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The purpose of this guide is to enable you, the ITAM administrator, to understand the tool and its many features which provide the power to quickly generate assessment questionnaires and forms for assessing compliance and to use them to provide governance and oversight to their constituenciesthe entity or entities you support.

Navigating the ITAM Admin Portal

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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 you 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 you to create, edit, and manage their reportsreports, which are meant to quickly give you an overview of the data entered into your forms.

Theme Editor

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

User Manager

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

Template Manager

Allows an administrator you to create and edit the templates used for generating documents using a WYSIWYG Rich Text Editor. Templates are used for generating documents from form data.

Additional Configuration Options

Some options that allow an administrator or user you to configure your profile or other aspects of ITAM.

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