Intro: Trusted Portal helps streamline the way you process organizational events:
- Provisioning and inviting employees
- Creating and managing groups
- Creating and managing logins, secure notes, and payment cards
Previously, these events had to be processed through the Uniqkey mobile app. Now, you can delegate these tasks to your browser.
Instructions
Step 1: Enable Trusted Portal as an Organization Setting
- Log in to the Admin Portal.
- Navigate to Settings in the menu bar on the left.
- Click on the Security tab.
- Activate the toggle Allow Trusted Portal.
Step 2: Activate Trusted Portal
- Click the Off button next to Trusted Portal to send the activation request.
- Approve the action in your Uniqkey mobile app.
Once approved, Trusted Portal will be activated.
Preventing Incomplete Actions
Whether you enable or disable the Trusted Portal feature, it is essential to keep either the mobile app or browser open while events are in progress.
Closing these platforms before events have finished processing may result in incomplete events, and you may not see all the expected data.