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Compliance Portal

Compliance Portal Manager Roles

Delegate day-to-day compliance portal work with two focused roles, so teammates can manage portal content or approve visitor access requests without full organization admin access.

Compliance Portal Manager Roles screenshot

Not everyone who touches your compliance portal needs the keys to the whole organization. Two new roles fix that: Compliance Portal Manager, for people who manage the portal’s content full time, and Compliance Portal Access Manager, for people who only approve visitor access requests.

Assign either role to a teammate and they get exactly the surface they need, nothing more. It is a smaller grant than admin, and a more specific one than a general member.

If you have been adding people as admins just so they can review portal access requests, this is the role built for that instead.

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