Learn how to manage access permissions for your Trust Portal profiles
The Trust Portal lets you share your internal risk and compliance assessments, control sets, and documents with your customers, regulators, and anyone else who needs access to your risk and compliance information.
You can set up separate profiles so that these people can see information relevant to them.
Table of contents
- What is an access member?
- Assigning access members to a Trust Portal profile
- Permission settings related to Trust Portal profile access
What is an access member?
An access member of a Trust Portal profile is a user who is specifically given access to that profile.
When a non-admin user creates a Trust Portal profile, they are automatically added as an access member to that profile.
By default,
- Administrators have access to all profiles,
- Users (that are not administrators) can see and access a profile when they are either added to the profile's access members list, or if they have the Trust portal view all profiles permission turned on.
To learn the difference between an access member and an owner, head here.
Assigning access members to a Trust Portal profile
Go to Trust Portal and select the profile that you want to assign access members to. Click More > Profile settings.
Find the Access members field. Add and remove users as needed, and your changes are saved automatically.
If you encounter permission errors while viewing this page and/or editing this field, please review your permissions.
Permission settings related to Trust Portal profile access
Permissions can be set at either the user level or the role level.
There are a few permissions related to Trust Portal profile access, namely:
- Trust portal access member: Allows users to view the assigned access members to the profiles they are also assigned as access members to. With this permission off, the field will appear blank in the profile settings.
- Manage access member for trust portal profile: Allows users to add and remove access members to the profiles where they have edit permission (the edit permission is Trust portal profile manage).
- Trust portal profile view: Allows users to view profiles that they are assigned to.
- Trust portal view all profiles: Allows users to view all profiles.
To change these permissions for an individual user, go to Administration > Users (1), click on the user (2), click Permissions (3) and you can search for the permission by using the browser search function e.g. Ctrl + F.
To change these permissions for a role, go to Administration > Roles, click on the role, click Edit and go to the Permissions tab, where you can search for the permission by using the browser search function e.g. Ctrl + F.
