Channel managers are the people responsible for receiving, reviewing, and tracking reports. Proper configuration helps ensure impartiality, continuity, and security in case handling.
Mandatory rules
Requiring two managers reduces the risks of unavailability, conflicts of interest, and dependence on a single person.
Protection against conflicts of interest
If a report mentions a registered manager, they are automatically removed from the distribution of that case. The report will be routed only to the other eligible managers.
Practical example
Registered managers: Ana, Carlos, and Mariana.
Report involves: Carlos.
➡️ Carlos does not receive the report.
➡️ Ana and Mariana receive it normally.
Fallback email
In exceptional situations, all registered managers may be involved in a report. In those cases, the system automatically routes the case to the external manager set as fallback (external counsel, compliance consultant, etc.). If no fallback is configured, the case is blocked with a warning until an external manager is registered.
Set up an external contact (lawyer, compliance consultant, or auditor) to ensure that every report can be received, even in conflict-of-interest scenarios.