Overview
Organizations can control an Account's access to the Trust Center. This can be done manually by using the revoke access button, setting an access expiration limit on an individual account, or automatically by setting global access expiration for all new accounts.
Members must have an Admin or Account Manager role to utilize these features.
Note: Account Expiration controls are not available on Free plans
Manual Revocation
Organizations can manually revoke (and reactivate) an Account's access to the Trust Center. This allows access to be removed while maintaining a historical record of an account in SafeBase.
To revoke access:
Navigate to the Accounts section and click the Account name.
Click Revoke
To manually regrant access, click Reactivate.
Account Level Access Expiration
An individual account can be set with a fixed expiration date (between 1 and 365 days) that begins from the date the first account member accesses the Trust Center.
Navigate to the Account section > Account Table.
Click the edit icon on the right-hand side of the table to edit the account.
Check the Limit access to a restriction period box
Use the slider to set a desired number of days
Click Save.
Global Account Access Expiration
The Trust Center has a Global Setting that gives the ability to create all new Accounts with a fixed expiration date (between 1 and 365 days) that begins from the date the first account member accesses the Trust Center.
Navigate to the Settings section > Accounts.
Enable the Limit access to a restriction period toggle
Use the slider to set a desired number of days
Click Save.
Note: Deleting an account member does not revoke their access. You either need to follow the revocation instructions above, or go to the Access Request History section and delete the member's request. Please read this article describing Access Requests for more details.