Using the OneTrust Platform Homepage

The My Apps widget provides a carousel of all available products that the logged-in user has permission to access. You can use the arrows at the top of this section to scroll through the various modules. Favorited products appear at the beginning of the carousel, providing you with the ability to navigate to those products with a single click. You can also favorite additional products by clicking the Star icon on the respective tile.

You can view a list of all products within the platform by clicking the All Apps button. Once clicked, tiles appear for all products within the platform. You can hover over each tile to read a brief summary of the product as well as explore the product with a guided product tutorial. Site Admins can utilize this view to explore and start trials for other products that might be useful to the organization.

The Assigned Actions widget includes a searchable list of assigned actions and tasks assigned to the logged-in user, associated deadlines, and links that navigate the user to where actions and tasks can be completed. There are two different types of items that appear in this section: assigned actions, which require the action to be completed within the source object, and tasks, which can be marked as completed outside of the source object.

The Assigned Actions widget is organized into two tabs: Active and Completed. Assigned actions and tasks that have not been completed by the user will appear on the Active tab, and completed actions and tasks will appear on the Completed tab. The following fields are available in this widget:

Field

Description

Type field

The Type field at the top of the widget can be used to filter users' assigned actions and tasks by the source object type.

Due date field

The Due date field at the top of the widget can be used to filter users' assigned actions and tasks by their relative due date.

Search field

Enter key words to locate a specific assigned action or task.

Name column

Name of the assigned action or task along with a link. For assigned actions, clicking the link will redirect you to the source record within the respective product. For tasks, clicking the link will open the Task Details pane, where you can review additional details about the task. You can click the Name column to sort the assigned actions and tasks by either ascending or descending alphabetical order.

Type column

Source object type for the assigned action or task.

Due date column

Date by which the assigned action or task should be completed. You can click the Due date column to sort the assigned actions and tasks by either ascending or descending date order. The appearance of the due date values within this column will vary based on the due date.

• If an assigned action or task is due in 8 days or more, the due date value will appear in black text.

• If an assigned action or task is due in 7 days or less, the due date value will appear in orange text.

• If an assigned action or task is overdue, the due date value will appear in red text.

In the Announcements widget, you can view announcements that your Site Admins have configured for your organization. Site Admins can display up to three active announcements at once and can create, manage, and schedule announcements directly from the homepage using a live editor, streamlining the announcements process and ensuring key messages are communicated effectively to all users within the organization and related child organizations.