Getting Started with the OneTrust Platform
As you get started with OneTrust, please note the following differences between your OneTrust account and myOneTrust.
- OneTrust Account
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: This is your organization's unique instance of the OneTrust platform accessed through the OneTrust URL for the environment in which your OneTrust account is hosted, such asapp.onetrust.com,app-eu.onetrust.com, etc. for shared environments, or if applicable, your custom platform domain, such as yourcompany.my.onetrust.com. For more information, seeAbout OneTrust Hosting Options, Locations, and Backup.
- myOneTrust
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: This is the official online community and knowledge base for OneTrust users, partners, and experts accessed through themy.onetrust.comURL. Site Admin users within the OneTrust account will automatically be granted access to myOneTrust and will just need to set up a password upon first access. Any other users requiring access to myOneTrust can contact their OneTrust consultant (if applicable) or self-register.
The OneTrust interface is comprised of the following key elements to help you navigate throughout the platform seamlessly. You can use this article as reference when getting started with the OneTrust platform.
Login Screen
In order to access the OneTrust platform, you will need to enter the OneTrust URL for the environment you use in the address bar of your browser. The Login screen will appear, where you will enter your login credentials for the OneTrust platform.
Please note that your environment URL, such as app.onetrust.com, app-eu.onetrust.com, yourcompany.my.onetrust.com, etc., is different than the myOneTrust URL, my.onetrust.com. Login credentials for these URLs are configured separately.
Platform Homepage
By default, users land on the homepage once they log into the OneTrust Platform. On the homepage, you can navigate to available products within the platform, review assigned actions and tasks assigned to you along with the associated due dates, and view any new announcements (if configured by the Site Admins). For more information, see Using the OneTrust Platform Homepage.
Global Header
The Global Header is accessible from every screen within the platform. The following icons are available on the Global Header.
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Name |
Icon |
Description |
|---|---|---|
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Application Launcher icon |
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Click this icon to load the main navigation menu, where you can launch products. |
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Gear icon |
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Click this icon to navigate to Global Settings. |
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Help icon |
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Click this icon to find helpful resources through the OneTrust Knowledge Base or contact OneTrust Support. |
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Platform logo |
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Click this icon to navigate back to the homepage. |
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Notifications icon |
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Click this icon to access the Notifications popover, which provides a quick summary of recent notifications. |
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Organization icon |
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Click the organization name to view the organizational hierarchy. You can select one of the visible organizations within the hierarchy to load the respective child organization. |
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Tasks icon |
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Click this icon to navigate to the Tasks section of the Alert Center. |
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User icon |
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Click this icon to define user preferences, identify your role(s) within a given organization, configure visibility of product tutorials, set language preferences, and more. |
Main Navigation Menu
The main navigation menu is used to launch a variety of products. You can access the main navigation menu by clicking the Application Launcher icon in the upper left-hand corner. The Application Launcher icon is accessible from every screen in the platform, which allows you to quickly navigate between products, as needed. For more information, see Using the Main Navigation Menu.
Invited users who access the platform from an email link will not be able to access the main navigation menu and switch to other products.
Product Menu
When you navigate to any product in the platform, you can use the Product Menu to access a variety of functions available within the product. When you click an item on a Product Menu, you will be directed to the respective screen, where you can utilize the features that the product has to offer.
Search
The Search field in the Global Header allows you to search for specific records or screens within the platform. Results will appear within the Search popover that displays specific records across the platform as well as any screens listed on the navigation menu that matches the words you entered. For more information, see Searching for Records and Screens in the OneTrust Platform.
Alert Center
The Alert Center is the central hub for notifications and tasks created throughout the platform. When you access the Alert Center, the Notifications section appears, where you can find a list of notifications that alert you of activity within the platform. For more information, see Viewing Notifications in the OneTrust Platform.
Alternatively, you can access a list of assigned tasks by selecting Tasks on the Alert Center menu or by clicking the Tasks icon . The Tasks screen appears with a list of tasks in which you are either an assignee or collaborator. For more information, see Viewing Tasks in the OneTrust Platform.
Global Settings
Global Settings includes frequently used settings related to day-to-day activities as well as a variety of resources that can help you stay informed on updates to the platform, expand your knowledge, and connect for support. On the Global Settings menu, you'll find settings configurable in the platform. In addition, some settings in OneTrust can be configured per organization while others are configured globally for the account. For more information, see OneTrust Settings Overview.
User Preferences
You can click the User icon and select User Preferences to configure user-specific settings. User Preferences provides you with general settings that you can customize for your specific user experience within the platform. Here you can change your password, configure the format of how dates and times appear in the platform, manage the organization that appears by default when you log into the platform, and so on.
Help Center
You can click the Help icon to access available options to help you with the platform. The following options are available on the Help menu:
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Get Help
You can select Get Help to open the Help Center pane, where you can search the OneTrust Knowledge Base directly in the platform. In the Search field, you can enter a description of the topic you want to learn more about. Available product documentation will then populate within the Help Center pane, where you can review features and procedures on how to configure your system to best support your needs. Selecting the link for any article will redirect you to myOneTrust where you'll be automatically logged in via Single Sign-On (SSO).
You can also click the Contact Us button on this pane to either access the support portal form on myOneTrust or submit feedback to an internal user in your organization, depending on the configuration of the Customize Support Message setting on the Help Center screen within Global Settings.
Note:For more information about configuring Help Center settings, see Help Center Settings.
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Product Feedback
You can select Product Feedback to share feedback with OneTrust to help us better serve our customers and help them to achieve success using our products. Site Admin users can enable or disable whether feedback can be submitted by other users in Global Settings. For more information, see Product Satisfaction Surveys.
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Visit myOneTrust
You can select Visit myOneTrust to quickly navigate to myOneTrust, the official online community for OneTrust users, partners, and experts, where you'll be automatically logged in via Single Sign-On (SSO). For more information, see Welcome to myOneTrust.
OneTrust Platform Version
You can identify the version of the OneTrust Platform that your account is currently on either via the Login screen or the About OneTrust modal. When logging in to the platform, you can find the version on the Login screen. You can also view the version on the About OneTrust modal, which you can access by selecting About OneTrust at the bottom of the main navigation menu.