The Portal settings

Note: Add the Domain names (the email suffix) that the Portal users use.

New Events and Registers can be created by non TriLine GRC users in the TriLine Portal. The Portal settings are located in the main menu Maintenance | Configuration Page, ‘Portal’ tab.

The Portal is designed for all the people in your organisation who do not require access to TriLine GRC, but are still required to record Events and Registers, and require access to read documents. Access to the portal requires a Portal User ID and internet access to the Portal URL.

People in your organisation who have an email address can self register themselves, and depending on the setting below, be able to access the Portal immediately. Otherwise, after registering a Portal User ID, they must wait for access to be approved by your TriLine administrator, before using the Portal. The subject and body of this waiting for approval notification is also configurable.

Administrators can also register Portal User IDs.

The Configuration 'General' tab

The Configuration ‘General’ tab

The Configuration ‘Portal’ tab elements

ID

Element

Description

1

‘Show Captcha’ switch

Set this switch on if you require additionally login security.

2

‘Show Portal History’ switch

Set this switch on to allow the logged in user to see limited information of still ‘open’ records of the Events and Registers they created.

3

‘Registration Approval’ switch

Set this switch on to require Administrator approval of all self registering Portal users.

4

‘Approval Required Subject’ field

Only used if 3 is selected. Enter the Subject line of the notification email of pending approval to the self registering Portal user.

5

‘Approval Required Message’ field

Only used if 3 is selected. Enter the body of the notification email of pending approval to the self registering Portal user.

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