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Privva Specialist

Overview

This hands-on course provides a comprehensive introduction to Privva. Attendees will gain a good understanding of the Privva environment. They will learn how to leverage Privva and get the most out of the platform.

Course Topics

  • Create and Manage Projects
  • Create and Manage New Templates
  • Add/Invite Vendors to a Project
  • Change Vendor Status
  • Re-Send Vendor Invite
  • Creating and Adding Vendor Labels
  • Creating Parent/Child Relationships Between Vendor Profiles
  • Export Vendor Details in Bulk
  • Add Internal Note on an Issue
  • Canceling an Assessment