FAQ's for Internal and External Due Diligence Users
This FAQ captures the top 10 Due Diligence FAQ's from an Internal and External User's perspective.
Question: Do Internal & External users have access to the same Interface? Answer: No. Internal users have access to the Devensoft Tenant. External users have access to the Target Portal allowing them to view, answer & respond to Request Items.
Question: Does the Target Group button store External Contacts AND External Group Names? Answer: Yes. For the delivery of Request Items and Permissioning, the Target Group button stores both External Contacts and External Groups for Due Diligence purposes.
Question: On the Target Groups page/Groups view, can you delete the External Admin? Answer: No, this group can be modified, but due to functionality, the External Admin cannot be deleted.
Question: Are the Target Groups the same as the groups that appear under Admin/Role Administration? Answer: No, the Target Groups align to the External Target Portal Users. The Role Administration aligns with the Internal users that work within the Devensoft Tenant.
Question: If the User Management permission is selected for a particular group, can the associated Contact(s) add, edit, and delete permissions from the Target Portal? Answer: Yes. This permission gives External contacts the ability to manage user permission for the Target Portal only.
Question: Can I create Due Diligence Permissions for my Internal HR, Legal and other Functional teams? Answer: Yes. Click on the Permission In the Access Permissions column, click on the "+" icon to add permissions.
Question: Within the Due Diligence Permissions, are the Roles that are listed being pulled from the Role Administration page? Answer: Yes.
Question: Within the Target Portal, who has access to the User Management functionality? Answer: Only users who have been assigned "User Management" access within the Devensoft UI, under Target Groups.
Question: Do External users need a paid license to log into the Portal? Answer: No.
Question: Do External users receive an email and link to log into the Target Portal? Answer: Yes.
Question: What is the file size limit for Uploading files from the Target Portal? Answer: 100 MB