Creating a Trust Center

You can create Trust Centers with multiple sections that can be configured to include a mix of content, such as consent preferences, privacy requests, data elements, and other necessary headers, footers, or FAQs. Once the Trust Center is created, you will be able to organize it into separate sections, which provides additional structure and flexibility in setting up the Trust Center experience.

To create a new Trust Center

  1. On the Trust Center menu, select Portals. The Trust Center portals screen appears.


  2. Click the Create portal button. The Create portal modal appears.

  3. Complete the fields, as needed. For more information, see Create Portal Modal Reference.
  4. Click the Create button.
    Note:

    The new Trust Center will be available in the list screen in Draft status. You will need to publish your Trust Center to get a usable link. See To publish a Trust Center below.

Create Portal Modal Reference



Field
Description
Portal name

Enter a unique name for this Trust Center.

Organization

Select the organizational group which is responsible for the Trust Center.

Description

Enter a description for this Trust Center.

To publish a Trust Center

  1. On the Trust Center menu, select Portals. The Trust Center portals screen appears.

  2. Click the link in the Portal column for the Trust Center you want to publish.
  3. Click the Publish button. The Publish modal appears.


  4. Click the Publish button. The Trust Center is published.
  5. The Successfully published modal appears. Click the Copy Link or the Test button to navigate to the Trust Center that is now live.


To view Trust Centers within your organization

  1. On the Trust Center menu, select Portals. The Trust Center portals screen appears.

  2. This list screen will show all current Trust Centers. Use the search function and pagination options to locate specific Trust Centers. For more information, see Trust Center Portals List Screen Reference
  3. Click the link in the Portal column to view and manage details about a Trust Center. The Settings tab appears. Your Trust Center is divided into the following five tabs: Settings | Builder | Branding | Authentication | Translations.


Settings tab

You can configure settings for your Trust Center on the Settings tab. Review and update the basic Trust Center information and language preference(s) as necessary.

For more information, see Configuring Settings for Trust Center.

Builder tab

Once you have created a Trust Center, you can begin building out the content that you want to include in it. Navigate to the Builder tab to start adding your sections.

For more information, see Managing Content in the Trust Center.

Branding tab

You can customize the branding of the Trust Center to utilize your organization's branding and colors. You can configure the branding directly from the Branding tab choosing one of the available options: Brand or Appearance.

Note:

When a new Trust Center is created, it automatically inherits the branding configured in Global Settings > Email and Branding > Application Branding.

For more information, see Configuring Brand for Trust Center and Customizing Appearance for Trust Center.

Authentication tab

You can configure your Trust Center to allow data subjects to log in using one-time passwords and magic links on the Authentication tab.

Note:

This tab only appears if you have configured sections that require authentication, such as the Consent preferences and Privacy request sections.

For more information, see Configuring Authentication for Trust Center.

Translations tab

You can translate your Trust Center into additional languages. Translations for your Trust Center can be managed directly on the Translations tab.

Note:

This tab only appears if you have enabled the Show language menu setting on the Settings tab.

For more information, see Customizing Translations for Trust Center.

Trust Center Portals List Screen Reference



Field
Description
Portal

The unique name for this Trust Center.

Description

The description for this Trust Center.

Status

The status current status of the Trust Center. Trust Centers can appear in Draft or Published status.

Link

The Trust Center link. Click on the Link icon to copy the Trust Center URL. Paste it on a new tab of your browser to be able to access the Trust Center login screen.

Updated by

Name of the user who last updated the Trust Center.

Last updated

Date when the Trust Center was last updated.

Last published

Latest date when the Trust Center was published.

To delete and redirect a Trust Center

  1. On the Trust Center menu, select Portals. The Trust Center portals screen appears.

  2. Click the Context Menu icon for the Trust Center you want to delete and redirect.
  3. Click Delete and redirect. The Delete trust center modal appears.


  4. Select a Trust Center or a different URL to redirect your portal.
  5. Click the Delete button.
    Note:

    This action is irreversible.