Overview
Custom Email Notifications are a feature that allows transactional emails from Trust Centers to be sent with custom branding. This customization applies specifically to customer-facing emails sent from a Trust Center, to an account member or subscriber.
Trust Center Updates
Access request denials and approvals
Customers who are manually invited to the Trust Center
Customers reclaiming access to the Trust Center
Internal vs Customer-Facing Emails
There are two distinctions between email notifications:
Internal Notifications: These emails are sent to an organization’s internal users. These notifications always use Drata's branding and are sent from notification@safebase.co.
Customer-Facing Emails: These are transactional messages sent from the Trust Center to customers. These emails can be customized to align with the organization’s branding.
Note: A Trust Center must have a Custom URL submitted (not necessarily published) before Email Notifications can be branded.
Default configuration
Emails will be sent from an email with the prefix "notifications" followed by the Trust Center's Custom URL.
Example: notifications@trust.company.com
The Sender Name will be the title of the Trust Center
Example: Company Trust CenterorCompany Security Portal
Note: Please see Custom Email Examples for samples of how these transactional emails will appear in the customer's inbox.
Setup
Gather Prerequisites
Reply Email
This is an email address owned by the organization, on a corporate domain.
This inbox will receive any replies to transactional emails from the Trust Center.
Communication with users accessing the the Trust Center happens via automated transactional emails.
In the case that someone replies, the message will go to the organization instead of the Trust Center support team.
This can be an existing email, or newly created inbox for this workflow. It can also be a no-reply email, but the recommendation is to use an address that clearly indicates it is meant to receive replies to transactional emails coming from the Trust Center.
Example: grc@company.com
Email Primary Color
This will be the accent color used in transactional emails
This can be input via hex, RGB, or HSL codes.
Logo
This will appear at the top left of transactional emails from the Trust Center
A transparent PNG with a rectangular aspect ratio is recommended
Submit
After gathering a Logo, Primary Color, and Reply Email, navigate to the Trust Center tab of the Settings page Email Notifications area.
Upload your PNG logo, select a Primary Color, and add a Reply Email.
Once everything looks good, click Submit Details to finalize the configuration.
Add DNS Records
After submitting the prerequisites, a new section titled DNS Settings be shown
Add the DKIM TXT and Return Path CNAME DNS records to the appropriate DNS provider.
Once complete, press the Refresh button to validate the records and finalize the setup.
Send a Preview Email
Note: If an email security or quarantine tool (e.g. Proofpoint, Mimecast, Abnormal AI, etc.) is in place, create an allow-list entry or exception rule for the from name and from email.
The From Name is the Trust Center name. Review this in Trust Center Editor -> Trust Center Settings button in the upper right -> Appearance tab -> Trust Center Title box.
The From Address is generally
notifications@<your custom URL>.
This will ensure these notifications are received without interruption.
Navigate to the Trust Center tab in Settings, at the bottom of the Trust Center Email Notifications, click Send yourself a preview email
The user that clicked the button can check their email for a sample [TEST] Preview SafeBase Notification
If anything looks off, please reach out to SafeBase Support for assistance.