Overview
If the decision is made and a rebrand of a Trust Center is neccessary, the changes are a pretty easy lift. This is essentially an expedited version of the same process used during the initial setup.
Please reach out via the support chat, or for Advanced and Enterprise Customers, a CSM, to get this process started.
Rebranding Tasks
New Trust Center Name
Renaming the Trust Center from "Old Company" to "New Company" is accomplished by the SafeBase team.
Update Trust Center Branding
Logo and branding updates are self-serve, following this guide
Change the Trust Center domain
Changing the Trust Center domain form oldcompany.com to newcompany.com is accomplished by the support team
Note: Let support know if it is a requirement to keep a legacy domain attached to to Trust Center so that users with the olddomain.com emails can still log in until they get switched over.
Update SAML SSO
If currently using SAML/SSO, support will need to go through that process again to match the new domain, use this guide as a reminder
The connection-id will be updated to newcompany-saml
Support will need a new metadata.xml and/or x509 cert + SSO url
Updating the Custom URL
Follow this guide and pre-stage the Custom URL CNAME
Reach out to support and request an update the Custom URL
Make sure to include what the new custom URL will be
Once the new CustomURL is validated on our backend, we will swap it out for the new one.
After confirming that the new Custom URL is working, feel free to delete the old CNAME from DNS
Branded Email/Sender Signatures
Once the new Custom URL is in place this process can be gin.
While this is a completely self serve process, our team will be required to wipe the old configuration.
Once that happens, follow this guide to set up the new email branding/sender signatures
After the branding changes have been successfully confirmed, the old DKIM/CNAME DNS values can be deleted.