Sharing Your Trust Portal Profile

Topics covered in this article:

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.

Next, is to share the Profile with a specific user, to do this, hit the Share Profile button.

Search for users by name or valid email. If not 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. You can Resend or copy links, and Revoke user access from here.

You can change the Status of your Trust Profile back to Inactive, and this will mean any user you have access to the Trust Profile can no longer see it.

You can always return it to Live whenever you like.

Trust Profile - Terms and Conditions

From the More drop-down select the Settings button.

Trust Portal Settings brings up the Terms & Conditions for this Profile

  • Under Terms & Conditions enable Ask every invited user to accept the Terms & Conditions.
  • Note: Once the T&Cs option is enabled, every user will need to accept your T&Cs that applies to users that were invited to your Trust Portal in the past as well.
  • Click on Yes.
  • Enter your company's T&Cs here.
  • Click Save then Yes.
  • And Close.

Go back to your Trust Portal and click Share profile and fill in the details. 

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

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


Terms and conditions can be entered in Rich Text Format. 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.


Please note users will need to accept new terms and conditions when updates are made at the Hub.

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 a profile. From the More drop-down select the Profile Settings button.


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