Setting up your Firm / Organization

This online help page is dedicated to the SurgeONE.ai Business Details, Enroll Users and Data Integration screens and their associated functionalities. These are the three stages of getting started with your Firm or Organization.

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Unified Dashboard

Provides a centralized view of compliance data, task progress, and user actions across modules. It eliminates silos, improves clarity, and enables quick identification, monitoring, and decision-making.

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AP Dashboard

The AP Dashboard page provides a unified view of submission activity, allowing users to easily track progress, identify delays, and focus on pending items from a single screen.

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My Items

The My Items page functions as a personal control center, giving users a consolidated snapshot of their tasks actions, and responsibilities. Rather than depending on notifications or email reminders, this hub provides a single, organized view of all to-do items

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Form

A centralized interface for managing business forms. Users can create, submit, and review forms, with approval or rejection based on permissions.

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Onboarding Packages

Provides a structured way to group multiple forms into reusable bundles for targeted employees. With built-in deadline management and progress tracking, it standardizes onboarding workflows.

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Onboarding Items

Serves as a flexible space where essential elements of the onboarding process come together. It provides visibility into employee onboarding activities, allowing users to navigate and manage it efficiently.

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Certification Packages

The Certification Packages page is designed to provide an organized interface for managing packages. It includes various elements that support navigation, viewing, and performing actions efficiently.

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Certification Items

The Certification Items page acts as the central hub for all employee certification activities within the SurgeONE system. From this single interface, users can work on assigned certification items.

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Audits

This online help page consolidates all the SurgeONE.ai Audits screen related functionalities. Experience hassle-free, comprehensive audits, saving you time and ensuring accuracy.

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Attestations

This online help page consolidates all the SurgeONE.ai Attestations screen related functionalities. Simplify the attestation process and effortlessly gain real-time insights into your compliance status.

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Code of Ethics

This online help page consolidates all the SurgeONE.ai Code of Ethics screen related functionalities. Get to know about making entries and defining rules related to activities that can come under the regulatory compliance umbrella.

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Vendor Management

This online help page provides an overview on the various features which are associated with vendor management in the SurgeONE platform.

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Reports

This online help page is related to the SurgeONE.ai Reports page and its associated functionalities. Various reports are provided in relation to the associated modules of the SurgeONE platform.

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Policies and Procedures

Get to know how SSO switching into Policies and Procedures occurs from SurgeONE.ai. Advanced AI technology and human knowledge are combined in Policies and Procedures to provide transparent, safe, and ethical regulatory management.

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Integration Platform

Learn how SSO happens when moving from SurgeONE.ai to Integration Platform. The Integration Platform platform's sophisticated data synchronization features allow it to seamlessly integrate multiple applications, improving connectivity.

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Cyber Compliance > Device Statistics

The Cyber Compliance - Device Statistics screen offers a dashboard view and lists the user device details offering in-depth analysis of real-time security posture.

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Cyber Compliance > Incident Management

This screen is powered by an advanced AI-driven feature which lists and scores cyber incidents dynamically in this page. Once an incident is analyzed, the AI offers a comprehensive report.

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Cyber Compliance > Cyber Services

The Cyber Services screen offers a dashboard view and lists the devices and mobiles as set up by your organization in the system.

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Cyber Compliance > App Statistics

Real-time dashboard ensuring analytics and audit readiness for app security and compliance with app usage trends, vendor insights, and exportable records.

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Cyber Compliance > Security Awareness

This page helps you gain centralized visibility into phishing simulations and training progress with KnowBe4 historical data.

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My Docs

The My Docs page with built‑in version control, folder management, search, and audit tracking acts as a personal document repository available to all users.

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Marketing Review

The Marketing Review page showing the list of all documents used for marketing purposes which are either uploaded for review or the review is in remediation stage or is completed.

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E-Comms Surveillance

The E-Comms Surveillance page displays the list of all email related entries in real time, for flagging risky or non-compliant language in the email threads.

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Settings > Users Pool

The Users Pool interface is composed of several key components that collectively support users pool management. Having approver, reviewer and filer pools comprised of selected users ensures a structured, secure, and efficient forms workflow.

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Settings > Forms Library (Manage Forms)

Forms Library is a flexible engine for creating, cloning, publishing and customizing forms with dynamic logic, ensuring compliance and workflow management with your business rules for form, onboarding and certifications management.

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Settings > Data Integration

The page acts as a dashboard for integration and security services, showing available tools like Belarc (IT asset management), KiteCyber (cybersecurity), and SurgeONE (mobile security).

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Settings > Lexicons

Learn how to manage the restricted keywords or lexicons for Marketing Review and E-Comms Surveillance modules in SurgeONE.ai.

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Settings > Business Detail

This online help page consolidates all the SurgeONE.ai Organizations List screen related functionalities. Learn how to edit the parent organization, add sub-firms and manage the users.

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Settings > MFA Setup

This help page describes the Multi-Factor Authentication (MFA) setup for the SurgeONE.ai portal, which enhances security for your account and those of your direct subordinates.

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Settings > Organization Hierarchy

Get to know via this online help how to view the entire hierarchical representation of your company (and its corporate associations) based on the structural configuration of the parent organization and its sub firm(s).

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Settings > Roles

Get to know how to use this page to create, edit, view or clone the various roles of the users of your organization.

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Settings > Change Password

Understand how to update your login password. Both SurgeONE.ai users and external users can access this page.

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Settings > Mail Templates

Understand how to create, edit and reset email templates.

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Settings > Template Library

Understand how to create or import new custom templates which can be later used to create or edit audits, attestations and vendor assessments.

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Settings > Customize Menu

Get to know how to modify the menu labels, toggle menu items visibility and set a different landing page on application login.

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Settings > Manage Object

Learn how to manage the objects, system attributes and forms in SurgeONE.ai.

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Admin

This online help page is useful for the SurgeONE.ai Master Portal Admins. The admins can create companies and partners in SurgeONE.ai, as well as create and invite company user(s) and partner contacts.

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Partner Contacts

This online help page is dedicated to the SurgeONE.ai Master Portal and its associated functionalities for the Partner Contacts.

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My VDD

The Vendors created for your organization in the SurgeONE.ai application can access only this module when vendor assessment is assigned to them.

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