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Written by Sara Nothdurft

Setting Up Your Workflow's Home Page in Confide

Confide makes it easy to empower your organization to take actions and make reports within the company's policies, Here's how:

1. Customize your Home Page: On the left-hand sidebar of the Confide platform, click the arrow next to Workflow Settings. Click Home Page.

Banner & Logo Upload


Personalize your Confide program with your company logo and a custom banner. Each Channel has its own unique Home Page, giving you the option to more easily differentiate each Channel with custom visuals.

  1. Enter Editing Mode. Click Edit located at the upper right corner of Banner & Logo.
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  2. Upload Banner Image. Click 'Upload Image'.
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    You may choose between:
    a.) Default Banner
    b.) Translated Banner - This banner will appear depending on which Language setting the user has selected.
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  3. Upload Logo Image. Click 'Upload Logo'.
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    You may choose between:
    a.) Circular Logo
    b.) Rectangular Logo
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    When in Editing Mode, at the upper left of Banner & Logo is a toggle called Hide Logo. When toggled, the platform will retain the file of your uploaded logo but it will not appear in the Home Page, offering more visibility for your Banner.
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  4. Confirm Submissions. Click Save at the upper left corner to reflect changes or Cancel to remove them.
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Policy Upload


Each unique Home Page can showcase different text information on the left side of the page. This space may be dedicated to Company Policies pertinent to the specific Channel.

  1. Enter Editing Mode. Click Edit located to the right of Program Tabs.
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  2. Create a Section. Click +Add New Section to create a tab.
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    Input the Section Title in the short text box. You have the option of using only one tab for the entire Policy, or setting up multiple tabs for different sections.
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  3. Input your Policy. Simply copy paste or type directly into the text box in your desired section. Various formatting options are available including:
    - Bold, Underline, and Italic text
    - Bullet lists and Numbered lists
    - Hyperlinking to external links
    - Text size (Small, Normal, Medium, Large)
    - Headers from 1 until 6
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  4. Save and Get Feedback (Comments). Once you're happy with your policy, click Save.
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    It is a good idea to get your policy reviewed by stakeholders. Members of your team can provide comments by selecting "Add Comment" and highlighting the information they wish to provide comments on.
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    By selecting the @ symbol and typing in a users name they will be tagged for easy visibility. We recommend sharing it with your legal, risk, compliance, and audit teams, and even your Board or Governance committees for approval.
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Customize Report Widget


Each Home Page has a widget on the upper right where users may Login or Submit a Report. While it retains Confide's colors, its text is customizable.

  1. Enter Editing Mode. Click Edit at the upper right.
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  2. Customize Heading. Input text a maximum of 65 characters.

  3. Customize Sub-Heading. Input text a maximum of 80 characters.
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  4. Confirm Input. Click Save at the upper right corner to reflect changes or Cancel to remove them.
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Set Up Automated Response


Maintain a sense of momentum by setting up automated responses to user reports and approval requests. Each Channel's Home Page may have its own unique Automated Response.

  1. Activate Automated Response. Toggle the option beneath Message Template to begin drafting.
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  2. Enter Editing Mode. Click Edit next to Message Template. An editor will appear, allowing you to craft the default message users will receive after submitting to a Channel.
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  3. Draft Your Auto Response. Ensure your message is clear, reassuring, and confirms the receipt of their action. If the process has a next step (i.e. being contacted by an official), you may indicate a time range for when they may expect it to begin.
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  4. Confirm Input. Click "Create" at the lower right corner to reflect changes or Cancel to remove them.
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Dissemination


Once you are satisfied with your Home Page, you are free to roll it out. We encourage running a quick seminar to teach your employees how to use the Confide Platform.

  1. Share a Home Page. Click the small Copy Icon beside the Program URL on the right. Doing so will give you a direct link.
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  2. Generate a QR Code. Click the button directly under the Program URL. It will generate a QR Code that can either be downloaded as a png or copy pasted directly.
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