Get Started

Welcome to the Onboarding and Getting Started Guide for Revilo. Here, you will find comprehensive answers to your questions, step-by-step instructions, and valuable tips to ensure a smooth and successful start.

At Revilo, we understand that getting started is an exciting and crucial phase. We are committed to providing you with all the information and guidance you need to leverage our service effectively. By following this guide, you'll quickly grasp the features and functionalities at your disposal, enabling you to make the most of Revilo.

Please reach out to our customer success team if you don't find answers to your questions on this page.
You can use the contact page or feel free to send us an email: customersuccess@revilo.app

Onboarding

Finish setting up your profile

Your profile details will be visible for your team in Revilo, but also for the potential whistleblowers on the company portal where reports are created.

So make sure the profile appears proffesional with correct details and a profile picture.

  1. Sign in to access the dashboard
  2. Click your profile name in the upper right corner and select settings
  3. Fill in all the details and upload a profile picture
Verify your email

In order to make sure you have the correct email, we need to make sure it works.

You will not have full functionality in Revilo before you have completed this step!

  1. Sign in to access the dashboard
  2. Click your profile name in the upper right corner and select settings
  3. Find the card that says "Verify account" and click the VERIFY button.
  4. Open your email client and find the verification email from Revilo
  5. Click the link in the email to verify your account
Finish setting up your company profile

Your company details will be visible for the potential whistleblowers on the company portal where reports are created.

So make sure the company profile appears proffesional with correct details and a logo that the reporters can recognize.

You should provide links to your company homepage and the company whistleblower policy.

  1. Sign in to access the dashboard
  2. Click on Settings under COMPANY in the left menu or hamburger menu if accessed by mobile unit.
  3. Fill in all the details and upload a logo
  4. Upload any files that are relevant for sharing with the potential whistleblowers
Invite Team members to join your team on Revilo

Whistleblower cases should be seen by more than one person on your team.

This ensures credibility with the whistleblowers that one person can not withhold reports from the company.

Persons on the team should be trusted members that can keep secrets and have a strong integrity.

Only admins can invite new team members.

A warning is shown to the potential whistleblowers on the company portal if the team is not minimum 2 persons.

  1. Sign in to access the dashboard
  2. Click on Team under COMPANY in the left menu or hamburger menu if accessed by mobile unit.
  3. Find the card that says "Team Invite", fill in the email address on the person that should be invited. and click the VERIFY button.
  4. Consider if the person should have admin rights and be able to invite and delete team members, change company settings and manage reports.
  5. Click the INVITE button to send the email to the person
  6. Pending invites can be seen in the table on the Team page
  7. Pending invites expires in 7 days
  8. Expired invites can be renewed from the actions in the table
  9. Pending invites can be deleted from the actions in the table
Share the portal link within your company to receive whistleblower reports
  1. Sign in to access the dashboard
  2. Click on Portal under COMPANY in the left menu or hamburger menu if accessed by mobile unit.
  3. Find the card that says "Share the portal".
  4. Click the copy icon in top right corner to copy the portal link to your clipboard.
  5. Paste the link where you wish to share it by pressing ctrl or cmd + v or right click and select paste or insert from the menu.
  6. You can also share a QR code that your organization can scan in order to find the portal.
  7. Simply click the Download as image button and find the image in your download folder on your computer

Revilo
Whistleblower services since 2022

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