How to Use Diligent

Getting started with Diligent

In this guide, you'll learn how to set up your Diligent account and navigate its features to manage governance, risk, and compliance effectively. By the end, you’ll be ready to identify potential risks and streamline board communication.

Step 1: Sign up and set up

1. Go to Diligent's website.
2. Click on the "Get Started" button in the top right corner.
3. Fill in your details in the sign-up form, including your name, email, and company information.
4. After signing up, check your email for a verification link and follow it to activate your account.
5. Once logged in, complete your profile by adding your role and preferences in the dashboard settings.

Step 2: Your first risk assessment

1. On the dashboard, click on “Risk Management” from the left-hand menu.
2. Select “Create New Assessment.”
3. Fill in the required fields, including assessment title and description.
4. Choose the relevant risk categories from the dropdown menu.
5. Click “Save” to create the assessment.
6. To add specific risks, click on “Add Risk” and enter the details.
7. Assign risk owners and set deadlines for mitigation strategies.
8. Finally, click “Submit” to finalise your assessment.

Step 3: Get better results

• Regularly review the “Risk Dashboard” to monitor changes and updates.
• Use the “Reports” feature to generate insights on risk trends and compliance status.
• Set up alerts in the “Notifications” section to stay informed about critical updates or deadlines.
• Encourage your board members to use the “Collaboration” features for real-time discussions and feedback on assessments.

Pro tip

Take advantage of the “Templates” feature when creating new assessments. This saves time by allowing you to reuse previously established frameworks, ensuring consistency across your reports.

Common mistake to avoid

Many users forget to assign risk owners when creating assessments. This can lead to a lack of accountability and ineffective risk management. Always ensure that each risk has a designated owner for follow-up and action.