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Accounts - Share Direct Link with Account Member

Learn how to share a direct link with an Account Member

Matt Szczurek avatar
Written by Matt Szczurek
Updated over 8 months ago

Overview

Organizations can easily share a direct link to a Trust Center or to a specific item in the Trust Center in a few easy steps. This is particularly useful for targeted outbound, such as sending an email to a customer regarding a specific item.
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If this link is sent to an account member for an account that has not signed an NDA, an NDA will be presented to the user during the access workflow.

Sending a Direct Link

In the Accounts section, navigate to the accounts table and click the name of an existing account to open its details.
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Click the Share links to the Trust Center button at the top right corner of the Account Member table.


In the Share Trust Center Links pop-up, two options are available:

  • Link to login & sign NDA: This is a direct link to the Trust Center that essentially works the same as if a user were to navigate to the Trust Center itself

  • Link to document: This is exactly the same as the link type above, but this adds a specific item to the link, which, once logged in, will take the account member directly to the chosen item.

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