Learn how to add a non-disclosure agreement as a requirement before your shared documents can be accessed.
Written by Jess Hooper
Your Trust Page is a repository for your security and compliance documentation. To protect your business information, you can require a non-disclosure agreement (NDA) prior to access.
This guide includes the protection options available, how to set up NDA protection, how to access NDAs, and how to change your NDA settings.
You can configure three options:
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Publish your Trust Page to make it available or unpublish it to remove any public access.
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Enable or disable request-based access protection, which requires an organizational account to request access before they can view any documents.
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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 page 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 Trust Page. 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 Trust Page, then click the settings button with the gear icon.
You can enable or disable NDA protection from this page.
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 Trust Page. This page will list organizations and their current state.
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 Trust Page.
Updating your Trust Page protection settings
You can update the NDA and access protection settings for your Trust Page 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.
You can select from the following statuses:
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Require NDA: You can require a signed NDA from any organization that wishes to access your Trust Page.
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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 Trust Page 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.
Further reading
For more information on Trust Pages, read these articles next: