The Trust Center lets you share a ready-made security profile with potential customers. Share your security, privacy, and compliance info onceβand save your team from answering repetitive questionnaires. It speeds up your sales process and shortens your sales cycle.
πΉ Access Your Trust Center
Click the building icon β Trust Center to view or edit.
β
β
πΉ Build Your First Trust Center
Pick categories from the left-hand menu.
β
βCustomize based on your preferences.
β
βPanorays pre-fills publicly available info to save time.
β
β
π‘ Pro tip: Create multiple Trust Centers for different use cases via the dropdown β New Trust Center.
πΉ Add Links or Files
Insert a link: Click Insert β Save
β
βUpload a file: Select your file β Save. When uploading a PDF, you can flag it with 'Allow Downloads' so the viewer will be allowed to download the file
β
β
πΉ Edit or Remove Sections
Edit section: Click it β pencil icon
β
βRemove section: Click it β trash icon
β
βEdit/remove subsection: Click pencil icon β hover over subsection β remove
β
β
πΉ Collaborate With Colleagues
Click Invite Collaborator (bottom left) to work together on a Trust Center
β
β
πΉ Add an NDA
Click Add NDA in the top-right corner once your Trust Center is ready
β
β
πΉ Share Your Trust Center
Click Share (top-right corner). There are two private sharing options:
Send to a specific email address of the contact person at the company
Generates a company's private link
β
β
Optional: Set an expiration date & request NDA, the default is 30 days.
β
βOptional: Create a public link for external sharing or your website
β
β
π§ Youβll get an email when someone views your Trust Center for the first time.
πΉ Salesforce Integration
Integrate your Trust Center with Salesforce for your sales team
β
βContact your Customer Success Manager or [email protected]
β
β
πΉ Track Engagement
Click dropdown β Track Engagement
β
βSee all shared Trust Centers, including:
β
βDate shared
β
βNDA status
β
β
Last viewed date