Configuring Tag Settings
- Create your tags from your account settings page and apply tags to resources accordingly.
- From the Customer Trust tab, select Settings
- In the Show on Trust Center field, select the relevant tag categories you want to be shown on your Trust Center for filtering.
Grant Access to Resources by Tags
- Go to the customer Trust Overview page and click Give Access.
- Enter the recipients, access expiration, and NDA requirement.
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For resources, click Select resources to share and select tags based on what you want to share.
- Users can remove individual resources even if tied to the selected tags
- Optionally, you can select additional resources that may not be tied to the selected tags.
- Click Give Access, and the recipients will receive a request via e-mail.
Filtering from the Trust Center
- From the Trust Center Overview tab, select View or open the URL of your Trust Center.
- From the Trust Center, you can filter by tag.
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