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Beta guidance · Task procedure

Use Portal assistant, approvals, and briefing

Use Portal’s assistant-oriented surfaces as decision support while independently validating approvals, sources, and high-impact actions.

Status
Beta guidance
Article type
Task procedure
Verified
July 15, 2026
Review cycle
45 days
Language
English · Source
Owner
Vianordis portal, marketplace, and support
Source
gscPortal-v2 · e7035d9
Start here

Audience, roles, and scope

Portal assistant, approval, and briefing interfaces; not a replacement for the authoritative source system or organization policy.

Who this is for

  • Portal users with enabled assistant surfaces

Roles

  • Requester
  • Approver
  • Portal user

Before you begin

  • The relevant feature enabled
  • Authorization for the underlying information or approval

Article tags

  • assistant
  • approvals
  • briefing
  • ai
  • preview
Operating guidance

Procedures

Follow the sequence and stop when identity, authorization, target, or result differs from the article.

Procedure 1

Review an assisted item

Validate context before relying on an assistant summary or making an approval decision.

  1. 1
    Open the relevant item

    Choose an assistant conversation, approval, or briefing entry and confirm its tenant, owner, and timestamp.

  2. 2
    Verify the evidence

    Open available source details and compare material facts with the authoritative system before deciding or acting.

  3. 3
    Take a governed action

    Approve, reject, or continue only within your role; record a clear non-sensitive rationale when the interface allows it.

Expected result

The assisted information is independently checked and any decision stays within the user’s authority.

Operating rules

Security and data handling

  • Use only the identity, tenant, role, and data scope approved for the task.
  • Verify targets and expected effects before saving, sending, publishing, exporting, deleting, or approving.
  • Keep secrets and regulated data out of screenshots, URLs, free-text diagnostics, and ordinary support messages.
  • Do not place credentials, secrets, or unnecessary personal data in assistant prompts or approval comments.
  • Human accountability remains with the person making the decision.
Verified scope

Known limitations

  • Assistant, briefing, and connected approval behavior is beta and depends on configured data sources and services.
  • Generated summaries can be incomplete or incorrect; visible output is not an authoritative audit record by itself.
Problem solving

Troubleshooting

You cannot open Vianordis Portal

Likely cause: The session expired, the account is not entitled, or the required tenant or role claim is missing.

  1. Open the service through the approved Vianordis entry point and sign in again.
  2. Confirm the intended organization, tenant, and account are in use.
  3. If access remains denied, record the time and request an entitlement check; do not attempt direct-URL bypasses.

A documented control or navigation item is not visible

Likely cause: The current role, subscription, tenant configuration, release status, or feature flag does not expose it.

  1. Confirm the audience, role, prerequisites, and limitations in this article.
  2. Refresh after a new sign-in and verify the correct tenant context.
  3. Ask the responsible administrator whether the capability is enabled before reporting a defect.

A saved change or background result is not visible

Likely cause: Validation failed, processing is incomplete, the view is stale, or the feature is locally simulated rather than persisted.

  1. Review inline validation, status indicators, filters, and the selected tenant or workspace.
  2. Refresh once and search by a stable identifier before repeating the action.
  3. Do not repeat irreversible or externally visible actions until the first operation's state is known.
Provenance

Source verification

The three Portal surfaces and their visible interactions were reviewed; connected data and automation vary by deployment.

Reviewed paths at e7035d9

  • src/structure/PortalShell.tsx
  • src/lib/agent-portal.ts
  • src/app/api/chat/briefing/route.ts
  • src/app/api/chat/approvals/route.ts
Escalation

Contact support

Contact support when

  • A repeatable Vianordis Portal error blocks an approved task
  • Expected access, tenant scope, data, or status appears incorrect
  • A security, privacy, financial, compliance, or data-loss concern is suspected

Include

  • The page, action, expected result, and exact error text
  • The time of occurrence with time zone and whether it is reproducible
  • Your tenant, role, browser, and sanitized record or correlation identifier
  • The troubleshooting steps already completed

Never include

  • Passwords, access tokens, API keys, recovery codes, session cookies, or private keys
  • Unredacted personal, financial, health, student, employee, or other regulated data
  • Confidential documents or message bodies unless support provides an approved secure channel
Contact support
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