All Collections
Managing Accounts & NDAs
Inviting Accounts to Your Trust Center
Sharing a Direct Link with an Existing Account Member
Sharing a Direct Link with an Existing Account Member

Learn how to share your private Security Portal or a specific item with an existing Account

Natalie Novick avatar
Written by Natalie Novick
Updated over a week ago

Sharing your private Security Portal or a specific item with an existing account member is easy and can be done in a few easy steps. The account member will need to sign your NDA if they or someone from their company hasn't already signed it.

From the Accounts tab, click on the account name as shown below.

To share the link to your entire Security Portal, simply copy and paste the link.

To share a specific item, simply choose it from the dropdown then copy and paste it. In this example, the user will be taken directly to your CAIQ within your Security Portal.

Did this answer your question?