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Mandi Kleinmeyer
mkleinmeyer@caseiq.com
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Why is the total amount of the request only shown in USD?
Published July 15th, 2022 by Mandi Kleinmeyer
Why is the total amount of the request only shown in USD? By default, all Totals (request amount, recipient amount, and support category amount) will show in USD only. If your organization is interested in changing their default currency, please contact us at support@lextegrity.com Support Categories can be created in Non-USD currencies, however, th
How often is Service Desk monitored?
Published July 18th, 2022 by Mandi Kleinmeyer
How Often is the Service Desk Monitored? Our Service Desk is available 24/7 to submit requests; however, it is only monitored during business hours and non-US holidays. Hours Monday - Friday 9:00 am-6:00 pm Eastern Time Holiday Calendar 2023-2024 Winter Break December 24th - December 31st, 2024 New Year's Day January 1st, 2025 Martin Luther King
What happens if my login email address changes?
Published July 18th, 2022 by Mandi Kleinmeyer
What happens if my login email address changes? If the email you use to log in changes, as long as your employee ID remains the same, the old requests should also be displayed under your new login. Please contact support@lextegrity.com if you encounter any issues.
How can I identify the Third-Party an external user is associated with?
Published July 15th, 2022 by Mandi Kleinmeyer
How can I identify the Third-Party an external user is associated with? Master Data Admins can view related parties by either searching for the External User under Individuals or by searching for the Third-Party under Organizations. First, navigate to Admin from the left menu and click on the Master Data Management tile on the right. Next, click the
How do I view the status of my Service Desk ticket?
Published July 18th, 2022 by Mandi Kleinmeyer
Login to our Service Desk Portal and click on Requests in the top right corner. Click on each ticket to open it and see details. Scroll down to the bottom to view/add comments to the ticket
Background Submission Processing
Published July 2nd, 2025 by Mandi Kleinmeyer
In Integrity Gateway, submissions for requests, activities, recipients, and questionnaires are now handled in the background to improve system performance and reduce errors. This change means that when users submit or resubmit any of these items—whether it's an initial request, a new recipient added to an existing one, or an update to a previous ent
Privileges
Published July 25th, 2022 by Mandi Kleinmeyer
All Privileges Privilege Name Description Adjust engagement risk score Gives the user the capability to view and adjust the risk score assigned to a Third-Party engagement. Adjust expiration date Gives approver ability to adjust expiration period while approving requests with an auto-calculated expiration period. Administrative Cancel Request Gives
How do I submit a Service Desk ticket?
Published July 18th, 2022 by Mandi Kleinmeyer
Email Send an email to support@lextegrity.com Service Desk Portal Login to our Service Desk Portal and create a Customer Support Inquiry. Input all the details regarding the ticket and click Send Note: A confirmation email will be sent once the ticket is created
How can I see all Service Desk tickets for my organization?
Published July 18th, 2022 by Mandi Kleinmeyer
In order to see all Service Tickets submitted for a certain Organization, you'll need Admin access for our Service Desk. To request Admin access, create a Service Desk ticket asking for this access and our Support team can update the access. Once Admin access is granted, login to our Service Desk Portal . Under Requests you can select ALL or Create
How do I identify the submitter of a request?
Published July 15th, 2022 by Mandi Kleinmeyer
How do I identify the submitter of a request? To identify the Submitter of the request, locate the Submitter Name in the top right-hand corner of the request. Hover over the Submitter Name to display additional details about the Submitter.
Why does the request status say In Progress, but the activity status is Approved?
Published July 18th, 2022 by Mandi Kleinmeyer
Why does the request status say In Progress, but the activity status is Approved? If the request status is In Progress then it is still awaiting approval from at least one approver for at least one workflow step. In this instance, the Activity may be approved, however, one or more Recipient(s) may still require Approval. Status of each recipient i
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