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Self Migration from the Legacy Drata Trust Center to SafeBase

A step-by-step guide to migrating from the Legacy Drata Trust Center to SafeBase by Drata

We have created a high level checklist to guide you through migrating your Legacy Drata Trust Center to SafeBase.

Sync content from Drata

To get started, make the Drata connection this will import policies, ready controls and company info into SafeBase.

You’ll also have access to the Evidence Library Sync. This sync allows you to push certain artifacts from their Drata Evidence Library into SafeBase's Documents section.

Populate & Link Content in the Trust Center

  • Get familiar with the Trust Center Editor and linking content to items. This will allow you to connect documents you brought over via the Drata Sync and Evidence Library to your Trust Center.

  • Utilize AI Powered content generation to populate item descriptions
    ​Note: This may not be immediately available for use as time is required to index freshly added content for use by our AI tools.

Set Branding

  • Follow this Trust Center Branding Guide to customize the look and feel of the Trust Center to match company branding. This includes, but is not limited to:

    • Company Logo & Favicon

    • Open-graph Image (social media thumbnail)

    • Primary company colors

    • Custom Fonts

    • Trust Center Banner

Integrations

  • SAML SSO - This is optional for Drata customers whose Drata tenants are hosted in the EU or APAC. For those hosted in NA, you will have SSO available from Drata directly into SafeBase (using the Trust Center item in your left navigation).

  • Custom URL - This is the public facing "trust.company.com" that becomes available to the world, and how customers navigate to the public Trust Center. If you previously had a published Legacy Drata Trust center, you can opt to utilize the same URL by following these steps.

  • Branded Email notifications - All transactional emails sent from the Trust Center to customers can be branded with a primary color, hi-res company logo, and include a reply to email of your choice–-this was not available in the Legacy Drata Trust Center.

  • Configure a Default NDA - Our built in Clickwrap NDA is available for all plans. Docusign & Ironclad are available for Advanced and Enterprise Plans.

  • Configure Access Request Flow - For automated approval, blocking requests, etc.

  • Import prior account requests/access using the bulk import functionality

  • Configure CRM Integration - Only for Advanced & Enterprise Plans

  • Slack or Teams - Sends Trust Center notifications to designated communication channels and enables Trust Center interactions.

  • JIRA - Push access request notifications to JIRA.

Launch the Trust Center

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