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 that users can add their Point of Contact with the organization
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 fields are enabled, they will show in your SafeBase Workspace under pending access requests.
