This article explains how to set up or edit an instance of the AssureGO+ app (a Progressive Web App (PWA) - a web application accessed via URL on any device, which can also be installed to a device home screen) or the Web Portal (a URL-based interface primarily designed for desktop use). It covers navigating to the Portal Dashboard (the central configuration area for all portal instances in Assure), creating a new portal, and configuring every available setting, including access type, welcome messaging, Org Unit defaults, language, and Learn integration. Note: All functionality described applies to both AssureGO+ and the Web Portal unless otherwise stated.
Cross-module scope: This article spans the Portal and AssureGO+ areas of Assure. Configuration made in the Portal Dashboard directly affects what content users see in AssureGO+, which in turn writes submitted records into underlying Assure modules (for example, Incident Record, Audit, Activity Risk Assessment).
Prerequisites
- An active Assure user account with Portal administration access.
- Users must be set up in User Management before changing authentication settings.
- If enabling Show training from Learn, the Learn integration must be active and training must be assigned to users via Assure.
AssureGO+ vs. the Web Portal
AssureGO+ is a Progressive Web App (PWA). A PWA looks and works similarly to a native app but does not need to be downloaded from an app store - it is accessed via a URL on any device. Users can also install it to appear on their home screen. AssureGO+ is the default mobile and web application integrated with Assure and offers both online and offline capabilities.
The Web Portal is also accessed via a URL, but is primarily designed for desktop access. The Web Portal can be used to submit records and view documents, but its functionality is more limited compared to AssureGO+. It is recommended to primarily use the Web Portal to access and download Quick Reports. It is a legacy desktop-based submission interface that predates AssureGO+. It is no longer actively developed. Customers are encouraged to use AssureGO+, which delivers the same core submission and document-access functionality alongside additional capabilities including offline support, mobile responsiveness, and authenticated user features. Existing Web Portal instances remain accessible but will not receive new features.
Navigating to the Portal Dashboard
To get an overview of all AssureGO+ apps and Web Portals, navigate to Settings > Portal > Portal Dashboard. The Portal Dashboard view displays the title of each AssureGO+ app or Web Portal, the type of access configured, and the number of Forms, Documents, and Modules (Records) shown on each portal. To edit an existing portal instance, click the menu cog (cog wheel icon) and select Edit. To create a new AssureGO+ app, click +New.
Configuration Settings
Activation
The Enabled checkbox must be ticked for AssureGO+ to be active. The Show AssureGO+ link on Login Page checkbox, if ticked, will show the portal link on the Assure login page.
AssureGO+ Access (Authentication Settings)
The AssureGO+ Access selection determines how users access the portal. There are three options:
- No Authentication Required - All users will be able to access AssureGO+ without the need to log in.
- Authentication Required - Only users that have an AssureGO+ login will be able to access the mobile app; they must log in to access the content.
- Authentication Optional - All users will be able to access AssureGO+, with an additional option within AssureGO+ to log in to access further functionality.
Warning: Authentication only applies to AssureGO+. Users are not able to log in to the Web Portal (the legacy portal on Assure).
Impact of changing the access setting:
- Changing the configuration to No Authentication Required means users will not have the option to log in. This means they will not have access to additional functionality such as managing actions assigned to them or seeing their training (if the Learn integration is in use).
- Changing the configuration to Authentication Required will restrict the users who are able to use AssureGO+ as they will require a login to access it. Those who do not have a login will no longer be able to access this instance of AssureGO+. This will also remove the Web Portal and the functionality specific to it, including Quick Reports, Filtered Quick Reports, and IP address restriction.
- Changing the configuration to Authentication Optional will allow users who do not have a login to access AssureGO+, and the Web Portal will still be available. If users log in they will have access to additional functionality, such as managing actions assigned to them and seeing their training (if the Learn integration is in use).
Ensure users are set up in User Management first and have had their login details communicated before changing the access type.
Portal Key and URL
The Portal Key is the key used in the URL to navigate to either AssureGO+ or the Web Portal. Selecting a Portal Key will automatically create the AssureGO+ URL as well as a QR code to share for access to AssureGO+.
If the Portal Key is changed, users will need the new link to access it. Changing the Portal Key will also stop users from being able to submit any outstanding submissions, as the link will have changed.
Display Settings
The Title is the name of the AssureGO+ app or Web Portal. This name will appear at the top of the app.
