Client User Guides
Step-by-step guides for Elker client users
Step-by-step guides for Elker client users
Secure your account with SMS or app-based two-factor authentication for enhanced security.
Document important information and updates by adding notes to your cases and reports.
Set up automatic out-of-office notifications to inform others when you're unavailable.
Send encrypted, secure messages to protect sensitive information and maintain confidentiality.
Personalise your inbox preferences, filters, and notification settings for optimal workflow.
Organise and view your reports with custom sorting and filtering options.
Generate and download PDF reports of your analytics data for sharing and record-keeping.
Accept your invitation and set up your Elker account to get started with the platform.
Add new team members, assign appropriate roles, and manage user permissions within your organisation.
Create, organise, and participate in group conversations for effective team collaboration.
Communicate with team members using Elker's built-in messaging and chat features.
Control who can view and edit your reports with granular access permissions.
Organise reports with tags and attributes for better categorisation and searchability.
Track report progress, update status indicators, and properly close completed reports.
Personalise your profile with your professional information and photo.
Create complete whistleblowing reporting pathways from start to finish with all step types in context.
Set up and manage information articles to provide guidance and resources to your users.
Define and customise report status options to track the progress of submitted reports.
Configure different report levels for use across the organisation.
Define custom attributes and fields to capture specific information in reports.
Design templates for generating consistent reporting snapshots and summaries.
Connect related reports together to maintain context and track connected incidents.
Create task templates and automated workflows to streamline report handling processes.
Customise your Elker platform with your organisation's branding and logo.
These guides are designed to help Elker client users navigate and use the platform effectively. Each guide provides step-by-step instructions with visual screenshots to ensure you can complete tasks quickly and accurately.
If you encounter any issues or have questions not covered in these guides:
These guides were created using Scribe to provide clear, visual step-by-step instructions. They are regularly updated to reflect the latest features and changes in the Elker platform.