Letting visitors request access

If you drive customer and prospects to your Trust Center (e.g,. through your marketing site, or as part of the sales process), they may request access prior to you inviting them. In fact, having your customers request access, and then automating the approval of those access requests, is our recommended path for sharing your Trust Center!

But even if you don't automate the approval of access requests, you can manually approve and respond to those access requests by following the instructions on this page.

Finding your Trust Center link

We recommend hosting your Trust Center at a custom URL like trust.yourco.com so that it's hard to forget. Whether or not you do so, you can always find your Trust Center URL by hitting "Share" in the upper-right corner of the Portal Designer.

Customers who visit this URL will then be able to browse whatever content you make publicly available, and request access for more sensitive, gated Trust Center content.

Getting notified

There are two main channels for getting notified that someone has requested access to your gated content.

1. Via the Slack integration. See Slack for more details.
2. Via email.

To configure who receives an email when a customer requests access to your portal, visit Organization Preferences and scroll down to Access Request Notifications (or click here).

Processing requests in Slack

For organizations that use Slack, the most convenient way to process requests when they come in is directly with ConveyorBot.

If you hit Approve, you'll see a modal with a few additional options:

If you hit Reject, the request will be rejected.

See our Slack documentation for more information about setting up ConveyorBot in Slack.

Processing requests in the Conveyor app

If you don't use Slack, you can always process requests to access your gated portal content within the Conveyor app itself. You'll see a notification like so on your dashboard whenever there are requests to process:

That link will lead you to your Requests page. You can also get to that page by clicking "Connections", then "Requests."

To take action on a request, click "Process Request".

In the window that opens, you can Approve or Reject the request.

If you wish to apply an access group so the user can access protected documentation, you will want to add the access group by selecting the edit pencil.

Updating access groups for contacts

Access groups can be added when you are processing the request or be added after the fact by updating the individual contact.

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Note

You also have the ability to Bypass the NDA in the event that the customer requesting access has already executed an NDA with your company or they are only requesting access to publicly available documents.