Overview
All accounts within the Trust Center can be manually edited. This is particularly useful for adding or changing details such as the domain, the account description, or the associated CRM account.
How to Edit an Account
Click the Edit icon next to the account name, or click on the account name itself, and then click the edit button in the top right-hand corner.
The following fields are editable:
Company Name - Name displayed for the account.
Email Domains - Domains associated with the account. Useful for enabling Auto Approve, allowing users from listed domains to be automatically approved. Multiple domains must be comma-separated.
Description - Summary that will be displayed under the company profile.
Salesforce Account - If the Salesforce integration is connected, the linked Salesforce Account can be modified.
This is an automatic lookup connected directly to the Salesforce integration.
NDA Provider - Default NDA provider for the company.
Permission Profile - Permission profile(s) are assigned here.
Review Status - Location to manually set the review status of the account.
Access Restriction Period - Limits access to a specific time period. Check the box to enable, then use the slide bar to select the desired expiration date.
Once changes are made, click Save to apply changes.