Whistleblower Software by Formalize is a secure, end-to-end encrypted platform that allows your organization to receive, manage, and investigate whistleblower reports.
Whether you are setting up the platform for the first time or taking over from a colleague, this guide will walk you through everything you need to get started.
As an administrator, you are responsible for configuring the platform so it works for your organization and your users.
This includes setting up your reporting channel, inviting your team, and making sure your security settings are in place before any reports come in.
New to the platform? We recommend watching our training videos to get a quick overview of the platform and its key features.
Your Setup Checklist
Step 1: Customize Your Reporting Channel
Your reporting channel is the page your whistleblowers will see when they submit a report. Start here so your channel looks and works exactly the way you want before anyone uses it.
You can customize the design, add your logo, configure the form fields, set up the reporting categories, and adjust the language. Once your channel is ready, you can share the link or QR code with your organization.
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Step 2: Submit a Test Report
Submit a test report through your reporting channel so you can see exactly what the whistleblower experience looks like. Click on open page.
This helps you verify that the report is set up correctly, the confirmation page appears as expected, and the case arrives in your cases page.
Step 3: View and Explore a Case
Once your test report is submitted, open it from your Cases page and explore the case view. Familiarize yourself with the case details, the messaging function, the status fields, and the tools available to case handlers.
This is also a good time to test the secure chat by sending a reply to the reporter and checking what they see from their end.
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Step 4: Add Users and Configure Access
Invite your team and assign the right roles and permissions. We recommend adding at least two administrators so there is always a backup if one person is unavailable.
Once users are added, set up your departments and configure which users have access to which cases. This ensures cases are routed to the right people from day one.
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Step 5: Configure Your Security Settings
Set up your login options, enable two-factor authentication, and configure your case retention period. These settings protect your organization's data and ensure you stay compliant with GDPR and local data protection requirements.
If your organization uses Single Sign-On, this is also the step where you configure SAML or OAuth login.
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Step 6: Explore Your Dashboard and Statistics
Once everything is set up, take a few minutes to explore your dashboard and statistics view. This is where you will monitor incoming reports, track case progress, and measure activity over time.
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We’re here to support you. If you have questions reach out to us directly via the Messenger icon in the bottom right corner of your screen, or send us an email at support@whistleblowersoftware.com.