Letting visitors request access
Time to complete: 10–15 minutes
Prerequisites: Your Trust Center is live and has both public and gated content.
Letting visitors request access
If you drive customers and prospects to your Trust Center (e.g., via your marketing site or as part of your sales process), they can request access to gated content before you invite them directly.
This is the recommended way to share your Trust Center - especially when paired with automated approvals. But even if you don’t automate, you can manually review and approve requests through Slack or the Conveyor app.
Visitors will land on your Trust Center, view any public content, then request access to gated content. You can approve manually or automatically.
Finding your Trust Center link
Pro tip
We recommend hosting your Trust Center at a custom URL (e.g.,
trust.yourco.com) to make it easy to remember.
You can also find your link by clicking Share in the upper-right corner of the Designer.
Click the Share button in the Designer to find your Trust Center URL.
Then select Share via Link to copy your URL.
Use the Share via Link tab to copy your Trust Center URL.
Visitors can browse any public content and request access to view gated content. When visitors request access, their details are logged in Conveyor, and team members are notified by Slack and/or email based on your settings.
Getting notified
When an access request is received, the team members listed under Access Request Notifications receive an alert so they can take action.
You can receive notifications of access requests through:
- Slack: fastest for real-time approvals
- Email: configure recipients under Organization Preferences → Access Request Notifications
Setting up email notifications
Navigate to Organization Preferences from the left menu to configure your Access Request Notifications
Set who receives email notifications when someone requests access to your Trust Center.
Processing requests in Slack
For teams using Slack, ConveyorBot lets you approve or reject requests without leaving Slack.
Process Trust Center access requests directly from Slack.
👉 See Slack integration for setup instructions, and Save time sharing your Trust Center for more info.
Processing requests in the Conveyor app
If you’re not using Slack - or you need to batch process multiple requests at once (which can be helpful when you're first getting started!) - you can manage requests directly in Conveyor. A notification will appear on your dashboard when new requests come in:
Track your pending requests directly on your Conveyor dashboard.
- Open Conveyor and click the notification banner on your dashboard (or navigate to Audience > Requests).
- Review the details on your recent request including Contact Email Address, Details, and Link to CRM Records to help you make a decision.
- Make a decision to Approve or Reject the request
Review and process visitor access requests from the Audience > Requests tab.
Request Approval
When approving a contact, you can optionally configure settings to control their experience going forward:
- Set an expiration date. Learn more about Auto-expiring access for Trust Center connections.
- Bypass the NDA if the requester has already signed one or is only requesting access to public content.
- Assign relevant access groups where necessary to control visibility to gated content
- Set up future automatic approvals for other visitors from the same domain
- Add notes to the approval for internal historical tracking about your decisions
Once approved, the visitor will receive an automated email with a secure link to log in and view your Trust Center.
Note: Anything added to the Notes field is internal only and will not be shared with the customer.
When approving a request, you can configure expiration, NDA settings, access groups, and internal notes.
Request Rejection
When rejecting a contact, you can add notes for internal tracking about why this request was not approved.
Add internal notes when rejecting a request to track why access was denied.
Note: Anything added to the Notes field is internal only and will not be shared with the customer.
Common questions
Will visitors be notified when I approve their request?
Yes. They’ll receive an access email automatically when you approve.
Can I auto-approve some requests but not all?
Yes, use Auto-approving connection requests to set rules.
What happens if I reject a request?
The requester will not receive access and will see a declined message. You can always change this later by manually inviting them.
What's next?
- Auto-approving requests - Automate this flow to save time.
- Managing connections - Track who has access after approval.
- Revoking access - Adjust or remove access later if needed.
Need help? Visit the Troubleshooting guide or contact [email protected].
Updated 9 days ago