InvestGlass Help Desk

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• Field Audit Trail

  Administrator or Compliance officer can access audit trail information. The information is stored for 10 years. Go to >> My Account >> Company >> Audit trail All operations on fields, access, login to InvestGlass and to the portal will be recorded there. You can export your data. Field Audit Trail lets you retain archived field history data. This feature helps you comply with industry regulations related to audit capability and data retention. Please contact the InvestGlass sales representaSome readers

• View and Edit Password Policies in Profiles

  View and Edit Password Policies in Profiles To ensure that the appropriate level of password security is used for your company, specify password requirements with Password Settings for members assigned to a profile. Profile Password Policies settings override the organization-wide Password rules for that profile’s members. If you do not set Password Policies on a profile, the organization-wide Password Policies apply. New profile Password Policies take effect for existing profile users when theFew readers

• How do I change my cookies settings?

  How do I change my cookie settings? Most web browsers allow some control of most cookies through the browser settings. To find out more about cookies, including how to see what cookies have been set, visit www.aboutcookies.org Find out how to manage cookies on popular browsers: • Google Chrome • [Microsoft Edge](https://support.microsoft.com/en-gb/windows/microsoft-edge-broFew readers

• Password

  Password Policies are sophisticated and we suggest you that only your admin should manipulate this part of the InvestGlass cloud. User session timeout - will stop call the server DB after a period of time. Enforce password history - will automatically ask user to update their password with a new one. Minimum password length - will enforce a password length. Password complexity requirement - set the minimum complexity. Password question requirement - set the complexity of the passwoFew readers