vCIOToolbox has simplified customer portal access and has made it easy for users to be added to the system.
1. To add a user to the customer portal, navigate within the KAM, QBR, or GRC module to the Customers menu and click.
2. Click on your customer and navigate to your customer contacts.
3. Once you arrive at the customer table, click on the green computer icon to invite the user into the user portal.
4. The user will be invited to the portal and will set up their password. Once inside, they will have access to the module meeting view data. If they have been delegated any assessments or assigned to any policy, those areas will be accessible in the system.
Available resources
- Delegation
- Business Summary (QBR view)
- Risk and Compliance (GRC view)
- Approvals - (Requires Policy Module Subscription)
If you have any questions, please contact support@vciotoolbox.com.