The External User Portal allows people outside the organization to participate in specific processes within SoftExpert Suite with control and security.

Unlike internal users, an external user accesses only the resources made available by the organization, through links and portals configured for the processes that require their interaction.

This documentation guides the external user from accessing the portal (login and self-registration, when available) to using the main resources provided, such as submitting and tracking requests, completing pending activities, and participating in trainings.

Shall we begin?

Depending on the configuration defined by the organization, the steps below will help you use the portal successfully:

• Access the portal and log in.
• Submit workflows (open requests/demands and provide required information).
• Complete trainings (view recommended learning paths, enroll, and track ongoing courses).
• Perform actions related to action plans.
• Analyze shared data through Analytics views.
• Consult knowledge base content.
• Use links, notes, and other available resources.

By centralizing these interactions in a single environment, the portal simplifies communication with external audiences, increases control over exchanged information, and facilitates tracking of everything recorded in the system.