Access Organization Sessions & Materials

An Organization represents an enterprise with institutional access to Prevail. Prevail Organizations provide group access to Sessions and shared access to additional features, including Session Review, transcript downloads, and Certified Transcripts. You can view and join Organization Sessions from the Sessions page.

• Log Into Prevail with SSO
• Select your Organization
• Access Session Review
• Export Transcripts
  • Download Using a Template
• Order a Certified Transcript

Log Into Prevail with SSO

You will receive an invitation email from Prevail with login instructions for your company’s Organization. The email also contains your company’s Organization Prevail login web address and Identity Provider name (IDP Name).

1. Navigate to Prevail.ai.
2. Click Log In.
3. Click Enterprise Login.
4. In the IDP Entity box, type your company’s Prevail IDP name.

   Note: The invitation email contains the IDP name.

If your browser session is logged in to your company’s SSO, you will be automatically signed in to Prevail. Otherwise, you will be prompted to log in and then taken to your Prevail Dashboard.

Select your Organization

Organizations provide group access to Sessions, including viewing the complete Organization’s Session list and accessing Session Review. Users can also explore the application by joining a practice Session from the Prevail Dashboard.

Access Session Review

Once a Session has ended, Session materials are available from the Session Review page.

1. On the Navigation menu, click Sessions.
2. In the All Participants drop-down, in the By Organization group, click the Organization name.

   Use the Search box to search by keyword.

3. Click Review.

Export Transcripts

Anyone with access to Session Review for a particular Session may download a transcript. Organization users have the additional option of downloading PDF transcripts using a template.

Download Using a Template

Select from available PDF templates when downloading transcripts from Session Review. If a Session is associated with an Organization, all templates belonging to that Organization will be available. For Sessions associated with multiple Organizations, you can select from all templates belonging to any associated Organizations.

1. Navigate to the Session Review page.
2. In the Transcript module, click the Download icon.
3. Click the Use a Template tab.
4. In the Pick a Template drop-down, select a template from the list.
5. Click Download.

Order a Certified Transcript

Request a certified transcript, which will be available for download once it has been processed. After submitting a request, you’ll receive a confirmation email and Prevail Staff will follow up with you directly.

1. Navigate to the Session Review page.
2. In the Transcript module, click the Download icon.
3. Click the Customize tab.
4. Under the Version selector, on the "To order a certified transcript, please click here" line, click click here.

   Your transcript order has been placed.

5. To close the window, click the X.

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