Configure access to Trust Centers
How access protection works
Use access protection to control who has access to documents and questionnaires on your Trust Center(s). A resource's access protection settings apply to it on all Trust Centers it appears on.
When a document or questionnaire has access protection turned off: visitors to your Trust Center(s) are freely able to download it. You're able to see who has downloaded resources in the access log.
When a document or questionnaire has access protection turned on:
- One person from an organization must request, and be granted access to, any documents or questionnaires with access protection turned on.
- When a person requests access, they are requesting access on behalf of their organization. When you approve or deny requests, you are doing so for the requester’s entire organization. If access is approved, individuals within the same organization do not need to request access separately.
- Access is granted at the resource level: someone with access to a resource can access it from any of your Trust Centers where it appears.
Once you have access protection enabled, access requests appear in the Trust Center Access tab. From there you can approve, deny 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 resource level): turn access protection on or off for any individual document or questionnaire. Access protection is set at the resource level i.e the assigned access protection setting applies to the resource on any of your Trust Centers it appears on.
- Default access protection: when on — documents and questionnaires added going forward have access protection turned on by default. Default access protection is global setting for your Trust Centers (it cannot be controlled separately for individual Trust Centers).
Granular access protection
Turn access protection on or off for individual documents and questionnaires in your Content Library. Access protection is not retroactive (e.g. if someone previously visited a Trust Center and downloaded a resource (when access protection was off), they will still be able to access it after access protection is turned on).
- 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 Content Library.
- Click the document or questionnaire whose access settings you want to change.
- Toggle Access protection on or off. Resources must be added to at least one Trust Center in order for you to see the access protection toggle.
Your change goes into effect immediately.
💡You can also turn access protection on or off for individual resources from the Trust Center's page in Trust Exchange. To do this: select a Trust Center and then click the padlock on the appropriate document or questionnaire’s row.
Enable (or disable) default access protection
Enabling default access protection means that access protection is turned on by default for all 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.
Default access protection is a global setting for your Trust Center (it cannot be controlled separately for individual Trust Centers).
- Click the Trust Exchange icon from UpGuard’s left-hand navigation.
- Click Trust Center.
- Click Settings.
- Toggle on default access protection (or toggle it off to turn it off).
New resources added to Trust Exchange will have access protection turned on (or off) by default. Settings on existing resources are unaffected.
Tip: You can also enable NDA protection from this settings page.
See also: