Knowledge Base
Here you can read about all Impero modules and features. Learn how to use Impero, set up risks and controls, manage users and create reports
General
- I'm really interested in getting a demo of Impero!
- Browser support and technical requirements
- I found a possible bug - how do I report it?
- How do I find my organization at the Impero platform?
- How do I login with two-factor authentication?
- How do I login with username and password?
- How do I export data from Impero?
- How the search bar works and how to use it
Dashboard
Admin: Manage control programs
Admin: Create controls - define title and description
- Overview: How do I create a new control?
- How can I give my control title and description?
- How can I format text in control descriptions and free fields?
- How can I add links to the control?
- How can I add tags to a control?
- How do I delete control master data?
- Scale it up: How can I copy a control as template?
Admin: Create controls - set up schedule
- How can I schedule a control?
- Control triggering: Initiate a control based on another control
- How can I add a custom financial year and holiday calendar?
- How can I apply business days in a control?
- How can I change the time zone on an existing control?
- Changes on control scheduling and planning (Release April 2024)
- Corrected schedule for controls with allocated review time but no reviewer (Release April 2024)
Admin: Create controls - assign responsibility
- How can I assign users to a control?
- How can I add a 4-eyes-review to a control? Assign a 2nd reviewer!
- How can I add users to be notified when a control is completed?
- How do I set deputy control responsibles?
- How can I remove an assignee or reviewer?
- Enable team work: How can I work with user groups?
- Several colleagues perform the same control for various entities/countries. Make a distinction using assignment tags.
Admin: Create controls - set reminders
Admin: Create controls - design questions/tasks
Admin: Manage controls and monitor control performance
- Monitor controls and take interventions: How can I access the activity list?
- How can I set and save filters in the activities list?
- How do I send a reminder to responsible/reviewer?
- Changed responsibility: How do I reassign a control?
- Correction needed: How can I re-open a completed control?
- How can I review the audit trail of a certain control?
- How do I access archived controls?
- How do I archive control activity?
- How can I view the contents of a control activity?
- How to move a control from one control program to another
Admin: Consolidated view and mass update
- How can I get a consolidated list of controls by recurrency type?
- How to save filters in control overview
- How can I mass-update descriptions and tags of multiple control programs?
- How do I manage access rights for multiple control programs?
- How can I mass-update details in multiple controls?
- How do I mass-update scheduling of multiple controls?
- How do I filter and exclude content using the search bar?
I am a control responsible
I am a control reviewer
Risk Management
- How do I create a new risk directory?
- How do I manage access rights to my risk directory?
- How do I edit my risk directory?
- What is the difference between local and global risks?
- How do I create new entities?
- How do I manage access rights to my entities?
- How do I assign entities to my risk directory?
- How do I edit an entity?
- How do I delete an entity?
- How do I assess my risks?
- How do I set and save filters in my risk map?
- What is the risk history and how do I access it?
User Management
- Introduction of all roles in Impero
- How can I create a new user and enable login?
- How can I add multiple users at once?
- How can I delete a user?
- How can I edit my profile?
- How can I create a new user group?
- How do I find a user in the User management?
- How do I review and update users' access rights and assignments?
Datasheet
Reporting
- What types of reports can I create?
- How can I create a new report?
- How do I pre-design and save reports?
- How can I edit or delete a report?
- Task-based report: A report based on control answers
- What is a push report and how to send it
- How can I create and save reports with a dynamic date range?
- How can I improve control planning using the notification date?
- Task-based reports based on reviewer tasks
- Overview of table groupings in the report module
- What is a workload report and how to create one