Easily Add Accounts, Auto Invite, SafeBase Trust Alliance (4/13/23)

➕ Easily add accounts and members with an import file

Want a quick way to add accounts and account members to your Trust Center? Look no further than the 'Import' button on the Accounts tab. Now you can easily create new accounts or add members through a file import. To note - the file needs to be either .csv or .xlsx, with certain data fields (e.g., account name, NDA provider). Once you click 'Import' you will see additional details including a template, or learn more here.


👥 Auto invite directly from Salesforce

Wish there was a way to automatically invite people to your Trust Center once certain fields are updated in Salesforce? For example, when opportunities with 'opportunity type' ='new' are moved to 'demo', auto invite the primary contact to access your Trust Center. This is how SafeBase has our auto invite configured, and now you can too 🎉 .

This new automated flow detects changes in specified fields in Salesforce, follows pre-defined rules, and invites them to SafeBase. Proactively sharing your Trust Center in the sales process has never been easier! To note - this feature is only available to enterprise customers with Salesforce integration. Please reach out here or to your CSM if you want to rock and roll with auto invite. If you are a HubSpot user and would like a similar workflow let us know - either through email or voting here.

🚀 But wait, there's SO MUCH more!

→ Support of Google Analytics 4 (GA4) - SafeBase can now support both GA formats, the soon-to-be sunsetted GA3 as well as GA4. Navigate over to 'Security Portal Settings' and add your GA ID.


→ New additions to 'Compliance' card - you can now add CSA Trusted Cloud Providers, CPRA, and VCDPA to the compliance card! Want to learn more about these certifications? Check out this article about the difference between CCPA and CPRA.

→ New webhooks added to event catalog - new events have been added, beyond the previously launched events (past events include access request, doc downloaded, etc.). These new events include: access request needing manual approval, access request blocked, access requested, org member added, org member suspended, questionnaire submitted, and Trust Center viewed.Now growth and enterprise customers can further enhance custom workflows based on these SafeBase activities. Reply here, reach out to your CSM, or check out these help articles to get started.

🗓️ Coming soon

→ Multiple product Knowledge Base (KB) - if you have multiple products in your Trust Center, you will be able to manage KB content for each product.

→ Account colleague invite flow - this new flow will allow account members (those viewing and accessing your Trust Center) to easily invite their colleagues, for example - security lead. This will help ensure the right person has access at the right time, further speeding up security reviews!

📣 SafeBase news


SafeBase just launched our newest initiative - the Trust Alliance! Join founding members, including - LinkedIn, Jamf, Asana, Confluent, FullStory, Crossbeam, Split, Mailgun (and more!) in prioritizing trust communication.We envision this community as a space to: connect with other leaders who share your same vision on trust and transparency, showcase your Trust Center, attend events, receive recognition for your ongoing security efforts, and learn tips and tricks from others in the community.Want to become a member? Simply respond to this email or via this google form if you are in! Learn more about the Trust Alliance here.


Heading to RSA? Come visit us at Booth 1957 in the South Expo Hall. Our team would love to say hi 👋.Also please join us on Mon. April 24th for the RSA Innovation Sandbox. SafeBase is one of the ten finalists selected to pitch. Please come cheer us on! Learn more about the competition here.

Lastly, as always - please add a feature request or upvote on our customer feedback portal. We love hearing directly from you!