Your prospects and customers can now view documents directly in-app! By default, each doc will have two options - 'View' or 'Download', giving even more control to how your stakeholders interact with your Trust Center.
Want to customize these settings? Maybe only allow viewing? Head over to Org Settings > Document Settings > PDF Documents to make changes. Or check out this help article to learn more.
Webhooks integration is now live! Admins can now define webhooks to receive events from SafeBase, and create custom workflows or notifications. Saweeet. For example - when a new access request comes in, you can create a Zapier Webhooks Zap to post on a designated slack channel and notify a specific person or group. Or if someone submits a questionnaire, you can create a Zap to send that doc directly to a Google Drive folder and create a ticket in ClickUp. The possibilities are endless.To note, this feature is only available for paid plans. Reach out (via this email or to your CSM) to get started, or check out our help article to see more use cases.
Now you can track review status for each account! This gives you a snapshot, directly on your Accounts table, into where each account is in the assessment process - either 'not started', 'in progress', 'completed', 'inactive', or 'other'.How exactly is this info determined? Seven days after first logging in, account members will get an email asking if they have completed the review. From this, you and your team will have visibility into the process - helping you to follow-up accordingly. Have questions? Help article here.
→ Add SBOM (Software Bill of Material) - within the 'App Security' card. As SBOM emerges as a key building block in software security, we are excited about this functionality, and cannot wait to further enhance in the future (including plans to automatically fetch details).
Not as familiar with SBOM or want to learn more? Our friend Walter Haydock from StackAware wrote this great summary article.
→ Single use access link - to further improve your Trust Center security - the access links sent to account members (those approved of accessing your Trust Center) will be single use and expire in 24 hours. In short, this will prevent someone from forwarding an access link. Added security ✓. Learn more about our magic link in this help article.
→ Migration of Jira integration - SafeBase has moved to Tray as our integration platform. As this migration requires authorizing Tray, it is necessary to re-set your Jira integration. Within Settings > Integration you will see Jira (legacy) and Jira. Simply 'configure' Jira and you're all set.