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To provide access to your TrustShare, you need to directly share it by inviting users, or you can allow users to request access by linking your TrustShare URL to your company website!

Yes! We offer custom domain. If you are interested in this feature, please reach out to your Customer Success Manager or our Support team at [email protected] to initiate this process!

Make sure that your TrustShare (TS) is published and live. 

To invite a new user:

  1. Go to your TrustShare Admin portal and click on the Invite New User button from any of the user pages.
  2. Fill out the required information and select the documents you want to share. Click on the “Invite and Share” button.
  3. After you have sent your invitation, you can view this user and manage their invite on the ‘Invited Users’ page in the TrustShare Admin portal.

To publish changes to your TrustShare, 

  1. Under the “Manage My TrustShare” section.
  2. Navigate to “Branding” or “Home.” 
  3. Click on the “Publish” button.

Currently, the only information that is pulled from Salesforce or HubSpot is the name of your company and the deal size associated to the opportunity selected.

You don’t need to have TrustShare (TS) published to upload a document.

To upload a document,

  1. Navigate to the document section. 
  2. Click on the “Add Document” button
  3. Upload or link to a document on the web.

Make sure your TrustShare is published. 

To leverage Data Rooms,

  1. Navigate to the Data Rooms section. 
  2. Click on the “Add Data Room” button. 
  3. Specify a name. 
  4. Select the documents you want to share only with selected individuals. 
  5. Add your users.

To upload a security questionnaire,

  1. Navigate to the questionnaire section
  2. Click on the “New Questionnaire” button. 
  3. You can choose to have your questionnaire imported by our white-glove service team, choose the self-serve option, or select a standardized template from our questionnaire library!

For white-glove import and export, a 48 hour turn-around time is estimated just to be safe, but it is normally much quicker than that! Typically questionnaires are returned by the white-glove service team in 2-3 hours!

Yes! You can invite other people within your organization to the platform and delegate questions to streamline the questionnaire process!

Yes! When answering a question or editing a submitted answer, you can easily search keywords to include controls and/or previously provided responses, even if they weren’t detected as a match!

Yes! We offer a Chrome Extension that takes answering security questionnaires to the next level by accessing our powerful features directly from your browser. Link for download:


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