Documentation
Detailed feature descriptions for each platform module.
Trust Center
A branded compliance portal your customers and prospects can access directly — no logins to your internal tools required. Manage who sees what, publish rich content across multiple sections, and track every interaction.
- Branded public trust portal — Publish a fully customizable portal under your own domain with your logo, colors, and sections that convey trust to your audience.
- Passwordless magic-link authentication — Subscribers access restricted content via a secure magic link sent to their email — no passwords to manage or forget.
- Subscriber approval workflow — Review and approve or reject access requests from visitors. Control exactly who can see your sensitive compliance documentation.
- Profile-gated content visibility — Set visibility per section and content item — public, authenticated only, or restricted to specific subscriber profiles.
- Rich text sections with file attachments — Organize content into named sections with rich text, drag-and-drop ordering, and file attachments. Supports versioned documents with update notifications.
- Multilingual content and UI — Serve content in multiple languages with an integrated language switcher, so international customers see the portal in their preferred language.
- Activity log with stats — Track subscriber activity — page views, document downloads, and access patterns — with filterable logs and summary statistics.
Risk Management
A risk module built for daily use, not just annual audits. Define your own risk matrix, maintain a live register with owners and categories, and see exposure at a glance through interactive heat maps.
- Inherent and residual risk heat maps — Visualize your risk landscape on interactive heat maps that overlay risks onto your configured matrix for both inherent and residual exposure.
- Configurable likelihood × impact matrix — Define your own scales, labels, and per-cell colors. Save named configurations and maintain version history with rollback capability.
- Risk register with drag-and-drop categories — Group risks into custom categories and reorder both categories and individual risks via drag-and-drop to reflect your priority view.
- Inherent and residual risk scoring — Record inherent risk scores before controls and residual scores after — giving a clear picture of actual vs. theoretical exposure.
- Owner assignment and status management — Assign a risk owner from your team to drive accountability. Track treatment status and move risks through your workflow with quick actions.
- Versioned matrix snapshots with rollback — Every matrix change is versioned. Review historical configurations and roll back to any previous version when needed for audit purposes.
- Archive and restore risks — Archive risks and categories that are no longer active without losing historical data. Restore them at any time if circumstances change.
Trainings
Run compliance and onboarding training campaigns from authoring to completion tracking — without a separate LMS license. Create versioned content, schedule campaigns, and let employees complete trainings at their own pace.
- Training library with versioned content — Author trainings with multiple versions. Lock a version when it is ready, clone it to create a new draft, and keep a full revision history.
- Step editor (text, file, quiz) — Build multi-step trainings with rich text content, file attachments, and interactive quizzes. Each step can require acknowledgement or a passing score.
- Onboarding and standard campaigns — Create continuous onboarding campaigns tied to employee start dates, or time-bound standard campaigns for specific groups and topics.
- Campaign creation wizard — A guided four-step wizard to choose the campaign type, configure timing, add trainings, and select participants — all in one flow.
- Step-by-step training player — Employees work through training steps in a dedicated player with a sidebar progress tracker, quiz interaction, and acknowledgement checkboxes.
- Employee completion tracking — See in real time who has started, completed, or not yet begun each training. Track overdue enrollments and manage exceptions.
- Manager reporting dashboard — A dashboard view of enrolled, completed, in-progress, and overdue counts across all campaigns with direct links to campaign details.