Overview

Team Members can share published Trust Centers from the Active tab of Profile Center and the Profile tab and Access tab of specific profiles.

You can also selectively share parts of a Trust Center with certain designated viewers.

Permissions

You must be a Super Admin to create and apply the custom role that specifically grants users publishing permission.

Granting Profile Center publishing permission

Super Admins must create and apply a custom role that specifically grants users publishing permission.

1. Go to Organization Settings > Manage Roles > Add Role, then turn the Profile Center toggle on.

2. Check the Publish Profile box, then click Create Role.
   Note: Checking this box automatically selects the Manage Profile, View Profile Artifact, and Download Profile Artifact options.

Sharing profiles

1. Click the Share button from one of the following areas:

   • The Active tab of the main Trust Center page.

   • The Trust Center tab within your Trust Center.

   • The Shared Members tab of the Access tab.

2. The Share with people pop-up displays, including a list of members who already have access. Enter the email(s) of the client you want to share with and choose the access you want them to have:
   Note: Multiple emails must be added as comma-separated values. 

   • View Only: Viewers can only view the Trust Center.

   • Full Access: Viewers can view and download the Trust Center.

3. (Optional) Set the access expiry for the profile. You can choose from preset durations of 30, 60, or 90 days or select a custom date of your choice.
   Note: By default, the expiry is set to Never.

4. Click Trust Center.

Selectively sharing parts of a profile

1. Click the Expand arrow next to the Share button from one of the following areas:

   • The Active tab of the main Trust Center page.

   • The Trust Center tab within your Trust Center.

   • The Shared Members tab of the Access tab.

2. Select the sections and artifacts you want to share, then click Share Selected.
   Note: You can click Preview to preview it before sharing it.

3. The Share with people pop-up displays, including a list of members who have access to the profile. Enter the email(s) of the client you want to share the profile with and choose the access you want them to have:
   Note: Multiple emails must be added as comma-separated values.

   • View Only: Viewers can only view the Trust Center.

   • Full Access: Viewers can view and download the Trust Center.

4. (Optional) Set the access expiry for the profile. You can choose from preset durations of 30, 60, or 90 days or select a custom date of your choice.
   Note: By default, the expiry is set to Never.

5. Click Trust Center.

   • Editing allows you to add or remove items, or change the share type from Partial to Full.

   • Newly added artifacts will be automatically added to full share versions, but not to partial share versions; you will have to add them manually.

   • If an artifact is part of a partially shared profile, and that artifact is deleted from the full version of the profile, it is removed from the shared version as well.