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 communicate with the Resolver user reviewing their report. Resolver users can respond to these messages from the Communications tab of the submission object.

Communications Tab

Note: The count on the Communications tab reflects of the total number of messages and comments for that object.

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 using a Secure Access Portal login URL, please refer to the Using the 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.

Responding to a Secure Access Portal Message

1. From the Communications tab of the submission object, begin typing in the textbox under the Secure Access Portal message to respond to it.

Message Textbox

2. Click the Send button to send the message.

Send Button

3. The message will be posted, including the ID of the user who created the message, date, and time.

Sent Message

Note: If the submitter has opted in to emails, you can also communicate with them via email on the Secure Access Portal report.