Compliance Portal quickstart
Create a Compliance Portal, complete its public profile, add approved content, review access controls, preview it, and activate it.
This guide takes you from an empty organization to an active Compliance Portal.
Prerequisites
Section titled “Prerequisites”- Access to an organization in the Probo console
- Permission to create and update Compliance Portals
- Approved content to publish
Create and launch a portal
Section titled “Create and launch a portal”-
Create the portal
Open Compliance Portals in the organization sidebar and select Create Compliance Portal. Enter the legal or customer-facing entity name, then create the portal.
Creating a portal assigns it a public URL and opens its configuration page. The portal remains inactive until you enable it.
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Complete the public profile
Open the Brand tab. Add a description, website URL, contact email, and headquarters address. Upload separate logos for light and dark backgrounds if needed.
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Add public content
Use the References, Commitments, Audits, Documents, Files, and Subprocessors tabs to choose what the portal presents. Adding an internal record to the portal is a separate action; records are not published automatically.
See Publishing content for the available content types and visibility settings.
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Review access controls
On the Overview tab, upload an NDA if visitors must accept one. For each document, audit report, or portal file, confirm whether its visibility should be Public or Restricted.
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Review the configuration
Check the profile, links, content labels, visibility settings, and public URL. Inactive portals return a not-found response to visitors, so activate the portal before testing the public experience.
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Activate and verify the portal
Return to Overview and enable Activate compliance portal. Once active, use Open in the page header to visit the portal. Verify it while signed out and, if you publish restricted content, with a visitor account.
Search engine indexing can be enabled only while the portal is active. Leave it disabled if the portal should not be included in search engine indexes.