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Setting up your Assessment Manager Account

 
Overview

Users with Admin Role privileges can navigate to the administrative section of TrustArc Assessment Manager by clicking the Admin icon in the left corner of the page and selecting any of the following Admin settings:

Admin Settings
›Account Details
›Tags
›User Settings
›All Accounts
Shows features in Admin menu
Capabilities

The administrative section allows for updating your company's profile, managing users and their User Roles, adding custom fields to Assessments and Users, creating Tag Groups, and much more.

Company Profile

Update your organization's account information and branding details.

User Management

Add, edit, or remove users and manage their assigned User Roles.

Custom Fields

Add custom fields to Assessments and Users to capture additional data.

Tag Groups

Create and manage Tag Groups to organise and classify assessments.

TrustArc  ·  Assessment Manager — Admin Section  ·  support.trustarc.com