Overview
When a customer is granted access to a Trust Center, they can submit a questionnaire on behalf of their account. Once submitted, an organization member will receive a notification and can download and view the submitted questionnaire.
If the organization is utilizing SafeBase AI Questionnaire Service (AIQA), processing can be started immediately.
Note: This feature does not display in Preview Mode. It only displays to authenticated users who have been granted access to your published Trust Center page.
Submitting a Questionnaire
Once access is granted, a customer can click the Submit a questionnaire button
Once clicked, we encourage customers to review the Trust Center documentation first.
If a questionnaire submission is still required, clicking the upload your security questionnaire will open an upload modal. If the Trust Center is multi-prod, the customer will be given the option to choose a product.
Note: Files can be submitted in .xlsx, .xlsm, csv or .docx file formats
If the customer clicks submit a link, a link submission modal will appear
Notifications
When a questionnaire is submitted, SafeBase will send a notification to a number of places:
Email - Admins will receive a notification that a questionnaire has been submitted
Only if enabled:
Slack - The Slack channel will receive a notification
JIRA - A task will be created
Webhooks - A webhook can be sent for all questionnaire submissions
Salesforce - A task will be created in the Activity Feed for the matching Account
Hubspot - A note will be created in the note section for the matching Company
Submitted Questionnaires - Account View
The submitted questionnaires can be viewed by navigating to the Accounts section of the Trust Center.
Click the respective account and scroll down to the Questionnaires section.
From here, organization members can start AIQA processing (If enabled), Archive, or download the questionnaire.
Disabling the Submit a Questionnaire Button
If the organization does not want to grant customers the ability to submit questionnaires, it can be disabled.
Navigate to the Trust Center Editor and in the top right corner, click Trust Center Settings
Click the Functionality tab, scroll to the bottom, and toggle the Enable Questionnaire Uploader option. The Submit a questionnaire button will be removed from the Trust Center.
