SafeBase

This article guides you through the recommended onboarding steps in order to fully configure your Trust Center. Message our live chat or contact us at <a href="mailto:support@safebase.io" rel="nofollow noopener noreferrer" target="_blank">support@safebase.io</a> with any questions.

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<a href="https://help.safebase.io/en/collections/4032496-managing-the-content-in-your-trust-center">Draft Your Trust Center Content</a>

Add custom colors and font to your Trust Center so that it matches your Company’s personal brand

1. <a href="https://help.safebase.io/en/articles/6117161-branding-your-trust-center">Customization Options</a>
2. <a href="https://help.safebase.io/en/articles/6760036-trust-center-color-palette-best-practices">Best Practices: Color Palette Customization</a>
    

<a href="https://help.safebase.io/en/articles/6232998-configuring-your-nda">Configure your NDA</a>

1. <i>The DocuSign integration is available on paid plans only</i>
    

Configure your <a href="https://help.safebase.io/en/articles/6242283-access-request-approval-settings">Access Request Approval Settings</a>

<a href="https://help.safebase.io/en/collections/3373463-trust-center-configuration">Configure key settings in your Trust Center</a>

1. Includes but not limited to: document watermarking, restricting PDF downloads, file upload reminders and alerts
    

Familiarize yourself with how to manage Accounts’ access to your Trust Center

1. <a href="https://help.safebase.io/en/collections/5011746-inviting-accounts-to-your-trust-center">How to Invite Accounts to Your Trust Center</a>
2. <a href="https://help.safebase.io/en/collections/5011415-account-management">Manage Accounts Access to your Trust Center</a>
    

Configure any desired <a href="https://help.safebase.io/en/collections/3412845-integrations">integrations</a>

1. The free plan includes: <a href="https://help.safebase.io/en/collections/4032489-slack">Slack</a>, <a href="https://help.safebase.io/en/articles/6117185-embedding-intercom-and-google-analytics">Intercom</a>, and <a href="https://help.safebase.io/en/articles/6117185-embedding-intercom-and-google-analytics">Google Analytics</a>
    

Start to populate your <a href="https://help.safebase.io/en/collections/3373465-knowledge-base">Knowledge Base</a> so that your team can maintain an internal source of truth for security information at your company.

<a href="https://help.safebase.io/en/articles/6085667-setting-up-a-custom-url-for-your-trust-center">Select and configure the custom URL for your Trust Center</a>

<a href="https://help.safebase.io/en/articles/6236681-trust-center-updates-overview-example-templates#h_5837bb5a40">Announce the launch of your Trust Center with a Trust Center Update</a>

Learn more about Trust Center Updates <a href="https://help.safebase.io/en/collections/3501315-trust-center-updates">here</a>

1. <a href="https://help.safebase.io/en/collections/4032496-managing-the-content-in-your-trust-center">Draft Your Trust Center Content</a>
    
2. Add custom colors and font to your Trust Center so that it matches your Company’s personal brand
   1. <a href="https://help.safebase.io/en/articles/6117161-branding-your-trust-center">Customization Options</a>
   2. <a href="https://help.safebase.io/en/articles/6760036-trust-center-color-palette-best-practices">Best Practices: Color Palette Customization</a>
       
3. <a href="https://help.safebase.io/en/articles/6232998-configuring-your-nda">Configure your NDA</a>
   1. <i>The DocuSign integration is available on paid plans only</i>
       
4. Configure your <a href="https://help.safebase.io/en/articles/6242283-access-request-approval-settings">Access Request Approval Settings</a>
    
5. <a href="https://help.safebase.io/en/collections/3373463-trust-center-configuration">Configure key settings in your Trust Center</a>
   1. Includes but not limited to: document watermarking, restricting PDF downloads, file upload reminders and alerts
       
6. Familiarize yourself with how to manage Accounts’ access to your Trust Center
   1. <a href="https://help.safebase.io/en/collections/5011746-inviting-accounts-to-your-trust-center">How to Invite Accounts to Your Trust Center</a>
   2. <a href="https://help.safebase.io/en/collections/5011415-account-management">Manage Accounts Access to your Trust Center</a>
       
7. Configure any desired <a href="https://help.safebase.io/en/collections/3412845-integrations">integrations</a>
   1. The free plan includes: <a href="https://help.safebase.io/en/collections/4032489-slack">Slack</a>, <a href="https://help.safebase.io/en/articles/6117185-embedding-intercom-and-google-analytics">Intercom</a>, and <a href="https://help.safebase.io/en/articles/6117185-embedding-intercom-and-google-analytics">Google Analytics</a>
       
8. Start to populate your <a href="https://help.safebase.io/en/collections/3373465-knowledge-base">Knowledge Base</a> so that your team can maintain an internal source of truth for security information at your company.
    
