How to use this knowledge base
Castlewatch is designed around explicit operational state: reports are submitted, reviewers make recorded decisions, trusted partners are connected through deliberate workflows, and organization settings define who can do what. Start with the page that matches the job you are performing, then use the linked user guide for an end-to-end walkthrough.
- Administrators should begin with onboarding, organization settings, access, and trusted partners.
- Reporters should focus on incident reporting and incident records.
- Reviewers should focus on review workflow, comments, sightings, attachments, and troubleshooting.
Detailed Functionality Pages
Each article covers what the feature is for, who should use it, what fields matter, how the workflow behaves, and what decisions your team should make before relying on it operationally.
Onboarding and Workspace Activation
Create a workspace, complete the organization profile, choose a region, and understand what must be active before live operations begin.
Incident Reporting
Use structured fields, saved sites, severity, visibility, tags, summary, and narrative details to submit reports that reviewers can act on.
Review Queue and Moderation
Claim reports, verify facts, request changes, reject submissions, return records to review, and preserve decision context.
Incident Records, Comments, Sightings, and Attachments
Understand the incident detail page, issue-style comments, timeline sightings, supporting files, and how records evolve after submission.
Trusted Partners and Trust Groups
Request relationships, sign template MOU/NDA records, accept or decline partners, send secure messages, and group connected organizations.
Organization Settings
Manage members, roles, sites, notification defaults, policy thresholds, sharing defaults, and organization profile details.
Notifications, Roles, Billing, and Access
Understand personal alert preferences, organization notification defaults, role thresholds, subscription gates, and account security settings.
Troubleshooting Common Workflow Issues
Resolve onboarding loops, missing buttons, blocked reports, map placement problems, partner workflow blockers, and notification issues.
Need a guided path instead of reference material?
The user guide walks through the same workflows in the order a new team usually configures and operates Castlewatch.