Sharing Your Trust Portal Profile

Topics covered in this article:

• Share your Trust Profile
• Trust Portal - Terms and Conditions
• Global Terms and Conditions (Hub)

Share your Trust Profile

To share your Trust Profile, you first need to change its status from Inactive to Live.

To do this, click the Status dropdown and then select Live.

The next step involves sharing the Profile with a specific user. To do this, simply press the Share profile button.

Search for users by name or valid email. If the user has not been added yet, click the Add User button.

The user will then receive an email to sign up and access the Trust Profile that was shared with them.

Below is what they'll see when accessing the Trust Profile that has been shared with them.

To manage the users you have invited to access your Trust Profile, hit the ellipsis and a drop-down appears with User Management.

Here you can see all the users you have invited to your respective Trust Profiles. From User Management you can also:

1. Filter by Profile or Company
2. Manage users by
   
   1. Resend link 
   2. Revoke 
   3. Copy
   4. Delete
3. Add User 

You have the option to switch your Trust Profile status back to Inactive, which means that any user who has access to it will no longer be able to see it. You can switch it back to Live at any time as well.

Trust Profile - Terms and Conditions

From the More drop-down select the Profile settings button.

Profile settings brings up the Terms & Conditions for this Profile. You then have the option to:

1. Add or remove Owners and Access members
2. Define your Terms & conditions 
3. Click Save
4. Press Yes 

Once the external user has set up their account they will be then required to Accept the T&Cs as defined by your company. 

When the user has accepted the T&Cs they will be able to see what you have shared with them in your Trust Portal. 

Global Terms and Conditions (Hub & Spoke)

To streamline the management of your T&Cs, login to your Hub then navigate to:

1. Content 
2. Trust Portal
3. Enter your Terms & conditions 
4. Click Save 

the Content menu > Trust Portal. Click on the Add Terms & Conditions button.

 

 

Terms and conditions can be entered in rich text format. Once done click save to accept your changes.

If your T&Cs change, simply update them at the Hub, and the updated T&Cs will propagate down to all connected Spokes automatically, ensuring uniformity across your organization. Click on the Update prompt to apply.

Global T&Cs must be enabled within each trust profile before they can be accepted. To do this, navigate to the Trust Portal menu in your desired Spoke and select More>Profile settings.

Enable "Follow the terms and conditions set by the hub account"