Requestable Resources enables you to review, approve or deny requests for resources that you don't want publicly accessible but can be shared with select individuals. A great example is a SOC2 report.
Make a Resource Requestable
Resources can be made requestable by Trust Center Admins. To make a resource requestable, log into your Trust Center and go to the Resources tab.
- Next to a resource, click on the ... and then click Edit
- Find the Visibility field and select Requestable
- Click Save
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 some additional information.
Reviewing Requests: Approve, Deny or Re-send Access
From your Resources Page
- Go to your Resource tab and click on the Manage Access button
- Approve a request by clicking the Approve icon next to a request
- Deny a new request for access by clicking the Deny icon next to a request
- Re-send an access link by clicking the Send icon next to a resource
From the Resource Edit Panel
- Next to a resource, click on the ... and then click Edit
- Click on the Manage Access button
- Approve a request by clicking the Approve icon next to a request
- Deny a new request for access by clicking the Deny icon next to a request
- Re-send an access link by clicking the Send icon next to a resource