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Approve Trust Center access requests

When Restricted View is on, visitors must request access to your Trust Center. You decide who gets in.

Where: Trust Management → Trust Center → Pending Requests and Allowed Viewers tabs.

Who: admins, or members whose department has access to the Trust Center module.

Before you start: Restricted View must be enabled. See Turn on your Trust Center.

Approve or reject a request​

  1. Open Pending Requests.
  2. In the Pending Requests List, check who is asking and the access they want (for example Full Access).
  3. Click Approve or Reject on the row.

Click View History to see requests you have already handled.

See or revoke who has access​

  1. Open Allowed Viewers.
  2. The Access List shows each viewer's email, how many times they viewed the Trust Center, their access (Full Access or Restricted Access), status and when access expires.
  3. To remove someone, click Revoke Access on their row and confirm.

Troubleshooting​

SymptomWhat to do
The tab shows Go to settings and Enable the Restricted Access Option instead of a list.Restricted View is off. Turn it on in the Settings tab.