Previewing your Trust Center

Time to complete: 5 minutes
Prerequisites: Your Trust Center is designed and has content added.

Overview

Preview shows you exactly what your Trust Center looks like to a type of visitor, an access group, or a specific customer — without inviting anyone. Use it to check your work before you go live, and give teammates like Sales and Support a safe way to see exactly what customers see.

Open Preview

How you open preview depends on your permissions.

From the Designer

If you have Designer access, you can preview at any time — including before your Trust Center is live.

Go to Trust Center → Designer.
Click Preview as... in the upper-right corner.
Choose whose view to see (see Choose Whose View to Preview below for more details).
Click View as segment or View as user. Your preview opens in a new tab.

Preview as... menu open in the Designer, showing the User segment and User email address tabs, the External - Approved, External - Not approved, and Myself options, an optional access group field, and the View as segment button. — Use Preview as... in the Designer to see your Trust Center from a visitor's point of view.

From the Left Navigation

Teammates with preview permissions but no Designer access can click Trust Center → Preview in the left navigation.

The Preview link appears once your Trust Center is live. That way, preview-only teammates are always looking at the experience customers actually have — and they can't mistake an unfinished draft for what customers see.

Conveyor left navigation for a user with preview-only permissions, showing Launchpad and a Preview link with an external-link icon under Trust Center. — Teammates with preview-only permissions open preview from the left navigation.

To change whose view you're seeing, click the dropdown in the blue Previewing as bar, select a segment, and click View as segment.

Previewing as menu opened from the blue bar for a preview-only user, showing the User segment tab with External - Approved and External - Not approved options and a View as segment button. — Preview-only users switch views from the blue Previewing as bar.

Preview-only users can't preview as Myself or access drafts without a link. To get feedback on a draft from a Preview-only user, send them its Share Preview link.

Don't see Preview in the left navigation? Either your Trust Center isn't live yet, or the user's Preview permission is set to None. See Who Can Preview below.

What You'll See

Your Trust Center opens in a new tab with a blue Previewing as bar at the bottom of the page. Use it to switch views without going back to Conveyor, click Share to copy your Trust Center's URL, or click Go back to Conveyor when you're done.

If you're previewing a draft, a Draft Preview banner with the draft's name also appears at the top of the page.

Trust Center in preview mode with a blue bar at the bottom reading Previewing as: External - Approved, plus Share and Go back to Conveyor buttons. — The blue Previewing as bar shows whose view you're seeing and lets you switch.

Choose Whose View to Preview

You can preview by User segment (a type of visitor) or User email address (a specific person).

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What changes between views?
Your Trust Center has a public (unauthenticated) view and an authenticated view. In the authenticated view, documents, Q&As, and customer-facing Questionnaire Automation answers (if enabled) vary by access group.

Preview by User Segment

External - Approved — What an approved customer sees. Optionally, add an access group to see more privileged content.
External - Not approved — What unauthenticated or unapproved visitors see (your public Trust Center).
Myself — Your Trust Center with your own internal level of access.

Test access groups: When previewing as External - Approved, add an access group to see what customers in that group see. For example, if your Penetration Test access group can view pen test reports, select External - Approved and Penetration Test and then confirm those reports appear.

Preview by User Email Address

Use this to see the Trust Center from one specific customer's point of view — especially helpful for Sales and Support.

Select the User email address tab.
Enter the customer's email address.
Click View as user.

The customer must already be invited to your Trust Center to appear in the list. Internal team members don't appear — this prevents unintentional permission escalation.

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Haven't invited the customer yet? Use User segment instead and select the access groups you plan to give them.

Who Can Preview

An admin sets each role's Preview permission in Organization Preferences → Roles

None — Preview is hidden from navigation. If this user opens a preview link directly, they see only the public view.
Preview as Approved Customer — Can preview as an Approved customer or a not approved (public) customer.
Preview as Any Customer — Can preview as any segment, add access groups, and preview as a specific customer by email address.

Preview doesn't allow internal users to download non-public documents, whatever the permission level.

Preview permission settings with three options: None, Preview as Approved Customer (selected), and Preview as Any Customer, each with a short description. — The Preview permission controls which views a teammate can preview.

When to Use Preview vs. Testing

Use preview for:

Quick checks while designing ("Does this section look right?")
Verifying access group visibility
Showing your team what customers will see
Sales team checking what a specific customer sees

Use Testing for:

The end-to-end invitation flow
NDA workflows (signing, bypassing, etc.)
Email notifications
Request access forms
The full customer journey, from link click to content access

Common questions

Q: I don't see Preview in the left navigation. Where is it?
A: If you have Designer access, use Preview as... in the upper-right corner of the Designer. The left-navigation Preview link is for teammates with preview-only permissions. That Preview link only appears once your Trust Center is live.

Q: Does preview work before I publish?
A: Yes. Use Preview as... in the Designer to check everything before you go live. You can also share your draft's preview link so people can walk through the access flow before launch — they'll see only public content until they're approved. See Drafting changes to your Trust Center.

Q: Why does External - Approved still hide some documents?
A: Those documents are likely tied to an access group you haven't selected. Add the relevant access group to see them.

Q: Will my customers see the blue preview bar?
A: No. The bar only appears in preview mode (when using a Preview link). We do not recommend sharing Preview links with customers.

Q: Can I download documents while previewing?
A: Only public documents. Preview doesn't allow downloading non-public documents, unless the user has additional permissions on Knowledge. See Enterprise roles and permissions for more details on roles.

Q: What if I see content customers shouldn't see?
A: Check the document's access settings. It may be marked public when it should be private or limited to an access group. See Managing document access.

What's next?

How to test what your customers will see — Run a full end-to-end test.
Drafting changes to your Trust Center — Stage and share changes before they go live.
Customizing the URL and going live — Publish your Trust Center.
Trust Center security and access control — Set up an NDA and other access controls

Need help? Reach out to support