Follow this recommended workflow to set up and launch your Trust Portal. We’ve organized these steps to help you build a professional, branded portal that’s ready to share with customers, prospects, and other stakeholders.
Step 1: Add your logo, page title, and organization name
Let's start with the basics to make your Trust Portal look like yours.
Add your organization name (appears at the top of your Trust Portal)
Step 2: Customize additional branding (optional)
Personalize your Trust Portal's look and feel to match your company's brand identity by adding these extras:
Step 3: Add a custom domain
Set up a custom domain to host your Trust Portal, such as trust.yourcompany.com. This makes your portal look more professional and builds credibility with visitors.
Step 4: Add content
Now for the important stuff — populate your Trust Portal with the security and compliance information your customers are looking for.
Write an organization description to introduce your Trust Portal
Add your compliance frameworks and certifications
Add security controls and organize them into categories
Add sub-processors to showcase the third-party vendors you use
Add FAQs to answer common security questions proactively
Publish updates to keep stakeholders informed. Turn on Subscribe to Updates to auto-notify customers of any new updates or edits to existing ones.
Customize the display order of your Trust Portal sections and items within each section.
Step 5: Configure clickwrap NDA
Protect your sensitive documents by setting up a clickwrap NDA. Visitors must agree to your terms before they can access private materials.
Step 6: Configure access request settings
Customize how visitors request access to your private documents.
Add links to your Terms of Service (ToS) and privacy policy. This is required, as visitors cannot submit access requests or subscribe to updates until both links are configured.
Choose whether to allow or turn off the downloading of reports and documents.
Step 7: Preview your Trust Portal
Want to see how everything looks? Click the "View Trust Portal" button at the top-right of the Trust → Trust Vault page to preview your changes and make sure everything looks just right.
Pro Tip!
You can click this button at any time during setup to see how your changes will appear to visitors. Feel free to preview as often as you'd like—it's a great way to catch any tweaks before going live.
Step 8: Launch and announce your Trust Portal
It’s time to go live!
Share the link to your Trust Portal with customers and prospects
Add it to your website, email signatures, and sales materials
Step 9: Manage user access requests
Keep an eye on requests for private documents and respond as they come in.
Review incoming access requests
Approve or decline based on your policies
Configure auto-approval
Grant full or partial access as needed
Step 10: Review analytics
Track how visitors engage with your Trust Portal using the analytics dashboard.
See who's visiting and what they're looking at
Monitor customer activity and understand what matters most to them