FAQs on Multi-Entity Trust Portals

• All previously approved users automatically gain access to all newly enabled entities.

• Your Trust Portal now displays an entity dropdown with all enabled entities. Content is organized by entity, with content tagged to organization-wide appearing on all entities.

• Users with access to the disabled entity lose access to its content. However, they retain access to other enabled entities to which they were granted access.

• Only the remaining enabled entities display in the dropdown.

• Access for users with entity-specific access is revoked, and they are automatically logged out of the Trust Portal.

• Users with organization-wide access are retained and can continue accessing the portal.

• The portal reverts to single-entity mode, displaying all content without an entity dropdown.

• Plan Your Entity Structure: Clearly define which business units or product lines will have separate Trust Portal content before enabling Multi-Entity mode.

• Use Organization-wide Content Strategically: Tag content as Organization-wide if it applies to your entire organization. This content will automatically appear alongside entity-specific information.

• Preview Before Publishing: Use the View Trust Portal button to preview and verify how each entity's view will appear to visitors, especially after tagging new content.

• Monitor Entity Changes: When disabling or deleting entities, review the Access tab to identify affected users and ensure uninterrupted access for critical stakeholders.

• Clear Communication: Inform stakeholders which entities they should expect to see in the portal dropdown and how to navigate between entity-specific views.

Here are a few possible causes why this might happen:

• The entity isn't enabled in Trust Vault settings

• The entity has been deleted from the main settings

• The content is tagged incorrectly

Solution: Verify that the entity is enabled in the Trust Vault settings and that the content is correctly tagged to that entity.

Here are a few reasons why this might happen:

• The entity was disabled in the Trust Vault settings after the user was granted access.

• The user’s access to that specific entity has been revoked.

Solution: Re-enable the entity in Trust Vault settings or grant the user access to an alternative entity. Either way, the visitor still sees your Trust Portal's branded 404 page rather than a generic error, so they can navigate back to a valid section of your portal while you resolve the access issue.

Yes. Go to Trust Vault settings and toggle Multi-Entity to Off. The Trust Portal will display all content together without a dropdown.

Yes. They get access to all entities enabled in the Trust Portal.

Yes. The audit log displays all activities across all entities.