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.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.Accounts Management Capabilities
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
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
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
The accounts management system maintains a complete audit trail of all access decisions and user activity for compliance purposes.