How do I use Requestable Resources?

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. 
  1. Next to a resource, click on the ... and then click Edit
  2. Find the Visibility field and select Requestable
  3. 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

  1. Go to your Resource tab and 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. Re-send an access link by clicking the Send icon next to a resource

From the Resource Edit Panel

  1. Next to a resource, click on the ... and then click Edit
  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. Re-send an access link by clicking the Send icon next to a resource