Help Center — Quality Portal Guide

External auditors & consultants — Write rights

Consultant accounts may receive Write on products, certificates, quality systems, and company profile when you enable it on the grant. Non-consultant auditor accounts (certification-body / second-party / third-party) cannot get those catalog Write rights — they stay read-only there so you can verify an independent review. Action Plan / CAPA write (upload evidence) can still be granted to any auditor type.

For credibility: use a non-consultant account for formal review, and a separate Consultant account if edits are needed.

What it does

Active-company dashboard: storage summary, news headlines, quick links, certificate expiry alerts.

Main buttons

• Details (storage card) — opens Storage usage.
• View all news — opens the News hub.
• Quick Actions: Open (Reports / Export / Backup / Security), Upload or Open (documents), Manage (certificates), View plans, View / Edit (Company Profile), Search.
• Expiry feed: View all certificates; dismiss alerts with ×.

What it does

Company file library (general files and product-linked documents), with search/filter and approval actions.

Main buttons

• Add general file — upload a new file; confirm with Save or Cancel.
• Filters: All / General / Product-linked, then Apply or Reset.
• Per file: View, Download, Footer (writers), Request review, Approve (when you can approve).

Tip: use document types from Management catalogs so teams can find files consistently.

List screen

• Add New Certificate — create a certificate record.
• Manage Certificate Types — company catalog of certificate kinds.
• Export → Export as PDF / Export as Excel.
• Row actions: View, Refresh, Edit, Request deletion (icon buttons).

Certificate detail

• Workflow: Submit, Approve, Reject, Approve Delete, Cancel Delete.
• Refresh, Back.
• Files: Upload, Open, Edit; empty state Upload your first file.

What it does

Structured QMS tree: system → procedures → instructions/forms, with View/Manage modes and approval.

Main buttons

• List: New system, Create your first system, Delete system.
• System: switch View / Manage; Submit for approval, Approve system / Reject system, Edit system, Delete system.
• Procedures: Create, Save PDF, Upload file; document Open / Download / Edit / Delete; All systems.

List

• Add New Product.
• Manage Categories / Document Types (catalog).
• Row: View, Refresh, Edit, Add note, Delete.

Product detail

• Edit Product, Upload File, Delete Product, Refresh, Back to List.
• Document row: Request Review, Approve, Reject, Status, Note, Remove, Approve Delete / Reject Delete.

View profile

• Share → Copy public link / WhatsApp / Email.
• Print, Edit profile.

Manage / edit

• Save contact details.
• Logo: Upload logo / Replace logo / Remove logo.
• Content: Add section, Browse industry templates, Add question, Publish/Unpublish section, Delete section.
• Gallery: Upload, Save caption, Delete image.
• FAB / shortcut: View profile.

Board

• Add Task, Select (bulk mode; company users).
• External auditors on the board: view tasks, comment, and upload evidence only (no Add Task / subtasks / edit / drag / email reminders).
• Jump links: Dashboard, Reports, Corrective (CAP), Recurring.
• Bulk status: Todo / Progress / Review / Done; set priority; Assign.

Corrective actions & dashboard

• New corrective record, Open, Promote, Save status, Upload evidence, Post note.
• Dashboard: Board, Run reminders, digest settings, Reports, Recurring.

Central inbox for items waiting for workflow approval across modules.

• Settings (admins), Refresh, Bulk Approve.
• Per item: Preview, Approve, Reject; confirm in the modal; Open full view.

Batch mass-balance exercises and auditor session windows.

• List: New exercise (company) or Request session (auditor); row Open.
• Session page: activate timed sessions, enter raw / forward / mass balance, upload evidence, mark complete or verify.
• Session actions: Activate session, Mark building complete, Verify exercise, Approve / Reject, Extend +2h, PDF report.
• Inside sections: Add… / Upload on the same session page.

Reports

• Export summary Excel, links to Data export, CAPA charts, Storage, Backup.

Export

• Run an export type from the list.
• Schedules: Add schedule, Run now, Pause / Resume, Delete.

Search

• Find records across allowed modules from Insights → Search or Home Quick Action Search.

Backup

• Run backup now, Save settings (schedule/retention), Clear failed.
• Archive row: Download, Delete.

Storage

• See plan quota and usage; jump to Plans & billing, Backup, or Reports.

• Topic chips (e.g. For you), Filter by period/region/dates.
• Story: Open original source.
• Writers/admins: Manage / Manage sources, Save preferences, Publish post.

• Tabs: Home, Companies, Auditors, Certification Bodies; See all, Filter.
• Profiles: Like (heart), Message, rate (star), Submit; auditor Edit portfolio.
• Messages drawer/inbox: Send, Block/Unblock, return via Community.

• Toggle Monthly / Yearly.
• Start N-day free trial, Subscribe / Subscribe now, Keep plan after trial.
• Contact Sales, Book Demo; checkout Continue to payment / Cancel; Paddle Open payment form.

• User Management — invite users and assign roles.
• External Auditors — company-side auditor access grants.
• Audit Log, Performance (when permitted).
• Backup & Restore, Storage usage, News settings.
• Permissions Guide — detailed RBAC reference inside the app.
• Catalogs: Document Types, Product Categories, Certificate Types.

Platform-only admin screens (companies, email settings, marketing, billing ops) appear only for global super admins.

Home

• View requests, New request, Plans & Billing, Open workspace, View all grants.

Grants

• Open workspace for an organization that granted you access.

Workspace

• Auditor home, All grants.
• Open permitted company modules (often in a new tab).
• Traceability: Request session, View sessions.

Portfolio

• Preview, Save portfolio; photo Upload / Set primary / Delete.
• Turn on marketplace visibility so companies can find you in Community → Auditors.

• Top nav: home, Messages, Auditors, Logout.
• Home cards: Affiliated auditors → Manage; Company requests → View.