9. <a href="https://help.safebase.io/en/articles/6085667-setting-up-a-custom-url-for-your-trust-center">Select and configure the custom URL for your Trust Center</a>
    
10. <a href="https://help.safebase.io/en/articles/6236681-trust-center-updates-overview-example-templates#h_5837bb5a40">Announce the launch of your Trust Center with a Trust Center Update</a>
    Learn more about Trust Center Updates <a href="https://help.safebase.io/en/collections/3501315-trust-center-updates">here</a>

<a href="https://help.safebase.io/en/articles/6117026-branded-email-notifications">Email Branding</a>

Customize the design and sender signatures of all emails that are sent to customers and prospects that access your Trust Center

<a href="https://help.safebase.io/en/articles/6085441-setting-up-saml-sso">Configure SAML SSO</a>

<a href="https://help.safebase.io/en/articles/6601672-configuring-granular-access">Account Permissions Profiles: Granular Document Access</a>: customize which private documents each account is granted access to

Configure additional integrations, if desired

1. In addition to integrations available on the free plan, paying customers have access to <a href="https://help.safebase.io/en/articles/7829480-jira-integration-setup">Jira</a> and <a href="https://help.safebase.io/en/collections/4032490-webhooks">Webhooks</a> (if there is an integration SafeBase does not natively integrate with, you can use Webhooks to customize your workflows)

1. <a href="https://help.safebase.io/en/articles/6117026-branded-email-notifications">Email Branding</a>
   Customize the design and sender signatures of all emails that are sent to customers and prospects that access your Trust Center
    
2. <a href="https://help.safebase.io/en/articles/6085441-setting-up-saml-sso">Configure SAML SSO</a>
    
3. <a href="https://help.safebase.io/en/articles/6601672-configuring-granular-access">Account Permissions Profiles: Granular Document Access</a>: customize which private documents each account is granted access to
    
4. Configure additional integrations, if desired
   1. In addition to integrations available on the free plan, paying customers have access to <a href="https://help.safebase.io/en/articles/7829480-jira-integration-setup">Jira</a> and <a href="https://help.safebase.io/en/collections/4032490-webhooks">Webhooks</a> (if there is an integration SafeBase does not natively integrate with, you can use Webhooks to customize your workflows)

<a href="https://help.safebase.io/en/articles/8038468-scim-setup-beta">SCIM</a> (System for Cross-domain Identity Management)

<a href="https://help.safebase.io/en/collections/3412847-crm-salesforce-hubspot">CRM Integration</a> (Hubspot or Salesforce)

1. <a href="https://help.safebase.io/en/articles/8156976-salesforce-advanced-analytics-dashboard-beta">Advanced Analytics Dashboard</a> (SFDC Only)

1. <a href="https://help.safebase.io/en/articles/8038468-scim-setup-beta">SCIM</a> (System for Cross-domain Identity Management)
    
2. <a href="https://help.safebase.io/en/collections/3412847-crm-salesforce-hubspot">CRM Integration</a> (Hubspot or Salesforce)
   1. <a href="https://help.safebase.io/en/articles/8156976-salesforce-advanced-analytics-dashboard-beta">Advanced Analytics Dashboard</a> (SFDC Only)

If you are interested in any of the below features: reach out to your CSM if you are already a SafeBase customer. If you are currently on SafeBase’s free plan, Ibook a time with our sales team at <a href="http://safebase.io/schedule" rel="nofollow noopener noreferrer" target="_blank">safebase.io/schedule</a> to learn more.

<a href="https://help.safebase.io/en/articles/6524701-data-warehouse-sync-overview">Data Warehouse Sync</a>

<a href="https://help.safebase.io/en/articles/6610403-azure-information-protection-aip-beta">Azure Information Protection (AIP)</a>: AIP is an add-on for our Enterprise plan.

1. <a href="https://help.safebase.io/en/articles/6524701-data-warehouse-sync-overview">Data Warehouse Sync</a>
    
2. <a href="https://help.safebase.io/en/articles/6610403-azure-information-protection-aip-beta">Azure Information Protection (AIP)</a>: AIP is an add-on for our Enterprise plan.

Complete these onboarding steps and then you are ready to start using your SafeBase Trust Center

Optional: All Paying Customers

Optional: Enterprise Customers

Enterprise Customer Add-Ons