Where to find your engagement on the dashboard, and how to switch between them
In Validis, an engagement holds the data for a single company. If you share data for more than one company, there will be a separate engagement for each of them.
Every engagement you have been given access to appears on your dashboard once your account has been added to it.
Finding your engagement
Sign in to Validis. You arrive on the Dashboard, and just below the heading you will see Engagements and Groups, with the name of the engagement you are currently viewing alongside them. Everything shown further down the page belongs to that engagement.
Groups appear when your engagements have been grouped, for example where one company is made up of several entities. If none of your engagements are grouped, you will only work with Engagements.
Switching to a different engagement
Select the dropdown showing the engagement name, then choose the engagement you want. The dashboard then shows that engagement instead.
If you cannot see the engagement you expected
An engagement only appears once your account has been added to it. If one is missing, it usually means that has not happened yet.
Contact the person who invited you to Validis, or your Validis representative, and ask them to add you to it.