Product: VIA Pro
Applies to: VIA Pro Compliance Officers
If you have been given compliance officer capabilities in Intralinks VIA Pro, you can generate and view reports that allow you to monitor the flow of information within and from your organization, as well as individual and aggregate usage information. You also will be able to view information about business group members and policies, but you cannot make changes to these areas unless you have also been given administrator privileges for your organization.
In many organizations, the compliance officer role and the administrator role may be performed by a single person.
Logging in
If you are a new user to Intralinks, that is, you have never used any Intralinks product, you will need to activate and set up your account. This is a one-time process that includes steps for accepting the end user license agreement (EULA), creating a password, and setting up multi-factor authentication to ensure your account is secure.
If you have used another Intralinks product in the past, you will use the same password you use for other products.
Refer to Activating your Intralinks account and logging in for the first time for step-by-step instructions.
Next steps
Refer to the following articles for more information:
- Viewing members in your business group
- Accessing a business group's policy settings
- Adding and modifying detail fields for Workspaces
- Monitoring access and usage with reports
ComplianceLink report
The ComplianceLink report is a daily report that allows compliance officers to see all electronic communication between individuals who use Intralinks VIA Pro, in compliance with securities regulations. This report is created for organizations that request it, and must be generated by an Intralinks Administrator. The report appears in RFC 822 and XML formats. The report includes comments, Workspace descriptions and email alerts inviting recipients to use Intralinks VIA Pro Workspaces and folders. The ComplianceLink report is not available for delivery through the Compliance Officer’s user interface; contact Intralinks customer service to request assistance with ComplianceLink reporting.