InfoSight360 Features You May Have Missed
While many users are already familiar with the headline features of InfoSight360, here are several lesser-known tools that can enhance your experience with the new platform.
- Home Page Tile Customization: Organize the Home Paget tiles to create quick links to the content that matter most to you.
- My360 Dashboard Personalization: Tailor your My360 dashboard to suit your workflow with specific widgets you want to see, in the order you want to see them.
- Search Filters: Search smarterby filtering search results by the specific product(s) to quickly narrow results to the information relevant to you.
- See What You Changed: By default, the “Updated Content” widget of the My 360 dashboard shows all updated content but can be filtered to show only the content you have updated.
- Easily Share Content: Compliance topics from InfoSight and model content from CU PolicyPro and RecoveryPro can easily be shared directly with colleagues.
- State-Specific Indicators: Quickly identify which InfoSight topics contain state-specific information.
- Granular Filters: Refine your view results within user lists, assignments, and published docs using advanced filtering options.
- Exportable Reports: Downloads reports in CSV format to view, sort, filter, and customize the data more efficiently.
- Stay Notified: Subscribe to receive alerts when content relevant to you is updated so you never miss important changes.
- Stronger Security with MFA: Enhance login security by enabling multi-factor authentication in the Settings area.
- Redlines: Track changes directly in the CU Policies and CU BCP editors to ensure changes are visible and easy to review.
- Admin Visibility: Add your credit union’s system administrator(s) information in the settings area to make it easier for users to reach out if they need help.
- Dark Mode: Dark mode can reduce eye strain and help you focus when reading or working in low light.
Each of these features was designed to save time and give users more control. Contact Compliance@CrossState.org if you have any questions on how to use these tools!