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.
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The ITAM Admin Portal interface consists of five main sections.
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.
The Main Navigation provides access to the main features of the ITAM Admin Portal. See the Functional Areas section below for more information.
Provides a quick way for an administrator to log out when they are done working in the ITAM Admin Portal.
Provides access to information on how to use the ITAM Admin Portal.
The Content Area provides the main working area for interacting with the capabilities of 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.
Allows an administrator to create, edit, and manage the forms your entity will use to gather information and to assess and facilitate compliance.
Allows an entity to create, edit, and manage their reports.
Allows an administrator to manage the way their forms look when a user interacts with them.
Allows an administrator to create, edit, and manage administrative users, examiner users, portal entities, and portal users.
Allows an administrator to create and edit the templates used for generating documents using a WYSIWYG Rich Text Editor.
Some options that allow an administrator or user to configure aspects of ITAM.
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