How do I log in to Kurtosys?

Select Category

Kurtosys App

Introduction

Getting Started

New User – First Login & Setting a Password

New User – Second Login & Two-Factor Authentication

Post Go-Live: Customer Success and Support Teams

System Admin

Introduction

Data Dictionary

Adding Fund Manager Properties

Introduction to the Data Dictionary

Assigning Custom (User Level) Entitlements

Data Entitlements – Assigning to Users

Regenerating Registration Emails

Assigning Roles & Application Access

Document Entitlements – Assigning to Users

Data Entitlement Lists – Editing

Data Entitlement Lists – Creation

How to configure Kurtosys login and password security features

Roles

Authentication

Contacts

Activity Tracking

FAQs

How do I update my SSO Certificate?

How do I extend my login timeout?

My registration email link has expired, what do I do now?

How do I access DUO? I no longer have my phone or number.

How do I update DUO to use on a new mobile device or with a new number? I still have access to both.

How do I configure my password security settings?

What type of SSO authentication does Kurtosys support?

Does Kurtosys support single sign-on?

How do I set up the Data Dictionary?

How do I access the Data Dictionary?

What is the Data Dictionary and what is its purpose?

DXM

Introduction

Site Management

Domain Management

Search Engine Optimization (SEO) Keywords

DXM Mappings, Redirects and Testing Best Practices

Improving DXM performance through Cache Control

Adding Taxonomies to Generated Product Pages

Using popular categories and tags within WordPress

How to manage taxonomy in WordPress

How to set a taxonomy structure in WordPress

An introduction to taxonomy in WordPress

WordPress user roles explained

Controlling your WordPress profile and settings

How to add WordPress users to your sites in a multisite structure

How to set up a new WordPress user

How do I get a HAR file from the webpage?

How do I add a Pardot Tracking code to my Website?

How do I ensure Siteimprove is set up correctly on DXM?

How do I use anchors in my posts?

How do I assign specific categories or posts to be used with the Listing Grid widget?

How do I make a page/post private or inaccessible?

How do I update my page/post footer template?

How do I add Vimeo links to a post/page?

How do I add captions/footnotes to an image?

Why can’t I upload a SVG to Elementor?

How do I move my WordPress Editor Menu Items back to the bottom of the screen?

How do I install a certificate on my DXM Site?

How do I deploy a WordPress Database between environments?

How do I create the different environments for my Sites in DXM?

Can I block a specific IP address from accessing my site?

How do I add redirects to DXM?

What actions can I carry out within the DXM > Site Management module?

What services are set up when I create a site with DXM?

Can I configure the day and time my Snapshots are taken?

How often are Snapshots taken?

How long are my Snapshots stored for?

Videos ????

Documents

Introduction

Document Hub

How to replace existing documents in the Document Hub

How to add documents to the Document Hub

Document Layouts

Document Production Center

How to set up document distribution from the Document Production Center

How to generate and download documents in the Production Centre

How to start a Production Centre Workflow Run and approve/reject steps

Production Center Workflow Steps

Factsheets

FAQs

Why can’t I see my documents in the Document Hub?

How do I add new Document Types to use in the Document Hub?

Can I view previous versions of a layout configuration?

How do I replace existing documents in the Document Hub?

How do I upload documents into the Document Hub?

How do I publish changes to a layout configuration?

How do I view and edit layout configuration details?

Can I restart my Production Centre Workflow?

Can I re-distribute my documents from the Production Centre?

How do I view past Workflow Runs

Where in Kurtosys are Approval Groups used?

Email Distribution Centre

Manage Contacts and Create Email Test Group

Create Email Distribution List

Create Email Distribution Workflow

Create an Email Template in the Email Workflow process

Generating an Email Workflow through the Distribution Center

Email Distribution Recipients List View Guide

Studio

Introduction

Apps

Attestation App – Wizard Styling

Attestation App – Customization

Attestation App – Wizard Attestation

Bar Chart App – Vertical Allocation

User Context App – Customization

User Profile App – Customization

User Profile App – Email Templates

Authentication App – Email Templates

Authentication App – Customization

Why can’t I see my App in the Preview pane?

