SafeBase - Set-up and Onboarding
User Guide: What is a Security Portal?
User Guide: Adding a CNAME record
User Guide: How to Setup a DocuSign or Clickwrap NDA
User Guide: Setting Up SAML 2.0
User Guide: Salesforce Integration (Enterprise Plan)
User Guide: Branded Email Notifications Set-up (Enterprise Plan)
User Guide: Slack Bot Integration
User Guide: Watermarking
User Guide: Customizing Your Security Portal
User Guide: Intercom, Google Analytics & Tag Manager Setup
SafeBase - General User Guides
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
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
User Guide: Security Portal Visitors