Getting Started

Quick Setup Guide to Getting Started Introduction to RedFlag Platform Navigating the RedFlag Platform TCR Brand Registration Mobile Apps Product Feedback Help & Support

User Guides

User Guides Overview

Location Details

Credits Purchase Credits Activity Log International Countries Caller ID for Voice Calls Phone Number for Text Messages

Setup

Profile Data Field Setup Data Field Preferences Default Email Domain Contact Card Recipient Verification Message Welcome Message

Users

User Roles and Permissions Add User Standard User Activation & Login Process Manage Users SSO Limitations & Requirements Microsoft Single Sign On (SSO) Configuration SAML Single Sign On (SSO) Configuration Managing SSO Users User Profile

Groups

How to Create & Manage Groups Creating Groups in RedFlag Using Bulk Upload Group Types and Options Delete Group Export Groups Organizing Recipients or Desktops into Groups in RedFlag

Recipients

Add Recipients Recipient Profile RedFlag Notifications: Opting In and Out via the RedFlag App

Desktops

Desktop Alerts Overview Desktop App Downloads Desktops List Desktop App Installation Edit Desktop Profile Bulk Upload Desktop Devices

Messages

Create Message Activity Reports Text Messages Message Reports Restricted Messages

Templates

Create Template Template Folders

Chats

Manage Chats 2-Way Chat Overview Chat Inboxes Chat Users & Chat Access

Incidents

Threat Intelligence Overview Threat Intelligence Configuration Threat Intelligence Map and Threat Panel Threat Intelligence Manually Send Alert

Integrations

Integrations Overview

Microsoft Integrations

Microsoft Entra ID (Azure AD) Data Import Integration Microsoft Teams Integration Microsoft Excel Add-in Microsoft Outlook Add-in

sFTP Data Import

sFTP File Import Data Integration sFTP File Import Configuration & Setup

Paylocity API Data Sync

Paylocity API Data Integration Paylocity API Data Import Configuration

Recipient API

Recipient API Data Sync

Data Connector

Data Connector Integration Data Connector – Preflight Data Review Data Connector – Advanced Data Filter Data Connector - How to Connect to BambooHR Data Connector - How to Connect to Ceridian Dayforce Data Connector - How to Connect to Workday Data Connector - How to Connect to UKG Pro Data Connector - How to Connect to SAP Success Factors Data Connector - Audit History

Threat Intelligence

Threat Intelligence CAP Feeds

Webhook

Branding and Customization

Branding and Customization Overview

Email Domain and Template

Add Custom Email Domain Email Template Branding

Recipient App Settings

Recipient App Access Recipient App Profile Settings Recipient App Customization

Desktop App Settings

Desktop Alert Message Design Customization Desktop Alert Message Headlines

Resources

Resources Overview

Resource Library

Recipient Welcome Flyer Storm Preparedness Checklist

Troubleshooting

Bulk Upload Not Working Undelivered, Failed, or Delayed Messages Group Counts Not Updating Microsoft Teams App Not Connecting to Recipients Voice Call Issues User Login Issues Troubleshooting Data Connector Issues

FAQ's

What is the difference between a user and a recipient?I’ve reached my recipient limit, what do I do?I’ve reached user limit, what do I do? My email address has changed, how do I update my user account for logging in? How to Opt-In and Opt-Out Recipients in RedFlag What are the unique identifiers for recipients and desktops?

I’ve reached user limit, what do I do?

Navigate to the Help Center and click upgrade my account and our team will reach out to assist!

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