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      How to create your Trust Page

      Build trust by proactively sharing your security posture with your partners

      In this article, you’ll learn how to customize, publish, and share your Trust Page to streamline security reviews and build credibility with prospects and customers. 


      Before you begin:

      • Access to the Trust Page requires the appropriate user permissions. Contact your organization's admin to confirm or update your permissions if you don’t see the Trust Page in your navigation. 

      Step 1: Customize your Trust Page

      Your Trust Page is a simple and secure way to share information about your security posture and compliance. Let's look at how to set it up.

      From the navigation bar, find Trust Exchange and then select Trust Page. You can start building your Trust Page in minutes, filling in the following optional sections:
      1. Add your company logo and cover image.
      2. Provide a security contact point, company description, and choose whether to display your UpGuard score. 
      3. Add links to relevant policies, terms and other pages.
      4. Select the compliance badges you want to display.
      5. Publish updates about recent security or compliance milestones, changes, and other news to share with your customers. 
      6. Add completed questionnaires.
      7. Upload supporting documentation, such as compliance certifications, e.g., PCI DSS, SOC 2, ISO 27001, and other business-specific materials.

      💡 Tip: Take a moment to see how your page appears to others by previewing it in both public view and UpGuard user view before you hit publish.

      Step 2: Publish your Trust Page

      You have the option to safeguard the content of your Trust Page before you publish it. This gives you the freedom to control who can access your information whenever you need to, and you can easily revoke access whenever you like. 

      1. Click the Publish button in the right corner to display the dropdown menu
      2. Select Configure settings
      3. Configure your custom domain
      4. Choose to protect the content of your Trust Page
      5. When you're done, click Save changes
      6. When you’re ready to publish, click the Publish button and select Publish Trust Page from the dropdown menu
      7. A new screen will appear, confirming that your Trust Page has been published, giving you access to the public link and sharing options.

      Step 3: Share your Trust Page

      Actively communicate your security-related information to foster trust among prospects and customers.

      1. Click Share to view available sharing options
      2. Choose how you’d like to share your Trust Page:  
        1. Embed your Trust Page on your website or in your email signature using the Share link.
        2. Invite people to access your Trust Page via email 
        3. Embed your security rating as a badge on your website

      📌 Note: The link to your Trust Page is public, so all your current prospects and customers can easily check it out, even if they're not using UpGuard.

      Step 4: Manage access and subscribers

      Navigate to Trust Page > Access to view your Approved Users (your customers and prospects who can view your Trust Page, subject to the access request settings you've enabled). You can also visit the Access log tab to see a more detailed breakdown of visits to your Trust Page, including which documents have been downloaded. 

      On the Access page, the Subscribers tab lets you see who has subscribed to receive email notifications when you publish new updates to your Trust page. You can also add your customers to this list via the Add subscribers button. 

        What's Next

        Now that you’re all set up, it’s time to dive into how to respond to questionnaires and manage your security documentation with ease.