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 email@example.com with any questions.
Add custom colors and font to your Trust Center so that it matches your Company’s personal brand
The DocuSign integration is available on paid plans only
Configure your Access Request Approval Settings
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
Configure any desired integrations
Start to populate your Knowledge Base so that your team can maintain an internal source of truth for security information at your company.
Learn more about Trust Center Updates here
Optional: Growth+ Customers
Customize the design and sender signatures of all emails that are sent to customers and prospects that access your Trust Center
Account Permissions Profiles: Granular Document Access: customize which private documents each account is granted access to
Configure additional integrations, if desired
Optional: Enterprise Customers
Enterprise Customer Add-Ons
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 safebase.io/schedule to learn more.