Inviting Customers and Prospects
Conveyor is built to make it easy to share your confidential security documentation with customers and prospects by giving them a self-service portal where they can access the documents. Getting your customers access to your portal can be done in one of two fundamental ways:
- Pre-approve their access to gated material and send them an invitation to your portal;
- Provide a link where users can browse any public information and request access to gated material.
Pre-approving and inviting customers
From the Conveyor UI
On the main dashboard, click "Share" in the top right-hand corner:
In the window that opens, you can invite individually via email or in bulk by using comma-separated or newline-separated addresses.
Once you’ve finished inputting addresses, click "Send Invitations" and your users will receive an invite via email.
Just as you can pre-approve and issue invitations from the Conveyor UI, you can also add a button to Salesforce that will pre-approve and issue an invitation to your customers.
The screen that appears can be customized to your organization's liking; for example, if you give this button to sales reps, you can restrict their ability to bypass the NDA or assign access groups.
Instructions on setting up this button are available at Inviting from Salesforce.
Providing a portal link
If you want to provide access to your room from your trust page or some other publicly available space, you can provide a link that allows the recipient to request access to your room. Some companies give this link to the sales team to distribute. It allows customers and prospects to self-serve access. You will be able to approve or deny all requests that come in.
There are two options with this route:
- Share the Public profile link. This will steer your users to your public profile first, where you can make public information readily available without an NDA or access request flow. Users will still be able to request gated content from the public profile.
- Share the direct Portal Request link. This bypasses the public profile and leads to a simple form where your customers enter their email address to request access.
This link maintains all of the security features of Conveyor (e.g. it will not allow a user to see or download your documents in your room until you approve their request and they execute the NDA).
Once your customers request access, you can approve those requests in a number of ways. Head to Approving Access Requests to learn more.
Updated 3 months ago