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How to add NDA protection to your Shared Profile
How to add NDA protection to your Shared Profile

You can add a non-disclosure agreement as a requirement before your shared documents can be accessed.

Jess Hooper avatar
Written by Jess Hooper
Updated over a week ago

Your Shared Profile is a repository for your security and compliance documentation. To protect your business information, you can set a non-disclosure agreement (NDA) protection requirement for your Shared Profile. The NDA protection requires that any customer or prospective customer who has access to these documents in your Shared Profile has agreed to your organization's standard NDA.

This guide includes the protection options available, how to set up NDA protection, how to access NDAs, and how to change your NDA settings.

What protection options are available for Shared Profiles?

You can configure three options for your Shared Profile:

  • Publish your Shared Profile to make it available or unpublish it to remove any public access.

  • Enable or disable request-based access protection, which requires an organizational account to request access before they can view any documents.

  • Enable or disable non-disclosure agreement protection, which requires an organization to accept the terms of your NDA before they can view any documents.

You can always review who has access to your Shared Profile with the Access and Access Log tabs.

You can use access protection and NDA protection simultaneously or individually. If NDA and access protections are enabled, your customer or prospective customer must agree to the terms of your NDA and request access before they can view any documents. You will need to approve their access request, during which time you can also review their NDA agreement.

If NDA protection is enabled while access protection is disabled, an organization must agree to the terms of your NDA prior to viewing documents in your Shared Profile. However, you do not need to approve or deny an access request. In this configuration, no further action is required once the NDA is submitted.

Setting up NDA protection

To enable NDA protection, navigate to My Shared Profile, then click the Shared Profile settings button with the gear icon.

Screencapture of the My Shared Profile heading with the customization button circled

The Shared Profile Settings page will load with the options to adjust any of the configuration settings. You can enable or disable NDA protection from this page.

Screencapture of the protection settings page with the NDA protection toggle circled

When you enable NDA protection, you will need to supply terms in the text box that appears.

Note: Because your NDA is a legal agreement between you and a third party, UpGuard does not provide NDA wording, nor is UpGuard party to the agreement you form with those third parties.

When you have provided the necessary terms, press Save changes to complete your NDA setup.

Accessing NDAs that accounts have agreed to

You can always review NDAs that someone has agreed to through the Access tab of your Shared Profile. This page will list organizations and their current state.

Screencapture of the Access log with a dropdown for approving a representative's NDA permissions

You can download any NDA, which includes the details and a timestamp for when they agreed to your terms. Users can also access a copy of this document at any time when they access your Shared Profile.

Updating your Shared Profile protection settings

You can update the NDA and access protection settings for your Shared Profile at any time. However, NDA protection is not applied retroactively so any organization that has had previously granted access will continue to have access.

To adjust the access status for an individual organization, such as requesting they agree to new NDA terms, you can update statuses from the Access tab.

Screencapture of the Access log with a dropdown for approving a representative's NDA permissions

You can select from the following statuses:

  • Require NDA: You can require a signed NDA from any organization that wishes to access your Shared Profile.

  • Manually Approve: You can manually approve organizations that have agreed to an NDA separately from the UpGuard platform. You can optionally use this status to retain a legacy status for any organizations who had prior access to your Shared Profile and do not need to agree to an NDA to continue access.

Once an NDA has been agreed to, you can download a copy of the NDA from the NDA column for the specified account.

If you have enabled access protection, you will also have the option to Revoke Access entirely.

Screencapture of the Access tab with one redacted user's Revoke access button circled

Further reading

For more information on Shared Profiles, read these articles next:

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