The Show Welcome Message on Portal checkbox must be ticked to display a welcome message on the AssureGO+ app or Web Portal.
The Portal Welcome Header allows a header to be typed for the welcome message.
The Portal Welcome Message allows the welcome message body text to be typed.
Date and Org Unit Settings
The Dashboard Date Format allows a default date format to be selected from the dropdown list.
The Can User Change Date Format checkbox, if ticked, will allow AssureGO+ users to change the date format themselves.
The Default Org Unit is the Org Unit (an organisational hierarchy node in Assure that determines the reporting structure and record visibility) that will appear by default when a user creates a new submission via AssureGO+. Note that this setting will be affected by specific form settings. It also controls which module records and documents are visible.
The Cascade checkbox controls which published module records and policies (documents) are visible. If unchecked, only records in the Default Org Unit will be shown. If checked, records across the whole org structure will be shown.
The Masked Parent option allows the number of Org Units visible to users to be limited to a subset of the org structure, and will also restrict visibility of published module records and documents.
Web Portal-Only Settings
The Web Portal Submission Message is the text shown to a user once they have successfully submitted a record. This setting is not available on AssureGO+ - it applies to the Web Portal only.
Show return link on success page provides the user with a link to return to the home page after completing a submission. This is not available on AssureGO+ - it applies to the Web Portal only.
Language Settings
The Default Language option allows a default language to be set for users. Any language enabled in Assure can be selected. This defaults to the system default when a new AssureGO+ app is created. The system default refers to the language set in Settings > System Settings > Default Customer Language. The default language selected will automatically load the first time a user accesses this instance of AssureGO+. Users are still able to manually change their language within settings in AssureGO+, which will only override the default language for that specific app and will not revert based on default settings.
What happens if the default language is changed:
- If the user had previously accessed AssureGO+ but did not change the language, they will see the app in the new default language.
- If the user had previously accessed AssureGO+ and changed the language themselves, that change will remain in effect.
Learn Integration Setting
Show training from Learn allows users to see training allocated to them and access Learn to complete it.
This option is only available when all of the following conditions are met:
- The setting applies to AssureGO+ only - it does not apply to the Web Portal.
- The Learn integration must be in use and users must have training allocated to them through Assure.
- Either Authentication Required or Authentication Optional must be selected as the access type.
- Users must be logged in to AssureGO+ to view their training.
Related Articles
The following companion articles cover content and branding configuration that sits alongside the Portal Dashboard settings covered in this article:
[Managing Quick Reports and IP Restrictions (Web Portal Only)]
[How to Add and Organise Content in Your AssureGO+ Portal]
[Customising Branding and Accessing Your Portal]
AI Metadata
- Product Area: AssureGO+, Portal, Portal Dashboard, Web Portal
- User Role: System Administrator, Portal Administrator (requires Portal management privileges)
- Tags: AssureGO+, Portal Dashboard, Portal configuration, Web Portal, PWA, authentication, Org Unit, Default Language, Learn integration, Portal Key, QR code, offline, welcome message, date format, Masked Parent, Cascade
- Version/Region: All Assure versions; all regions
- Important synonyms: AssureGO+ = AssureGo+ = Assure mobile app = Assure PWA; Portal Dashboard = portal configuration; Org Unit = organisational unit; Web Portal = legacy portal; Authentication Required = login required; Portal Key = portal URL key
- Suggested embedding keywords: configure AssureGO+ portal, Portal Dashboard settings, AssureGO+ authentication settings, create new portal Assure, portal access type, AssureGO+ default org unit, portal welcome message, show training from Learn AssureGO+, portal key URL, AssureGO+ masked parent, cascade portal settings, Web Portal vs AssureGO+
- Relevant modules and cross-module implications: This article is scoped to the Portal Dashboard configuration area within Assure. Every setting configured here directly affects the AssureGO+ user experience and, where applicable, the Web Portal. The Org Unit configuration in Assure controls record and document visibility within AssureGO+. The Learn integration (when enabled via the "Show training from Learn" setting) connects AssureGO+ to the Learn module, enabling authenticated users to access assigned training. Portal Questionnaires configured in Settings > Portal > Questionnaire are assigned to a Portal Dashboard from within this configuration area, linking the portal to underlying Assure modules (for example, Incident Record, Audit, Activity Risk Assessment).