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User Guide: Accounts and Conversations within SafeBase

The Accounts feature allows you to automate and keep track of your interaction with customers through the use of a Private Security Portal. Conversations allow for private communications with your customers about items on the Security Portal

Step 1: Navigate to the Accounts tab

Go to the Accounts Tab in the navigation column

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Step 2: Add a new account

Click on +Add in the top right corner.
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Fill in the Company Name and Description fields. Click on Submit.
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You have an option to require an NDA before the customer can view / interact with your private status page. Learn more about this feature here. You can also optionally directly send an invitation to a member of the Account directly from this modal.

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The new account has now been created.

There are 4 different areas of an Account:

  1. Company Profile: this area shows you the details about your customer including information about their NDA status
  2. Communication: this area shows displays any questionnaires that have been uploaded by the customer. You can download the questionnaire or access the link here.
  3. Access Management: invite users to view a private version of your Security Portal (with permissions to view all details and download all files) via email.
  4. Link Sharing: invite users to view a file directly within the Security Portal via email. This is similar to the standard flow, but they will just be taken directly to the card with the specified file.
  5. Advanced: this area allows you to delete the account.

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Step 3: Invite a user to view the Private Security Portal

Click on the Invite button in the Access Management area.
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Fill in the user's name and email. You can also customize the message they will receive in the body of the invitation email. Click on Submit to send the invite.
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The user will show up in the table within the Access Management area and receive an invitation email to view your Private Security Portal.
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Step 4: User accesses the private status page

User clicks on the View Security Portal button in the invitation email and is taken to the Private Security Portal. If they have not signed an NDA yet, they will be prompted to do so. If their company has already signed the NDA, then the magic link will take them directly to the Private Security Portal.
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Users can now review all of the information on your status page and download files (policies, reports, etc.)
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The user can also upload their security questionnaire. You will get a notification email and see the questionnaire show up on the Accounts page for that customer. You can then download the questionnaire by clicking on the download button next to it.
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Step 5: User leaves comment to start a conversation

User clicks on a card in the Private Security Portal to view its details
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User clicks on the Comment box and enters their comment
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You will receive an email that states a customer has left a comment on a private status page. Click on View the comment to go directly to the Conversations Tab in SafeBase to view the comment and respond to the customer.
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