Article Content

Overview

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

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.

After submitting a Secure Access Portal report, the submitter will be provided with a Submission Key and Access Code which can be later used to access their report, view updates to their report, and share more information or evidence. Submitters can remain anonymous while still having access to their reports.

Submitters can choose to communicate with the Resolver user reviewing their report (for example, a member of the E&C team or an Investigator). This allows investigators to request clarification or additional details, leading to more complete reports.

Related Information/Setup

Please refer to the following articles for further information:

• Creating a Secure Access Portal
• Using the Secure Access Portal
• Secure Access Portal Communications

Accessing a Secure Access Portal Report

1. Using the Secure Access Portal login URL, access the Secure Access Portal.
2. From the Access an Existing Report section, enter the Submission Key and Access Code you received when you submitted the report.

Access an Existing Report Section

3. Click the Access Report button.

Access Report Button

4. Depending on how the Secure Access Portal form and permissions are configured, the submitter can add more details to the report.

Note: File attachments and images uploaded to the portal will be scanned for malware, ransomware, and other malicious payloads before being attached to an object. Files blocked by the File Scanner are never stored and are automatically removed.

5. From the Communications tab, the submitter can view communications with the Resolver user reviewing their report.

Communications Tab

6. To respond to a message, begin typing in the textbox under the Messages section.

Message Textbox

7. Click the Send button to send the message.

Send Button

8. Click the Exit Report link to navigate back to the Portal landing page.

Exit Report Link