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10 Steps for Configuring your Trust Center
10 Steps for Configuring your Trust Center

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

Written by Natalie Novick
Updated over a week ago

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 with any questions.

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

    1. The DocuSign integration is available on paid plans only

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

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

  3. Configure any desired integrations

    1. The free plan includes: Slack, Intercom, and Google Analytics

  4. Start to populate your Knowledge Base so that your team can maintain an internal source of truth for security information at your company.

  5. Learn more about Trust Center Updates here

Optional: Growth+ Customers

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

  2. Account Permissions Profiles: Granular Document Access: customize which private documents each account is granted access to

  3. Configure additional integrations, if desired

    1. In addition to integrations available on the free plan, Growth+ customers have access to Jira and Webhooks (if there is an integration SafeBase does not natively integrate with, you can use Webhooks to customize your workflows)

Optional: Enterprise Customers

  1. SCIM (System for Cross-domain Identity Management)

  2. CRM Integration (Hubspot or Salesforce)

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 to learn more.

  1. Azure Information Protection (AIP): AIP is an add-on for our Enterprise plan.

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