Canopy Portal Documentation

Introduction

• Why Portal?

• Requests, Assessments and Projects

• Release notes

User guide

• Logging In

• Understanding the Dashboard

• Accessing your Organizations

• Understanding Projects

• Request lifecycle

• Working with Assessments

• Profile

Administration

• Installation

• Architecture

• Linking Portal to Canopy

• User Administration (System)

• Access Control Model

• Working with the Portal API

Contents:

• Why Portal?
  • Why didn’t we just add “restricted user views” to Canopy?
• Requests, Assessments and Projects
• Release notes
  • 1.4.0 (July 2025)
  • 1.3.0 (November 2022)
  • 1.2.0 (August 2021)
  • 1.1.0 (May 2021)
  • 1.0.0 (November 2020)
• Logging In
  • Logging in with username and password
  • Logging in via Single Sign-On (SSO)
• Understanding the Dashboard
• Accessing your Organizations
• Understanding Projects
  • Overview
  • Assessments
  • Reports
  • Settings
• Request lifecycle
  • Creating a new Request via the Request Wizard
  • Viewing and editing an existing Request
  • Accepting a request
  • Cancelling or Rejecting a request
• Working with Assessments
  • Summary
  • Findings
• Profile
• Installation
  • Install Canopy Portal
  • Initialize the DB
  • Create the first user (Use an email address for username)
  • Setup a webserver to act as reverse proxy
  • Restart the service
  • Confirm restart was successful by viewing logs
  • Logging configuration
• Architecture
• Linking Portal to Canopy
• User Administration (System)
  • Managing Users
• Access Control Model
  • Roles
  • Granting organization access to users
  • Automated provisioning
• Working with the Portal API
  • Adding Portal API tokens

Canopy Portal 1.4.0