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Access Requests - Additional Fields & Settings

This article describes a few additional fields that can be collected during access requests

Overview

By default, the Access Request form captures a user's name, email, and company name. Organizations can optionally enable additional fields if they would like to receive more information during access requests.

To enable these options, navigate to the Trust Center Editor and click Trust Center Settings in the top right corner.

Additional Fields is located in the Functionality Tab

Additional Fields

  • Job Title

  • Point of Contact

  • Relationship with Organization

  • Countries

  • Product Selector (for Multi-Product Enabled Trust Centers)

Job Title

Creates a free-form text box. Users can add their Job Title.

Point of Contact

Creates a free-form text box where requesters can enter their Point of Contact with the organization.

Under the Point of Contact field, you can optionally select Require email domain matching. When enabled, this option validates the email domain entered in the Point of Contact field against the email domains configured for your organization. If the domain does not match, the requester sees a validation error for the Point of Contact value.

Relationship with Organization

Using this option, you can require a user to specify their relationship with your organization:

Countries

When enabled, a dropdown is created. Users will be required to specify their country:

Product Selector

Using this option will allow the customer to specify which product in the Trust Center they need access to - This selection is only available to customers with the Multi-Product option enabled.

Additional Setting

Add a Customizable Checkbox

Use this checkbox to collect consent for other needs. There is an option to make this a Required Field

Require Terms of Service & Privacy Policy of Organization

When enabled, users requesting access must agree to your organization's Terms of Service (ToS) and Privacy Policy.

These two items are linked to their respective items in the Legal Card within the Trust Center.

Access Request Example

Below is an example of an access request form with additional fields & settings enabled

Access Request Queue

When additional or custom fields are enabled on the access request form, the submitted values appear in your SafeBase Workspace under pending access requests.

They are also included in the access request notification email. This gives your team additional context when reviewing the request and contacting the listed Point of Contact.

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