SafeBase

Natalie Novick

How to invite and manage Accounts in your Trust Center

Learn the ins and outs of managing incoming access requests for your Security Portal

Learn how to configure your access request approval settings

How to create permission profiles to provide granular access to your sensitive documents.

This article explains how to limit account access for Accounts.

Block or deny access requests, domain blocking, growth and enterprise, blacklist, request access

Learn how to track and update the review status of an Account

Learn the ins and outs of accounts and user management

Learn how you can bulk import Accounts into the platform.

Learn the ins and outs of how to invite prospective customers to your private Security Portal

Learn how easy it is for your customers and prospects to gain private access to your Security Portal

Learn the ins and outs on how to upload a questionnaire

Learn how to share your private Security Portal or a specific item with an existing Account

Learn how to configure NDAs using SafeBase Clickwrap NDA or integrating with DocuSign

Learn how to set your default NDA provider and configure other NDA options

Learn how to enable a clickwrap NDA to automate your NDA process

Learn how to integrate DocuSign to automate your NDA process

Learn how your customers will get private access to your Security Portal with an NDA signed outside SafeBase