Portal

Portal

The Portal is your company’s curated workspace for employees and auditors: announcements, quick links, and a library of published documents.

What the portal is for

• Internal enablement: one place for IT/security/process content employees can trust.
• Audit readiness: group evidence into packs and share access links that drive OTP verification.
• Controlled distribution: decide what is internal-only vs restricted access.

Portal elements (what content exists)

• Announcements: time-sensitive updates that appear on the portal home.
• Quick links: action buttons on the portal home (for example: helpdesk, access request, key resources).
• Sections: the home page is made of configurable modules (for example: Hero, Markdown, Links, Stats).
• Library items: published Plans, SOPs, Trainings, and Reports that were published to the portal.
• Evidence packs: curated collections of library items (commonly used for onboarding, audits, and vendor due diligence).
• Access links (OTP): external links that grant access to selected evidence packs after OTP verification.

How the portal is configured

Everything about portal setup (modules, library, packs, and access links) is managed in Portal Admin. For step-by-step configuration, see Portal Admin.

Portal library (published documents)

• The portal library is made of published documents (Plans, SOPs, Trainings, Reports) that were published to the portal.
• Use it as the “single source of truth” view for what’s currently available in the portal.

Evidence packs (curation)

• Evidence Packs are curated collections of portal items (onboarding, audits, vendor due diligence, etc.).
• When publishing a document to the portal as Restricted (OTP), you must choose at least one Evidence Pack.

External access links (OTP)

• Access Links are external URLs you can share for the standalone portal experience.
• Recipients verify access via OTP. Links can be time-bound (expires in hours) and optionally tied to an external email.
• Every access link must include at least one Evidence Pack (pack_ids).