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How do I use Requestable Resources?

How do I use Requestable Resources?

Requestable Resources allows you to securely host and list resources on your Trust Center without making their contents public, enabling your customers and prospects to requests access to these resources. Your team is able to review, approve or deny access for these resources which are not publicly accessible, but can be shared with select individuals.

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Requestable Resources are available to customers on the Starter plan and above. Upgrade in your Billing to get access to Requestable Resources.

To get to your Billing Settings:

  1. Log into your Trust Center
  2. Click on your Avatar and click on Billing from the popup

Make a resource requestable

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Resources can be made requestable by Trust Center Admins. To make a resource requestable, log into your Trust Center and head over to your Resources.

  1. Next to a resource, click on the ... and then click the 🖋️ to open the Edit Panel.
  2. Find the Visibility field and select "Requestable".
  3. Save your changes.

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When visitors to your Trust Center go to your Resources, they will see a "request" button next to each Requestable Resource. To make a request, visitors will need to provide an email and can optionally provide a message detailing why they're making a request for that resource.

Reviewing Requests: Approve, Deny or Re-send Access

From your Resources page

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When visitors request resources, Trustpage provides you the opportunity to review those requests before approving or denying access.

  1. Go to your Resource page click on the Manage Access button.
  2. Approve a request by clicking the Approve icon next to a request.
  3. Deny a new request for access by clicking the Deny icon next to a request.
  4. Restore Access by clicking the send icon next to an item in the No Access section

From the Resources' Edit panel

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Similar to the global Manage Access panel on the Resources page, you can approve, deny or resend access to any user listed from the Edit panel of a Resource.

  1. Next to a Requestable resource, click on the ... and then click Edit from the pop-up to open the Edit Panel.
  2. Click on the Manage Access button.
  3. Approve a request by clicking the Approve icon next to a request.
  4. Deny a new request for access by clicking the Deny icon next to a request.
  5. Restore Access by clicking the send icon next to a item in the No Access section