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Overview

Note: Please contact your Customer Success Manager if you’re interested in enabling the Secure Access Portal on your Org.

The Secure Access Portal is an application that allows for the confidential submission of sensitive information. Portal URLs with the Secure Access toggle enabled will allow submitters to access their submissions at any time to add additional details to their reports, and communicate with the Resolver user reviewing their report.

Confidential Submissions

When entering their contact details on a Confidential Portal form, submitters can decide if they want to remain confidential, 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, but this feature is called Confidential instead of Anonymous because Resolver does store IP address in access logs and submitters email in Resolver internal logs, as we need it for technical and security reasons. 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/ warrant) or for emergency purposes if the submitter is in imminent danger (with approvals from our legal department).

Related Information/Setup

For further information on creating a Secure Access Portal URL for confidential login, please refer to the Creating a Secure Access Portal article.

For further information on accessing a Secure Access Portal report, please refer to the Accessing a Secure Access Portal Report article.

For further information on responding to a Secure Access Portal message in Resolver, please refer to the Secure Access Portal Communications article.

Using the Standard Secure Access Portal

1. Using the Secure Access Portal login URL, access the Secure Access Portal.

2. From the Create a New Report section, click the Create Report button.

Create Report Button

3. Read the Privacy Policy and click the Acknowledge button.

Acknowledge Button

4. (Optional): If the Anonymous Submission section appears, under Remain Anonymous, click the Yes button to submit the conversation as confidential, or the No button to submit it without confidentiality.

   

   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

5. Click the Submit button.

Submit Button

6. Once the report is submitted, the submitter will be taken to the Your report has been submitted screen and provided with a Submission Key and Access Code. Click the Copy button to copy Submission Key and Access Code to your clipboard and paste it in a secure file or password manager on your device.

Warning: The submitter must note their Submission Key and Access Code as they cannot be recovered.

Submission Key and Access Code

7. To access your report after it has been submitted, please refer to the Accessing a Secure Access Portal Report article.

Using the Enhanced Secure Access Portal

1. Using the Secure Access Portal login URL, access the Secure Access Portal.

2. From the Create a New Report section, click the Create Report button.

Create Report Button

3. Read the Privacy Policy and click the Acknowledge button.

Acknowledge Button

4. (Optional): If the Remain Anonymous section appears, under Do you wish 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 anonymous 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

      

5. Enter the submission details in the fields provided.

6. Click the Submit button to submit the submission.

Submit Button

7. Once the report is submitted, the submitter will be taken to the Your report has been submitted screen and provided with a Submission Key and Access Code. Click the Copy button to copy Submission Key and Access Code to your clipboard and paste it in a secure file or password manager on your device.

Warning: The submitter must note their Submission Key and Access Code as they cannot be recovered.

Submission Key and Access Code

8. To access your report after it has been submitted, please refer to the Accessing a Secure Access Portal Report article.