Workflow Advisory Integrated Tools Portal Overview

What is Workflow Advisory Integrated Tools Portal?

Definition & Purpose The Tools Portal is a web-based platform for ACC environments that centralizes three features—Information Registry, Docs Permission Audit, and Universal Search—to streamline project management, document tracking, permission auditing, and cross-project search. It supports digital delivery, compliance, and efficient project operations.

Who is this for? (permissions/roles) Designed for ACC project members, project admins and account admins.

Information Registry: Project members can manage records and update progress.

Docs Permission Audit: Project admins can manage permissions.

Universal Search: Account Admins can access Universal Search.

When to use (brief context) Use the Tools Portal for project setup, milestone tracking, permission reviews, document discovery, compliance audits, and resource planning—especially for large projects, onboarding, or production deployments.

Core Capabilities

Information Registry: a project management tool that tracks deliverables, links documents to milestones, and enables collaborative record-keeping within ACC projects. Docs Permission Audit: a tool that allows users to view, audit, and bulk-edit folder permissions across ACC projects for improved security and streamlined access management Universal Search: Search across multiple hubs and projects for documents and metadata, using advanced queries for rapid discovery and compliance checks.