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About Trust Center Accounts Management

The Accounts tab is where you manage who has access to your Trust Center. It provides visibility into all pending access requests and approved accounts. Each request or account record shows details such as the requester’s organization, email, status, and NDA attachments when applicable. From this tab, administrators can approve or reject access requests, verify NDA submissions, review existing accounts, and revoke access at any time.

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How It Works

Trust Center accounts management provides a structured approach to controlling access to your compliance materials. The system tracks all access requests, manages the approval workflow, and maintains a record of all approved users with their access history and download activity.

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Accounts Management Capabilities

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Access Request Workflow

1

Access Requests Appear

When someone requests access from your public Trust Center page, the request appears under Access Requests
2

Review Request Details

Each entry includes requester information and an NDA file if NDA protection is enabled
3

Preview Request

Click Preview to open a request and review its details
4

Verify NDA

If NDA protection is enabled, download and verify the signed NDA before approving
5

Approve or Reject

Click Approve to grant access or Reject to deny the request

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Account Management

1

View Approved Accounts

Approved users appear in the Approved Accounts section
2

Review Account Details

From here, you can view user details, track document access, or remove accounts when no longer needed
3

Monitor Activity

Review download activity and access patterns for each account
4

Update Account Information

Modify account details or contact information as needed

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Access Revocation

1

Select Account

Select any account from the Approved Accounts list
2

Delete Access

Click Delete to remove access
3

Confirm Revocation

Once deleted, the user will no longer be able to log in or download documents from your Trust Center
4

Notify User

Consider notifying the user about access revocation if appropriate
Ensure all access decisions are documented and comply with your organization’s security policies and applicable regulations.
The accounts management system maintains a complete audit trail of all access decisions and user activity for compliance purposes.