How do I configure the application data and settings?

Do I need to set up Commentaries and Disclaimers to use in the Fund Center?

How do I create a Fund Center instance for a client in Kurtosys?

What are the prerequisites to setting up a Fund Center?

Data

Introduction

Data Loading

Disclaimers

Commentaries

Translations

Segmentation

Fund Managers

Approval Groups

Tools Gallery

Layout

FAQs

Can I view previous versions of a layout configuration?

How do I add a new Translation to Data?

How do I add a new Segmentation List to Data?

How do I publish changes to a layout configuration?

How do I view and edit layout configuration details?

How do I view tools in the Tools Gallery?

How do I edit tool configurations in the Tools Gallery?

Where can I access the Tools Gallery?

What is the Tools Gallery used for?

How do I publish a draft version of a commentary?

Is there an audit log to view changes made to commentaries?

How do I view all the commentaries managed in Data?

How do I publish a draft version of a Disclaimer?

Can I access an audit log to view any changes made to Disclaimers?

How do I view all the disclaimers managed in Data?

How do I add and edit entity data in Data?

How do I add a new Fund, Class or Benchmark entity?

How do I search for an entity within the Funds table?

What is the difference between properties, allocations, statistics and timeseries data?

How can I view all the data associated with a Class, Fund or Benchmark entity?

Where in Kurtosys are Approval Groups used?

Communities

Introduction

Portals

Embedding Portal Apps into WordPress

Portal Users

FAQs

Studio for Office

Introduction

Using SFO

Studio for Office (SFO) – Installation

Studio for Office (SFO) – Accessing

Studio for Office (SFO) – Widgets

Studio for Office (SFO) – Data

Studio for Office (SFO) – Upload Templates

New User – First Login & Setting a Password

New User – Second Login & Two-Factor Authentication

Post Go-Live: Customer Success and Support Teams

System Admin

Introduction

Data Dictionary

Adding Fund Manager Properties

Introduction to the Data Dictionary

Assigning Custom (User Level) Entitlements

Data Entitlements – Assigning to Users

Regenerating Registration Emails

Assigning Roles & Application Access

Document Entitlements – Assigning to Users

Data Entitlement Lists – Editing

Data Entitlement Lists – Creation

How to configure Kurtosys login and password security features

Roles

Authentication

Contacts

Activity Tracking

FAQs

How do I update my SSO Certificate?

How do I extend my login timeout?

My registration email link has expired, what do I do now?

How do I access DUO? I no longer have my phone or number.

How do I update DUO to use on a new mobile device or with a new number? I still have access to both.

How do I configure my password security settings?

What type of SSO authentication does Kurtosys support?

Does Kurtosys support single sign-on?

How do I set up the Data Dictionary?

How do I access the Data Dictionary?

What is the Data Dictionary and what is its purpose?

DXM

Introduction

Site Management

Domain Management

Search Engine Optimization (SEO) Keywords

DXM Mappings, Redirects and Testing Best Practices

Improving DXM performance through Cache Control

Adding Taxonomies to Generated Product Pages

Using popular categories and tags within WordPress

How to manage taxonomy in WordPress

How to set a taxonomy structure in WordPress

An introduction to taxonomy in WordPress

WordPress user roles explained

Controlling your WordPress profile and settings

How to add WordPress users to your sites in a multisite structure

How to set up a new WordPress user

How do I get a HAR file from the webpage?

How do I add a Pardot Tracking code to my Website?

How do I ensure Siteimprove is set up correctly on DXM?

How do I use anchors in my posts?

How do I assign specific categories or posts to be used with the Listing Grid widget?

How do I make a page/post private or inaccessible?

How do I update my page/post footer template?

How do I add Vimeo links to a post/page?

How do I add captions/footnotes to an image?

Why can’t I upload a SVG to Elementor?

How do I move my WordPress Editor Menu Items back to the bottom of the screen?

