In today's round-up, we cover new capabilities for providing, restricting, and revoking access to documentation, new compliance items, and more.
Auto-Revoke Access Via Rules Engine
Now, SafeBase can automatically revoke Trust Center access when an account is no longer an active customer. That means no more manually revoking access when an account churns!
This feature is available to Enterprise customers that leverage SafeBase's Salesforce integration. To configure an auto-revoke access rule, reach out to your CSM.
New Public Access Levels Controls
We have made it even easier to control everything your prospects and customers see when they visit your Trust Center. You can now further restrict what is visible in “public” view (in other words, what anyone sees who navigates to your Trust Center) or in “restricted” view (what people see after they have been granted access to your Trust Center).
There are now 3 unique Public Access Levels that can be universally applied to your Trust Center items:
- None: Lowest visibility mode - requires access to view both description and documents.
- Public Items: A middle ground - shows both descriptions and documents for all "public" items, while requiring access to view both description and documents for "restricted" items. As requested by customers, this solves for the desire to provide a description for an item, but to only show that description to accounts that have permission to access the document.
- Public Items and Details: Highest visibility mode - shows both description and documents for all "public" items, as well as descriptions for all "restricted" items. Permission is still required to view documents for "restricted" items.
To globalize the access behavior, navigate to the Trust Center Settings by clicking the gear icon (â›) in the top right of the Trust Center Editor page. Click the Functionality tab and scroll down to see the settings on the bottom left, then click Save. See more in the help center article.
But wait, there's SO MUCH more!
→ Column filtering - Column filtering is now supported in all tables in the app (such as the Access Requests table or the Accounts table), making it easier to review pertinent information in SafeBase.
→ New compliance items - Customers can now display additional compliance items in their Trust Centers, including APPI, nFADP, CJIS, NIST CSF, and ISMAP.
→ Expiry dates for policies - All items in the Policies card now have an "Expiration Date" field that allows users to track and maintain the freshness of their Policies items. Customers that turn on "Expiration Alerts" will be automatically alerted to Policy expiration dates.
→ Webhooks for Knowledge Base entries - We've added a new webhook event to trigger when a Knowledge Base entry is created, allowing customers that subscribe to webhooks to monitor their org's Knowledge Base activity.
Coming soon
→ Display specific documents to specific accounts - This added customization means a document could only be visible to a specific customer, all your enterprise customers, buyers of a specific product, or just certain geographies (for example).
SafeBase news
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Upcoming Webinar: Trends in Trust 2024
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Feedback
Lastly, as always - please add a feature request or upvote on our customer feedback portal. We love hearing directly from you.