Manage Trust Portal Assessments, Control Sets, and Documents

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Need to share your profile and set terms and conditions? Check out this knowledge base article.

Managing Trust Portal Control Sets

Once Control Sets have been added to your Trust Portal Profile they will be displayed under the Control Sets tab.

You can then add a description, tags, or supporting documentation.

Select the Control Set to see the Viewer screen which presents the details of the policy when viewed by someone you have invited to access your Trust Portal.

Use the arrow (3) to switch between control sets and also click on the arrow point down to see a full list of the Control Sets and select the one you would like to.               

At the bottom left of each control select or deselect a detailed view of each item, including responsibility and description.

  1. Control Set name.
  2. Search for a specific Control Set. 
  3. View and Select the appropriate Control Set by clicking in the arrow pointing down.
  4. Details of the Control Set which will match with #3.
  5. Download a PDF file of your Control Sets, once you click Download a window will pop-up asking whether you "Would like to include linked provisions in the PDF" and click Yes or No and PDF file will download with the Control Sets details. 

    Note - external users invited to view profile do not have the ‘Download’ option. It’s only shown for internal users.

Managing Trust Portal Assessments

For Assessments, you can review the following results when you select the results.

1. Search for specific questions/answers.

2. Filter results.

3. View specific domains.

Access to Attachments

When you share either Question or Requirements-based assessments within your profiles, you have the option to share attachments linked to responses. To do this, click on the assessment within your trust profile.

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For Question-based assessments, click the Manage Access button and either enable or disable the "allow user to see all attachments linked to a response" switch.

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For Requirement-based assessments, click the Manage Access button and Attachments tab to access the switch. 

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Access to Requirement-Based Assessment Fields

When you share Requirements-based assessments (RBA) within your profiles, you have the option to control which fields are visible and limit which RBA fields are visible. To do this, click on the Manage access button within your selected assessment. 

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All fields will be visible in the right-window within the application. The eye icon controls which fields are displayed within your trust profile, where green displays the chosen field and grey is hidden.

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Managing Documents

When selecting your Documents, the file attached will download to your device. 

 To link Assessments/Control Sets to a document. Select the + icon under Link Assessments/Control Sets.

Select the Assessment or Control Set you wish to link by clicking the + icon and then Add button on the bottom right.

Once that is completed you can no view your linked Assessment/Control Set in your profile.

Note - The same document can also be viewed/downloaded from the linked item ‘Documents’ as shown below

Removing Data from Profiles

To remove an Assessment, Control Set, or Document simply select the X icon option to the right, and a pop-up will appear giving you options to confirm or cancel.

Select More at the top right of the screen and click on Preview to view the information and layout that your users will have.

And this is how the layout will look for the user. Select the Control Sets tab to view the Control Sets you have selected to share.

Publish your Trust Profile

Once you are satisfied with the information in your Trust Portal, update the status from Inactive to Live from the top right of the Trust Portal screen.

Select Share Profile and search or Add User with whom you wish to share your Trust Portal profile (1). Then click Add User (2). 

To invite new users enter their contact information and then select invite.

To Manage Users select the ellipsis button and the dropdown User Managment will appear.

Here you can view all users. Select the Add Users button to add new users.

Here you can Add Users to Profiles by adding searching by name or entering a valid email.

The Trust Portal users screen provides the ability to manage users and profile access of all contacts that have been sent an invitation.

Reorder Profiles

Users have the ability to reorder their profiles any wat they like. From the profile section you can now grab (click and hold) each profile and move them to their desired location.

Note - Extenral users will be able to see in the same order you place them in. 

You can also use this feature to reorder items in your profile.

 

For information on how to Register and Access Trust Portal Profiles via Email Invitation click here