Creating A Trust Portal Profile

The Trust Portal is designed to help you easily share your internal risk and Compliance Assessments, Control Sets, and Documents with your customers, regulators and whoever else you want to share your bona fides with.

The Trust Portal is all about getting on the front foot of building transparency and trust with the relevant stakeholders and customers.

Specifically, the Trust Portal allows you to share company and product information, assessment results (think ISO 27001), control sets, and any supporting documentation.

Create your Trust Profile(s)

The Trust Portal allows you to create Trust Profiles.

Trust Profiles can be used to share information and assessments with the relevant stakeholders. Access to Trust Profiles is controlled at the individual Trust Profile level. Your team can have one or many Trust Profiles. For instance, a company may have only one product or service with which they need to share relevant information and thus would only need one Trust Profile.

Alternatively, a company may have multiple products and services and thus may require multiple Trust Profiles for each product or service.

The Trust Portal and Trust Profiles are flexible to meet whatever your needs are.

To Create a Trust Profile

Select Trust Portal from the left navigation panel, then click + Creat New Profile button.

A Create New Profile box will appear - here you can edit the Profile Name, provide a brief Overview (optional), and add any Contact Details (optional).

Click the Create Profile icon to confirm and generate the new Trust Profile record.

Edit your Trust Profile

Click the Edit icon within the Overview section to add or modify the Contact Details, please note that clicking the edit icon again will save all changes made.

Note - the edit icon save is only for overview details. This is not for whole profile. 

Tags - use tags to filter the existing tags in the profile here.

You can also add Assessments, Control Sets, or Documents to your Trust Portal Profile.