Working with Toolkits

A toolkit is a curated set of tools aimed at addressing one area of risk or compliance. For example, a toolkit might include a set of data analytics, a risk control framework, and a best practices program.

Permissions and Subscriptions

• Permissions All authenticated users can access Toolkits. However, only users with the System Admin role have the permission to manage toolkits. Other user types can explore and utilize the installed and configured toolkit components within Toolkits.
• Subscription The easiest way to complete the end-to-end installation and configuration of any of the toolkits is to be assigned with a Professional subscription. Other subscriptions can view or interact with toolkit components after the installation and configuration of components.

Example: To use the Active Directory Contacts toolkit, you must be assigned the Diligent One System Admin user type with a Professional subscription and access to Analytics through ACL Robotics.

Note

Different toolkits may have different requirements. For more information, see individual toolkit documentation.

Requesting information

1. Open the Marketplace app.

2. For the toolkit you want to inquire about, select Request for information.

3. In the Request for information side panel, do the following:

   1. Enter the email address of the individual you want to notify about this request.

   2. Provide details about your requests.

4. (Optional) Select the Mark the request as urgent checkbox.

5. Select Submit request.

   After you have submitted the request, the label on the tile changes to Requested. Your account manager will contact you to proceed further.

Toolkit details

When you select the toolkit tile, you can view the important metadata of the toolkit. This includes:

• Toolkit details A summary of the toolkit, subscription details, and category.

• Contents of toolkit A breakdown of all the individual components or assets that the toolkit constitutes.

Installing a toolkit

1. Open the Marketplace app.
2. From the toolkit catalog, choose the toolkit and select Install.

   A panel appears with a preview of the toolkit.

   Important

   Select the edition of the toolkit that matches the edition of the Robots Agent used by your organization. The available options are Non-Unicode or Unicode. For more information, see Verifying your Robots Agent edition.

   The installation process works only if the editions match.

3. Select Install.

   Installation may take a few moments.

   Result When installation is complete, a success message appears.

   Note

   If an error message appears during installation, try installing again. If it fails the second time, contact Support.

   To view the installed content, you must navigate to the specific sections in Diligent One and review them. For example, if a toolkit contains a framework and a collection, you can go to the Frameworks app to check the framework and the Results app to check the collection.

Verifying your Robots Agent edition

1. Select Switch Apps > Robots to go to the Robots app.
2. In the Robots dashboard, click Settings > Agent management.
3. Note whether the Robots Agent edition in use is non-Unicode or Unicode.

Links to toolkits documentation

The following table lists the available toolkits, with links to their documentation.

Updating a toolkit

You cannot update a toolkit. If there are any changes in the toolkit, we will release it as a separate toolkit.

Uninstalling a toolkit

To uninstall a toolkit, contact your Diligent representative or Support.