Overview

The Access tab provides options for Team Members to control access requests, share profiles with potential buyers, customers, and vendors to help them showcase pre-complete questionnaires, certificates, documents, and other artifacts.

Trust Center owners and collaborators can also preview and download signed or accepted NDAs from the viewer analytics page.

Access tab overview

Open the Trust Center and click the Access tab. There are two options, Shared Members (the default) and Access Requests.

Shared Members tab overview

Use the Shared Members tab to manage and revoke access for invited parties as needed. You can:

• View a list of clients with whom the profile is shared.

• Search and filter the Shared members list. Click the Filter icon to access advanced filter options.

• Share the Trust Center with potential buyers, customers, and business partners.

• Configure the column view.

• Export the list to an Excel file.

• Take actions (such as resending invitation links or removing viewers) from the three-dot menu.

Access Requests tab overview

Use the Access Requests tab to manage pending access requests. You can:

1. View the number of pending access requests and a list of viewers who have requested access to artifacts.

2. Search and filter the Access Requesters list. Click the Filter icon to access advanced filter options.

3. Accept or reject the access request.

Downloading signed NDA documents

Profile owners and collaborators can preview and download the signed or accepted NDAs from the Viewer Analytics page.

1. Click on the view count to land to the Viewer Analytics page.

2. Click the NDA Document link. The document preview opens in a new tab.

3. Click Download to download the signed NDA document.