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Overview

The Anonymous Portal is an application that allows for the anonymous submission of sensitive information. For example, an Incident Submitter wants to report something to their company but is concerned about backlash for disclosing sensitive information.

Tip: To increase security measures, rate limiting on the number of logins and on the number of submissions created during a session can be implemented on your Org. Please contact your CSM or the Services team if you're interested in enabling this feature.

Anonymous Submissions

When entering their contact details on an Anonymous Portal form, Submitters can decide if they want to remain anonymous, and Resolver will generate an alias for them. Submitters do not require direct system access and can still reply and continue the conversation using a unique email object ID, hiding the submitter's identity. 

User Data

All Submitter user data is encrypted. There is no way for anyone to access this information without Resolver’s help.

We would only release this to an Administrator if required by law (court order or warrant) or for emergency purposes if the Submitter is in imminent danger (with approvals from our Legal department).

Related Information/Setup

For further information in using Portals in Resolver, please refer to the Anonymous Portals Overview article. 

To generate an Anonymous Portal URL link for an external stakeholder, please refer to the Generating a New Portal URL article. 

To create a Portal URL for anonymous login, please refer to the Creating a Portal URL article.

Using the Standard Anonymous Portal

1. Using the Anonymous Portal login URL, access the Anonymous Portal.
2. Read the Privacy Policy and click the Acknowledge button.

Acknowledge Button

3. (Optional): If the Anonymous Submission section appears, under Remain Anonymous, click the Yes button to submit the conversation anonymously, or the No button to submit it without anonymity.

   

   Anonymous Submission Section

   • If you chose No, enter your name and email address to receive email communication regarding the submission. Next, enter the submission details in the fields provided. 

   

   Remain Anonymous - No

   • If you chose Yes, enter the submission details in the fields provided. 

   

   Remain Anonymous - Yes

4. Click the Submit button to submit the submission.

Submit Button

5. Once the submission is confirmed, users can click the Exit link to end their session.

Exit Link

6. From the You Have Exited the Portal screen, users can click the Access Portal button to access the Portal again or open a new browser tab and access Resolver with their credentials.

Access Portal Button

Using the Enhanced Anonymous Portal

Note: If you are interested in enabling this feature, please contact your Customer Success Manager.

Note: The Enhanced Anonymous Portal can be used only if the Allow users to submit form anonymously option is enabled on all Portals in the Org.

1. Using the Anonymous Portal login URL, access the Anonymous Portal.
2. Read the Privacy Policy and click the Acknowledge button.

Acknowledge Button

3. (Optional): If the Remain Anonymous section appears, under Do you want to remain anonymous?, click the Yes button to submit the conversation anonymously, or the No button to submit it without anonymity. 

   

   Remain Anonymous Section

   • If you chose Yes, the Do you consent to confidential email communication? option will appear. Click the Yes button and enter your email address to receive confidential email communication regarding the submission. Click the No button to not receive any email communication. 

     

     Email Address Field

4. Enter the submission details in the fields provided.

5. Click the Submit button to submit the submission.

Submit Button

6. Once the submission is confirmed, users can click the Exit link to end their session.

Exit Link

7. From the You Have Exited the Portal screen, users can click the Access Portal button to access the Portal again or open a new browser tab and access Resolver with their credentials.

Access Portal Button