Skip to main content

Trust Center

Overview​

The Trust Center is a branded, public-facing portal that showcases your organization's security certifications, policies, and compliance status. Give customers and prospects confidence in your security practices.

Trust Center Features​

Company Profile​

Display your organization's security commitment:

  • Company overview and mission
  • Security team introduction
  • Security contact information
  • Industry and company size

Certifications & Compliance​

Showcase your compliance achievements:

Certification TypeDisplay Options
SOC 2Badge, report availability
ISO 27001Certificate, scope details
HIPAACompliance statement
GDPRDPA availability

Security Policies​

Share relevant security documentation:

  • Information Security Policy
  • Privacy Policy
  • Acceptable Use Policy
  • Incident Response Plan
  • Business Continuity Plan

Subprocessors​

List your third-party data processors:

  • Company name
  • Service description
  • Location
  • Data processed

Setting Up Your Trust Center​

Basic Configuration​

  1. Navigate to Customer Trust → Trust Center
  2. Click Settings
  3. Configure basic information:
    • Company name and logo
    • Tagline and description
    • Contact email
    • Custom domain (optional)
  4. Save changes

Custom Domain​

Use your own domain for the trust center:

  1. Go to Settings → Custom Domain
  2. Enter your domain (e.g., trust.yourcompany.com)
  3. Add the provided DNS records
  4. Verify domain ownership
  5. Enable custom domain
tip

A custom domain builds credibility and maintains brand consistency.

Branding​

Customize the look and feel:

  • Logo - Company logo (light and dark versions)
  • Colors - Primary and accent colors
  • Favicon - Browser tab icon

Managing Content​

Adding Certifications​

  1. Navigate to Trust Center → Certifications
  2. Click Add Certification
  3. Select certification type
  4. Upload supporting document (optional)
  5. Set visibility:
    • Public - Visible to all
    • Request Access - Requires NDA or registration
  6. Save

Adding Documents​

  1. Navigate to Trust Center → Documents
  2. Click Add Document
  3. Upload file or select from policy library
  4. Configure access:
    • Public Download - Anyone can download
    • Request Access - Form submission required
    • NDA Required - Must accept NDA first
  5. Save

Managing Subprocessors​

  1. Navigate to Trust Center → Subprocessors
  2. Click Add Subprocessor
  3. Enter details:
    • Company name
    • Service category
    • Data types processed
    • Location
  4. Save

Access Controls​

Public vs. Gated Content​

Access LevelUse CaseUser Experience
PublicGeneral security infoView immediately
RegisteredDetailed policiesSubmit email to access
NDA RequiredSensitive documentsAccept NDA before download
Approved OnlyConfidential reportsManual approval required

Access Requests​

When users request gated content:

  1. User submits request form
  2. Request appears in dashboard
  3. Review and approve/deny
  4. User notified of decision
  5. Access granted if approved

NDA Management​

Configure NDA requirements:

  1. Upload your NDA template
  2. Set which documents require NDA
  3. Users accept NDA before accessing
  4. Track NDA acceptances

Analytics​

Visitor Insights​

Track trust center engagement:

  • Page Views - Which sections are most visited
  • Document Downloads - Popular documents
  • Access Requests - Request volume and conversion
  • Visitor Companies - Who's viewing (if registered)

Reports​

Generate engagement reports:

  • Weekly/monthly traffic summary
  • Document popularity ranking
  • Request conversion rates
  • Geographic distribution

Integration with Sales​

Sales Enablement​

Use Trust Center in your sales process:

  • Share link early in sales cycle
  • Track prospect engagement
  • Identify interested companies
  • Accelerate security reviews

CRM Integration​

Connect with your CRM to:

  • Log trust center visits to contacts
  • Trigger alerts for target accounts
  • Track security content engagement

Best Practices​

Keep Content Current

Regularly update certifications and policies. Outdated content undermines trust.

Balance Transparency and Security

Share enough to build confidence without revealing sensitive security details.

Make it Easy to Find

Link to your Trust Center from your website footer, security page, and sales materials.

Respond Quickly

When access is requested, respond promptly. Delays suggest disorganization.

Next Steps​

Security Questionnaires

Respond to customer questionnaires

Status Page

Set up your status page