How do I install a certificate on my DXM Site?

How do I deploy a WordPress Database between environments?

How do I create the different environments for my Sites in DXM?

Can I block a specific IP address from accessing my site?

How do I add redirects to DXM?

What actions can I carry out within the DXM > Site Management module?

What services are set up when I create a site with DXM?

Can I configure the day and time my Snapshots are taken?

How often are Snapshots taken?

How long are my Snapshots stored for?

Videos ????

Documents

Introduction

Document Hub

How to replace existing documents in the Document Hub

How to add documents to the Document Hub

Document Layouts

Document Production Center

How to set up document distribution from the Document Production Center

How to generate and download documents in the Production Centre

How to start a Production Centre Workflow Run and approve/reject steps

Production Center Workflow Steps

Factsheets

FAQs

Why can’t I see my documents in the Document Hub?

How do I add new Document Types to use in the Document Hub?

Can I view previous versions of a layout configuration?

How do I replace existing documents in the Document Hub?

How do I upload documents into the Document Hub?

How do I publish changes to a layout configuration?

How do I view and edit layout configuration details?

Can I restart my Production Centre Workflow?

Can I re-distribute my documents from the Production Centre?

How do I view past Workflow Runs

Where in Kurtosys are Approval Groups used?

Email Distribution Centre

Manage Contacts and Create Email Test Group

Create Email Distribution List

Create Email Distribution Workflow

Create an Email Template in the Email Workflow process

Generating an Email Workflow through the Distribution Center

Email Distribution Recipients List View Guide

Studio

Introduction

Apps

Attestation App – Wizard Styling

Attestation App – Customization

Attestation App – Wizard Attestation

Bar Chart App – Vertical Allocation

User Context App – Customization

User Profile App – Customization

User Profile App – Email Templates

Authentication App – Email Templates

Authentication App – Customization

Why can’t I see my App in the Preview pane?

How do I configure the application data and settings?

Do I need to set up Commentaries and Disclaimers to use in the Fund Center?

How do I create a Fund Center instance for a client in Kurtosys?

What are the prerequisites to setting up a Fund Center?

Data

Introduction

Data Loading

Disclaimers

Commentaries

Translations

Segmentation

Fund Managers

Approval Groups

Tools Gallery

Layout

FAQs

Can I view previous versions of a layout configuration?

How do I add a new Translation to Data?

How do I add a new Segmentation List to Data?

How do I publish changes to a layout configuration?

How do I view and edit layout configuration details?

How do I view tools in the Tools Gallery?

How do I edit tool configurations in the Tools Gallery?

Where can I access the Tools Gallery?

What is the Tools Gallery used for?

How do I publish a draft version of a commentary?

Is there an audit log to view changes made to commentaries?

How do I view all the commentaries managed in Data?

How do I publish a draft version of a Disclaimer?

Can I access an audit log to view any changes made to Disclaimers?

How do I view all the disclaimers managed in Data?

How do I add and edit entity data in Data?

How do I add a new Fund, Class or Benchmark entity?

How do I search for an entity within the Funds table?

What is the difference between properties, allocations, statistics and timeseries data?

How can I view all the data associated with a Class, Fund or Benchmark entity?

Where in Kurtosys are Approval Groups used?

Communities

Introduction

Portals

Embedding Portal Apps into WordPress

Portal Users

FAQs

Studio for Office

Introduction

Using SFO

Studio for Office (SFO) – Installation

Studio for Office (SFO) – Accessing

Studio for Office (SFO) – Widgets

Studio for Office (SFO) – Data

Studio for Office (SFO) – Upload Templates

Links

How do I log in to Kurtosys?

Go to (UK Users) uk.kurtosys.app or (US Users) us.kurtosys.app or (Europe Users) eu.kurtosys.app, then type in your Organization name.

Note: Organization names are case-sensitive. The name must be typed in exactly the same as in the registration email.

Click Next, then log in with your credentials. Links on this page also allow you to retrieve forgotten usernames or passwords as well as change the Organization (environment) you are logging into.