Maintaining your Trust Center

Time to complete: Ongoing (varies by organization)
Prerequisites: Your Trust Center is live and customers are accessing it

Why maintenance matters

Once your Trust Center is up and running, keeping it operational is fairly simple — but regular upkeep is essential to keep it accurate, trustworthy, and valuable. Documents expire, certifications get renewed, and customers’ expectations change.

This page provides a practical maintenance cadence and a categorized checklist covering user access, integrations, compliance, and performance to help you stay on top of everything.

🗓 Maintenance cadence

Monthly (15 minutes)

Review expiring certifications and documents
Check past answers sorted by “times used” to identify Q&As worth publishing
Review customer feedback and common questions
Update anything that’s changed recently

Quarterly (30–45 minutes)

Audit documents for accuracy and relevance
Review analytics to see what customers actually look at
Review and update your featured documents so your most important content is always front and center
Identify content gaps based on customer questions or deal blockers

As needed

Add new certifications and compliance documents as you receive them
Update NDAs, policies, and legal documents when required
Adjust branding, layouts, or access settings to reflect organizational changes

User and access management

Monitor customer access requests
Approve, deny, or revoke access as needed.

👉 Learn more about revoking access and auto-approving connections.

Check SSO & SCIM provisioning
Confirm authentication and automated user provisioning remain operational.
Path: Account → Account Management → Roles
Review team roles and permissions
Audit team members and roles periodically to ensure people only have the access they need.

Conveyor left-hand navigation menu open. The ‘Account Management’ option is highlighted in pink. The main dashboard view is visible in the background, showing pending requests and knowledge library statistics. — Navigate to Account Management from the left-hand menu to review roles and associated users.

Conveyor Account Management settings panel open. The ‘Roles’ option is highlighted in pink on the left menu under Account Settings. — Account Management will open your settings in a new window. Navigate to Roles to review and review team roles and permissions.

Conveyor Members page showing a list of users. The ‘Edit’ option is highlighted next to a user’s name, indicating where to make adjustments to their account or permissions. — Use the Members page to edit user details or adjust their permissions.

Integration maintenance

Monitor Salesforce data sync
Make sure automation for tracking customer activity, viewing revenue associated to Trust Center connections, and automating customer access is still working as expected.
Validate notification connections
Ensure Slack or Teams notifications for access requests and approvals are flowing.
Path: Organization Preferences → Integration Configuration

Integration management screen where you can verify Salesforce and Slack connections. — Check the Integrations page to manage connections and ensure they are still active and syncing properly.

Compliance & security reviews

Review NDA and policy settings
Keep NDA templates, redlining workflows, and legal agreements up to date.
Audit security documentation
Make sure SOC 2, ISO 27001, and other certifications are current.
Monitor Trust Center engagement
Use analytics to see what visitors are viewing. Archive low-value or outdated content to reduce maintenance overhead.
Path:
- Audience → Contacts to audit access status, expiry, and NDAs
- Documents → Activity & Versions to check document-level analytics

Conveyor Audience tab showing the Contacts subtab. A table lists contacts with columns for Contact Email, Connection, Access Status, Approval Expires, Access Groups, Non-Disclosure Agreement, Updated date, and Actions. — The Contacts subtab under Audience lists all approved users, their access groups, NDA status, and last activity. Use this view to audit existing access.

Document library view in Conveyor. A single document row for “Acceptable Use Policy” is expanded. The cursor is hovering over the Activity & Versions icon in the Actions column, revealing its tooltip. — Use the Activity & Versions button to review a document’s version history and activity over time.

Performance & optimization

Send customer trust updates
Use Conveyor’s sub-processor list and announcements feature to keep customers informed about changes to your security posture.
Refine content & branding
Periodically refresh branding, curated Q&As, FAQs, and security docs as your business evolves.
Path: Knowledge Base → Filter → “Needs Verification” to identify out-of-date Q&A pairs.

Conveyor Knowledge Base screen displaying the Curated Q&As tab. A list of security and compliance questions and answers is shown, filtered by the ‘Needs Verification’ status in the left sidebar. The table includes columns for Question, Answer, Question Domains, and Actions. — Use the Knowledge Base to review and update Q&As that need verification to keep your security content accurate and up to date.

Suggested cadence

Task	Monthly	Quarterly
Review team roles & permissions	✅	✅
Integration checks	✅	✅
NDA & policy review		✅
Document expiration & analytics	✅	✅
Branding / FAQ refresh		✅

Common questions

Where can I find my Trust Center settings?
Go to Trust Center → Designer in the left menu to configure your Trust Center and review settings.

Do I need to do all of this every month?
No, most teams spend less than an hour per month on quick checks, and a deeper review once per quarter.

Who should be responsible for maintenance?
Usually your security or trust owner, with help from sales enablement for content updates.

How often should I do these tasks?
Follow the monthly and quarterly cadence above, but adapt based on your company’s release cycles and compliance schedule.

What happens if I fall behind?
Prioritize security documentation and NDA/legal updates first. Then tackle expiring content and customer-facing Q&A to restore trust quickly.

Do I need to tell customers about every update?
No. Routine updates don’t require announcements, but major updates (e.g., new SOC 2, major product launch) should trigger a notification.

What happens if we skip quarterly reviews?
Outdated docs or integrations can lead to access errors, expired certs, or customer frustration. Regular check-ins prevent fire drills later.

What's next?

Subscribing to Trust Center updates — notify customers about important changes
Getting customer feedback — find and fix gaps in your content
Troubleshooting your Trust Center — fix common issues fast

Need help? Reach out to [email protected] or visit the Troubleshooting guide.