Sharing your Trust Center

Time to complete: 10–30 minutes (for your first sharing method)
Prerequisites: Your Trust Center is designed, customized, and ready to share with customers.

There’s no single “right” way to share your Trust Center. Some teams send direct invitations to specific contacts, others let prospects request access via a public link, and some automate everything through CRM or authentication integrations.

Pick the method that fits your workflow, you can always mix and match or change later.

How do you want to share?

Option 1: Manual sharing (best for direct sales)

You control exactly who gets access. This is ideal for named prospects and customers in active deals.

Issuing Pre-Approved Invitations: Send invitations directly to specific contacts
Resending Invitations: When someone loses or misses their original invite

When to use this: Active sales cycles, high-touch deals, strategic partnerships

Option 2: Self-service (best for inbound leads)

Prospects can request access themselves. You can manually approve or set up auto-approvals.

Letting Visitors Request Access: Enable prospects to request access via a public link

When to use this: Marketing website links, inbound leads

Option 3: Automated sharing (best for scale)

Integrate with your CRM or auth system to grant access automatically based on your rules.

Auto-Approving Connection Requests: Grant access automatically based on email domain rules
Bring-Your-Own-Auth: Use your existing authentication system (SSO, SAML, JWT, etc.) to give logged-in users seamless access

When to use this: High volume, existing customers, post-sale access

You’ll know this worked when...

✅ Customers can access your Trust Center without emailing you
✅ You can see who’s accessing what (and when)
✅ Sales reps aren’t manually sending documents anymore
✅ Security reviews move faster because buyers can self-serve

Common questions

What’s the difference between an “invite” and a “connection”?
An invite is pending (sent but not accepted). A connection is active (they’ve accessed your Trust Center). Think of it like a friend request vs. an actual friend.

Can I share my Trust Center publicly without access control?
Yes. You can configure certain sections as public in Configuring the public view. Most teams gate at least some content behind requests.

What happens if someone forwards their invite link?
Invite links are single-use and tied to specific email addresses. If someone forwards it, the recipient will need to request their own access.

Do I have to pick just one sharing method?
No. You can mix and match. For example:

Manual invites for enterprise deals
Self-service for inbound leads
Automation for existing customers

What’s next?

Access granted - now what? See Managing connections to track usage and take action.
Need to configure NDAs first? See Bypassing the NDA and related NDA settings.
Want to automate expirations? Check Auto-expiring access.

Need help?

Check the Troubleshooting guide or contact [email protected].