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Managing Accounts
Managing Accounts
How to invite and manage Accounts in your Trust Center
By Natalie and 1 other
2 authors
14 articles
Managing Accounts
Access Requests Overview
Access Request Approval Settings
Configuring Granular Access
Account Access Expiration Controls
Account Review Status Overview
Viewing an Account's Profile
Bulk Importing Accounts
How to Edit an Account
How to Delete an Account
How to Delete an Account Member
Inviting Accounts to Your Trust Center
Inviting a Prospect to SafeBase
Inviting a New Account Member to an Existing Account
Uploading a Questionnaire on Behalf of a Customer
Sharing a Direct Link with an Existing Account Member