Portal admin

Configure what appears on your company portal, manage curated evidence packs, and control external OTP access.

Portal Admin surfaces

Portal Admin is where you build the portal experience. The portal itself is described in Portal.

Settings: enable/disable the portal and configure access mode.
Announcements: publish (or draft) posts that appear on the portal home.
Quick links: manage the portal home action buttons (label, URL, position, enabled, primary/secondary).
Sections: control portal home modules and ordering (Hero, Markdown, Links, Stats, or custom).
Library: view published portal items created when you publish documents with “Publish to portal”.
Evidence packs: curated collections used for audits and OTP sharing.
Access links (OTP): external links that grant portal access after OTP verification; tied to Evidence Packs.
Training memberships: map users to departments/teams/tools so training assignments can be scoped.

Each link has a label and URL.
Control visibility and styling with: enabled, position (ordering), and primary/secondary variant.

Sections control the portal home layout. Each section has a title, enabled flag, and ordering.
Section kinds include: Hero, Markdown, Links, Stats, and Auto.
Section content supports either JSON objects or plain text (Markdown sections accept markdown content).

Library items are created when you publish Plans/SOPs/Trainings/Reports with Publish to portal.
The library list supports sorting and filtering by document type.
You can jump to the source document in-app or open the portal version.

Evidence Packs are curated collections of portal items (for audits, onboarding, vendor diligence).
Packs can be created, edited, and deleted.
Evidence Packs are required for: restricted (OTP) portal publishing and for external access links.

Access links are external URLs for the standalone portal flow (recipients verify via OTP).
Create a link with: optional external email, optional expires in hours, and required Evidence Pack(s).
Access links can be revoked at any time.