How access protection works
Use access protection to control who has access to documents and questionnaires on your Trust Page.
- Access protection is turned off: visitors to your Trust Page are freely able to download documents and questionnaires that have access protection turned off.
- Access protection is turned on: one person from an organization must request, and be granted access to, any documents or questionnaires with access protection turned on. Access is granted at the organization level: granting access to one user, grants access to everyone at their organization.
Once you have access protection enabled, access requests appear in the Access tab. From here you can approve, reject or revoke access. You can also receive these requests as emails, configurable via Home > Manage Notifications.
Access protection setting options
- Granular access protection (set at the asset level): turn access protection on or off for any individual document or questionnaire on your Trust Page.
- Default access protection: when on, documents and questionnaires added going forward have access protection turned on by default.
Granular access protection
Turn access protection on or off for individual documents and questionnaires in your Content Library. Access protection is not retroactive.
- If turning access protection on: organizations will now have to request access to download the resource.
- If turning access protection off: all individuals visiting the page will now be able to download the document.
Turn granular access protection on or off
- Click the Trust Exchange icon from UpGuard’s left-hand navigation.
- Click Trust Page.
- Click Content Library.
- Click the document or questionnaire whose access settings you want to change.
- Toggle Access protection on or off.
Your change goes into effect immediately.
Tip: you can also update access protection settings from the Trust Page tab in Trust Exchange. To do this: click the vertical ellipsis on the appropriate document or questionnaire’s row and toggle Access protection on or off.
Enable (or disable) default access protection
Enabling default access protection, means that access protection is turned on by default for documents and questionnaires added to Trust Exchange going forward. Default access protection is not retroactive and won’t affect access settings for documents or questionnaires with access protection turned off.
- Click the Trust Exchange icon from UpGuard’s left-hand navigation.
- Click Trust Page.
- Click Settings or Publish (if your page isn’t published)*.
- Click Configure settings.
- Toggle on default access protection (or toggle it off to turn off default access protection).
New assets added to Trust Exchange will have access protection turned on by default, settings on existing assets are unaffected.
*Clicking Publish will open a dropdown, it will not publish the page.
Tip: You can also enable NDA protection from this settings page.
See also: