Configuring the Self-Service Portal

You can configure the Self-Service Portal to better suit the needs of your organization and more effectively manage your organization's user experience.

To add a template

  1. On the Main Navigation menu, select Self-Service Portal. The Self-Service Portal appears.

  2. Click the Configure button. The Self-Service Portal Configuration screen appears.

  3. Select the template you would like to configure.
  4. Click the Add Template button. The Add Template modal appears.

  5. Complete the fields and configure settings. For more information, see Add Template Screen Reference.
  6. Click the Add button.

    To save the template and immediately add another, click the Save and Add New button.

Add Template Screen Reference



Setting

Description

Template

Select the template you want to add.

Enable Direct Launch

Enable this setting to allow the user to launch an assessment without entering a name or configuring the project settings.

Allow user to select primary record

Enable this setting to allow the user to select the primary inventory record being assessed.

Note: This setting is only available for templates that contain an inventory question configured as the Primary Record.

Allow user to select respondent

Enable this setting to allow the user to select the respondent for an assessment launched through self-service.

If this setting is disabled, assessments with this template will automatically be assigned to the user who launches the assessment.

Allow user to select approver

Enable this setting to allow the user to select the approver for an assessment launched through self-service.

If this setting is disabled, the assessment will be assigned to the default approver for the organization.

Allow user to select organization

Enable this setting to allow the assessment creator to assign the managing organization for an assessment.

If this setting is disabled, the assessment will automatically be assigned to the organization of the assessment creator.

Customize Instructional Message

Enable this setting to provide instructional text that appears when users launch an assessment via standard launch.

To generate a filtered Self-Service Portal link

You can generate a link that takes users directly to a filtered view of the Self-Service Portal that includes only the selected assessment.

This link can be embedded in sites and added to emails to direct users to a streamlined self-service experience for ease of use.

Note:

When using a Self-Service Portal link to access OneTrust, users will still be able to access other areas of the application, depending on the permissions assigned to the users' roles.

  1. On the Self-Service Portal, click the Configure button. The Self-Service Portal Configuration screen appears.

  2. Click the Context Menu icon button of the template to which you want to create a link.
  3. Select Get Link. The Link To This Template modal appears.


  4. Click the Copy button.