How do I share Resources?

Resource sharing allows you to generate a unique link associated with an email address in order to grant access to specific resources.

Granting access to resources directly from your Trust Center allows you to maintain a single source of truth and keep your resources out of email inboxes, so they're less likely to fall into the wrong hands.

Sharing Resources

    1. Click the ... icon next to the resource
    2. Click Share Access
    3. Here, you can enter an email address to share one resource or select checkboxes to share multiple resources
    4. Click Share at the bottom of the panel
      • Sharing a resource with a visitor for the first time will prompt them to create an account with your Trust Center. This allows the visitor to access all resources shared with them while logged in.

    Revoking access to Resources

    1. Click the ... icon next to the resource
    2. Click Edit
    3. Click Manage Access
    4. Click the trash bin icon to revoke users' access to the resource
    • Revoked users will receive an error message should they attempt to re-visit the resource.

    Re-send access link

    1. Click the ... icon next to the resource.
    2. Click Edit
    3. Click Manage Access
    4. Click the paper airplane or arrow icon to resend the access link via email