Note: Administrators can restrict Portal user access to selected domains. See configuration section Managing Domain Names for more information.
Who can use the Portal
The TriLine GRC Portal allows the creation of Events and Register records, and if the module is installed, for Documents to be read and downloaded.
The Portal can be made available to all members of your organisation. Existing TriLine GRC users automatically have access to the Portal with their current login credentials.
All portal users must have their own login credentials. Login credentials can be allocated by your Administrator, or via the self registration process using the Register link on the Portal login screen.
All new Events and Registers created in the Portal are automatically recorded to the TriLine GRC system. The Owners of each Event and Register type will process these records in the TriLine GRC system.
Depending on the configuration of your Portal, a Portal User may also review all of their Event and Register records here while the record is not Closed.
How to get to the Portal
If you have receive a notification email informing you that you are registered to use the Portal, following the instructions in that email. Otherwise:
Use your web browser to access the Portal URL:
In your browser’s address bar, type the URL for your organisation’s Portal. This will be in the form:
https://site/portal.aspx
where site is the address of your system. Contact your Administrator for these details.
Add this site to your Browser Favourites or Bookmarks for easy access next time.
Procedures
Login to the Portal
Depending on how your Administrator has configured your Portal will determine if you will be required to entered a Security Code when logging in.
Login with Single Sign On (SSO)
Enter the Portal URL into your browser (or click your Portal favourites link).
You will be automatically login and be presented with the Portal page.
Login (without a Security Code requirement)
Enter the Portal URL into your browser (or click your Portal favourites link). The Portal login screen will appear.
Enter your TriLine GRC or Portal User ID in the User ID field 1, press tab,
Enter your TriLine GRC or Portal Password in the Password field 2,
Press Enter or , or click the Login icon 6. If your credentials are correct, you will be logged in.
Login with a Security Code
Enter the Portal URL into your browser (or click your Portal favourites link).
Enter your TriLine GRC or Portal User ID in the User ID field 1, press tab,
Enter your TriLine GRC or Portal Password in Password field 2, press tab twice,
Enter the displayed Security code 3 into the Security code field 5,
Press enter, or alternatively click the Login icon 6. If your credentials are correct, you will be logged in.
The Portal Login page elements
Note: The displaying of 3, 4 and 5 is determined by the settings configured by the Administrator.
The Portal Login page elements
ID
Element
Description
1
‘User Id’ field
This is either your TriLine GRC or Portal User ID.
2
‘Password’ field
This is either your TriLine GRC or Portal password
3
Security code
Enter the value presented into the Security code field 5.
Note: A different code is presented each time the login screen is displayed.
4
‘Show another code’ icon
Click this icon to change the value display in the Security code 3.
5
‘Security code’ field
Enter the value displayed in the Security code 3. If there is difficulty reading the value in the security code 3, use Show another code 4 to change the value.
6
‘Login’ icon
Click this icon to trigger a login attempt to the Portal.
Note: If you do not have a company email address, do not use this link. Instead communicate with your Administrator to create a Portal user id and password for you.
Note: If you are Portal User without a company email address, do not use this link. Instead communicate with your Administrator to have your Portal password reset.
9
‘Password safety’ rating
A 5 Star password consists of at least 8 characters made of at least: 1. one lowercase letter 2. one uppercase letter 3. one number 4. and one of these special characters !@#$%^&*=
10
Page Help icon
Click this icon to display help on how to use this page.
Self Register as a Portal User
Note: If your site is setup as Single Sign On (SSO), do not use Self Register. Instead, request your Administrator to create a Portal user id and password for you.
Note: If you do not have a company email address, do not use this Self Register. Instead, request your Administrator to create a Portal user id and password for you.
If you do not have a TriLine GRC login, or a Portal User login, (and the two previous caveats do not apply) you may Self Register as a Portal User.
From the Login screen, click the Register link (see item7 above). The following Portal User Registration screen will display:
Enter your details. All fields are mandatory. The email address must be in a valid domain of your company. The Password must be at least 8 characters long and be of 5 star strength.
Click the forward 12 icon to complete the Self Registration process. If successful, a notification email is sent, check your Inbox. Depending on your Site’s configuration, you will either receive a :
Follow the instructions in you email notification.
The Portal User Registration elements
The Portal Login page elements
ID
Element
Description
1
‘User Id’ field
This is either your TriLine GRC or Portal User ID. Follow your company recommended user id format.
2
‘First Name’ field
Enter you First Name.
3
‘Surname’ field
Enter your Surname.
4
‘Business Title’ field
Enter your full company business title.
5
‘Email’ field
Enter your company email address.
6
‘Password’ field
Enter a password at least 8 characters long and of 5 star strength. Capitals, numbers and special character increase strength.
7
‘Password Strength’ icon
This indicates the strength of the password enter in the Password field 6. A Password safety rating of 5 Stars consists of at least 8 characters made of at least: 1. one lowercase letter 2. one uppercase letter 3. one number 4. and one of these special characters !@#$%^&*=
8
‘Confirm password’ field
Duplicate the password you typed in the Password field 6.
9
‘Secret Question’ selector
Select one of the Secret Questions.
10
‘Answer’ field
Type an answer to the question you selected in 9.
11
Cancel Registration Icon
Click this icon to leave this page and cancel the registration process.
12
Complete Registration Icon
Click this icon to complete your registration process.
Self Activation Confirmation Process
1. Confirmation Message
The following message will be displayed if you system is configured to allow Self Activation:
2. Confirmation email and Activation
Open the Confirmation email notification and click the Activate… link:
3. Activated login
The link will open to the Portal login screen and display that the activation was successful. Enter your login details:
The following message will be displayed if you system is configured to require Administrator approval for Portal Registration:
2. Notification email
Additionally you will also receive a notification email:
3. Administrator Approval notification email with login link
When the Administartor approves your Portal request, you will receive an email notification with a link to the Portal login screen. Click the URL to the Portal. Enter your login details:
