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Contents

Overview

The purpose of this guide is to enable the ITAM administrator to understand the tool and its many features which provide the power to quickly generate assessment questionnaires and use them to provide governance and oversight to their constituencies.

Navigating the ITAM Admin Portal

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The ITAM Admin Portal interface consists of five main sections.

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ITAM Layout

1. User Profile and Supplementary Navigation

This button displays the logged in admin’s name and when pressed, provides access to an administrator's user profile and provides a secondary navigation option for most of the buttons on the screen.

2. Main Navigation

The Main Navigation provides access to the main features of the ITAM Admin Portal. See the Functional Areas section below for more information.

3. Logout Button

Provides a quick way for an administrator to log out when they are done working in the ITAM Admin Portal.

4. Help Button

Provides access to information on how to use the ITAM Admin Portal.

5. Content Area

The Content Area provides the main working area for interacting with the capabilities of the ITAM Admin Portal.

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Functional Areas

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The ITAM Admin Portal consists of six (6) main functional areas, each accessible from the main menu.

Form Manager

Allows an administrator to create, edit, and manage the forms your entity will use to gather information and to assess and facilitate compliance.

Report Manager

Allows an entity to create, edit, and manage their reports.

Theme Editor

Allows an administrator to manage the way their forms look when a user interacts with them.

User Manager

Allows an administrator to create, edit, and manage administrative users, examiner users, portal entities, and portal users.

Template Manager

Allows an administrator to create and edit the templates used for generating documents using a WYSIWYG Rich Text Editor.

System Settings

Allows an administrator to Configure system-wide settings.

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