📔
User Guide
📔

User Guide

SafeBase - Set-up and Onboarding

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User Guide: What is a Security Portal?
🛃
User Guide: Adding a CNAME record
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User Guide: How to Setup a DocuSign or Clickwrap NDA
🧩
User Guide: Setting Up SAML 2.0
👩‍💼
User Guide: Salesforce Integration (Enterprise Plan)
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User Guide: Branded Email Notifications Set-up (Enterprise Plan)
💬
User Guide: Slack Bot Integration
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User Guide: Watermarking
🎨
User Guide: Customizing Your Security Portal
💬
User Guide: Intercom, Google Analytics & Tag Manager Setup

SafeBase - General User Guides

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User Guide: Knowledge Base
📈
User Guide: Analytics
🔐
Member Login on a Public Security Portal
✨
Magic Links for Private Security Portal Logins
🗣️
User Guide: Chat/Conversation Function
🆕
Designate Default Roles for New Members
User Guide: End to End Experience with NDA Signed Outside SafeBase
🤝
User Guide: Trust Center Updates

SafeBase for GTM teams - For Sales Enablement

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Video Series: SafeBase Sales Training
👫
User Guide: Add a Prospective Customer Account from within SafeBase App
⁉️
User Guide: Security Questionnaire - End to End flow
✉️
User Guide: Accounts and Conversations within SafeBase
🫂
Video: What Do Your Prospective Customers Experience Through SafeBase?
❓
Uploading a Questionnaire From a Customer
🎥
Video: How to Approve an Access Request in SafeBase

SafeBase for Security Security Portal Visitors - Conducting Security Review

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User Guide: Security Portal Visitors