MirrorWeb

Evie Lynch

Training & Enablement 

By the end of this guide, you will have:
Understood how to create an Identity from Search within MirrorWeb Insight.
Prerequisites
Before s...

How do you create an Identity from Search?

By the end of this guide, you will have:
Understood how to search for Identities or Identity Groups within MirrorWeb Insight.
Prerequisite...

How do you search for an Identity or Identity Group within MirrorWeb Insight?

By the end of this guide, you will have:
Understood how to create Identities within MirrorWeb Insight.
Prerequisites
Before starting this ...

How to create Identity Groups within MirrorWeb Insight?

By the end of this guide, you will have:
Understood how to set-up and manage Identity Matching within MirrorWeb Insight.
Prerequisites
Bef...

How do you set-up and action Identity Matching?

Identities

Author: Evie LynchDate: Oct 16, 2025🧠 Summary / PurposeThis article provides step-by-step instructions for administrators to create new pl...

Adding New Connections in MirrorWeb Insight

By the end of this guide, you will have:
Understood how to bulk upload connections within MirrorWeb Insight.
Prerequisites
Before starting...

How to Bulk Upload Connections in MirrorWeb Insight?

By the end of this guide, you will have:
Understood how to schedule send connections invites within MirrorWeb Insight.
Prerequisites
Befor...

How to Schedule Send Connection Invites?

By the end of this guide, you will have:
Understood how to create a custom team within MirrorWeb Insight.
Prerequisites
Before starting th...

How to create a Custom Team in MirrorWeb Insight?

By the end of this guide, you will have:
Understood how to set up partial tenancy capture for central connectors i.e Email, Slack, Microso...

How to set up partial tenancy capture for central connectors in Insight?

Management

By the end of this guide, you will have:
Understood how to change the timezone your archives appear in
Prerequisites
Before starting this ...

How do I change the timezone in which my archives appear?

By the end of this guide, you will have:

Understood how to escalate messages to another user within MirrorWeb Insight.
Prerequisites
Befo...

How do I escalate a message to another user?

By the end of this guide, you will have:
Understood how to mark archived communications as complaint and not compliant in MirrorWeb Insigh...

How do I review my archived communications?

On occasion, the MirrorWeb crawlers may experience difficulty capturing certain web sites or assets. This is usually due to security that ...

Whitelisting the MirrorWeb crawler

MirrorWeb offers a portal which gives you access to all the websites that we archive on your behalf. If you wish to view the entire list o...

How to view all the websites you archive for me

At times you may forget your password. Resetting it is very simple and quick to do.
Resetting your password

Open https://app.mirrorweb.co...

How do I reset my password for the MirrorWeb Portal

User Actions

By the end of this guide, you will have:
An understanding of how to share Templates, Schedules and Vaults within MirrorWeb Insight.
Prereq...

How do you Share within MirrorWeb Insight?

By the end of this guide, you will have:
Understood how to filter your search results by their review status.
Prerequisites
Before startin...

How do I filter what I’ve marked as compliant?

By the end of this guide, you will have:
Understood how to filter your search results by actions made by other compliance users.
Prerequis...

How do I search for messages that have been reviewed by a given user?

By the end of this guide, you will have:
Understood how to search for communications of specific users.
Prerequisites
Before starting this...

How do I search for a specific user?

By the end of this guide, you will have:
Understood how to edit and view the results of a scheduled search inside MirrorWeb Insight.
Prere...

How do I view the results of scheduled searches?

By the end of this guide, you will have:
Understood how to run a sample search inside MirrorWeb Insight.
Prerequisites
Before starting thi...

How do I run a basic sample search?

By the end of this guide, you will have:
Understood how to create a templated search inside MirrorWeb Insight.
Prerequisites
Before starti...

How do I run a search on my Marketing and Privileged addresses?

How do I create a search template?

By the end of this guide, you will have:
Understood how to create a scheduled search inside MirrorWeb Insight.
Prerequisites
Before starti...

How do I create a scheduled search?

For more information on lexicon policies, please see here.
By the end of this guide, you will have:
Understood how to run a flagged lexico...

How do I run a flagged lexicon search?

The communications surveillance module in MirrorWeb Insight has two different search modes: Basic, allowing you to carry out a quick searc...

What options do I have when running a basic search?

Search

By the end of this guide, you will have:
Understood how to exclude disclaimers, and other phrases, from flagging as part of lexicon polici...

How do I stop disclaimers from flagging messages?

MirrorWeb Insight offers a search exclusions functionality, allowing you to restrict access to content from certain senders ("privileged a...

How do I configure privileged and marketing addresses?

How to exclude content from flagging and search policies

Exclusions

By the end of this guide, you will have:
Understood how to pull reports of agents - ie the actions that one of your compliance agents has ...

How do I pull all data for an agent over a specified time period?

By the end of this guide, you will have:
Understood how to pull reports of an agent's actions.- ie the actions that one of your compliance...

How do I pull a report of an agent's actions?

By the end of this guide, you will have:
Used MirrorWeb's reporting functionality to able to generate a Summary report demonstrating the c...

How do I generate a summary report of my organization's compliance activity?

Generate reports to demonstrate your compliance activity

Reporting

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