# Customize Trust Center

Customize your Trust Center to control how your organization presents its security posture to external users.

This includes managing branding, frameworks, subprocessors, documents, policies, knowledge base, security highlights, updates, layout visibility, and approval settings.

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  <div style="font-weight:700; margin-bottom:20px;">Who can use this feature?</div>

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    All <span style="color:#d760f9; font-weight:600;">Account Owners</span> and <span style="color:#d760f9; font-weight:600;">Security Admins</span>
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    Available on all plans
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:::info
All changes made in this view immediately affect how your Trust Center appears once Live mode is enabled.
:::

# Visibility Levels

Visibility settings are used across frameworks, documents, policies, knowledge base, and subprocessors.

These determine who can access each item.


<AccordionGroup>
  <Accordion title="Public" defaultOpen>
  Content is accessible to anyone visiting your Trust Center.
  </Accordion>
  <Accordion title="Approved Visitors">
  Content is restricted to users who have been granted access through approval workflows.
  </Accordion>
  <Accordion title="Do Not Share">
  Content is hidden from all external users.
  </Accordion>
</AccordionGroup>

:::tip
Use **Public** for general trust signals (frameworks, high-level docs) and **Approved Visitors** for sensitive materials like reports or internal policies.
:::

---

# Accessing the Edit View

<Steps>
  <Step title="Sign in to WatchDog Security">
    Sign in to the [**WatchDog Security Platform**](app.watchdogsecurity.io).
  </Step>
  <Step title="Navigate to Trust Center">
    Select **Trust Center** from the left navigation menu.
  </Step>
  <Step title="Edit Trust Center">
    Select **Edit Trust Center** within to open the Trust Center Editor
  </Step>
</Steps>

---

# Update About Us Content

<Steps>
<Step title="Open About Us Editor">
Locate the **About Us** section and click the edit icon to open the editor panel.
</Step>

<Step title="Modify Content">
Use the rich text editor to update your organization’s description, including security posture, mission, or overview information.
</Step>

<Step title="Save Changes">
Click **Save** to apply updates and reflect them in your Trust Center preview.
</Step>
</Steps>

---

# Frameworks

## Add Framework

<Steps>
<Step title="Open Framework Upload">
Click the **+** button within the Frameworks section to begin adding a new framework.
</Step>

<Step title="Upload Framework Report">
Upload the relevant framework report file (e.g., SOC 2 report).
</Step>

<Step title="Select Framework Type">
Choose the appropriate framework from the dropdown list to categorize the uploaded report.
</Step>

<Step title="Configure Framework Details">
Optionally configure:
- Auditor Name  
- Auditor Visibility  
- Custom message describing the framework  
</Step>

<Step title="Set Visibility Level">
Select the appropriate visibility level (Public, Approved Visitors, or Do Not Share) based on how broadly this report should be accessible.
</Step>

<Step title="Save Framework">
Click **Save** to publish the framework to your Trust Center.
</Step>
</Steps>

## Edit Framework

<Steps>
<Step title="Open Framework Options">
Locate the framework card and click the menu (three dots) to open available actions.
</Step>

<Step title="Select Edit">
Click **Edit** to open the framework configuration modal.
</Step>

<Step title="Update Framework Details">
Modify uploaded file, message, or visibility settings as needed.
</Step>

<Step title="Save Updates">
Click **Update Framework** to apply changes.
</Step>
</Steps>

## Remove Framework

<Steps>
<Step title="Open Framework Options">
Locate the framework card and click the menu (three dots) to open available actions.
</Step>

<Step title="Remove Framework">
Select **Remove** to delete the framework from your Trust Center.
</Step>
</Steps>

---

# Update Security Highlights

<Steps>
<Step title="Open Highlights Editor">
Click the edit icon within the **Security Highlights** section.
</Step>

<Step title="Toggle Security Controls">
Enable or disable specific highlights that represent your organization’s security capabilities.
</Step>

<Step title="Save Changes">
Click **Save Changes** to update the displayed highlights.
</Step>
</Steps>

:::tip
Security highlights act as a quick summary for visitors — keep them aligned with your strongest controls.
:::

---

# Configure Subprocessors

<Steps>
<Step title="Open Subprocessor Settings">
Click the three-dot menu within the Subprocessors section.
</Step>

<Step title="Launch Configuration Panel">
Select **Configure Subprocessors** to open the vendor selection interface.
</Step>

<Step title="Search and Select Vendors">
Use the search bar to find vendors already added in [**Vendor Management**](/vendor-management-7260726f0).
</Step>

<Step title="Update Visibility">
Toggle each vendor to Show or Hide depending on whether it should be visible externally.
</Step>
</Steps>

:::info
Subprocessors are sourced directly from Vendor Management to ensure consistency across your platform.
:::

---

# Documents

## Upload Document

<Steps>
<Step title="Open Documents Section">
Navigate to the **Documents** section within the Trust Center editor.
</Step>

<Step title="Start Upload Process">
Click **Upload Document** to open the upload modal.
</Step>

<Step title="Upload File">
Select and upload the document file from your system.
</Step>

<Step title="Configure Visibility">
Choose the appropriate visibility level depending on access requirements.
</Step>

<Step title="Save Document">
Confirm the upload to make the document available in your Trust Center.
</Step>
</Steps>

## Sync Documents

<Steps>
<Step title="Open Sync Settings">
Click **Sync Configuration** within the Documents section.
</Step>

<Step title="Import Existing Documents">
Select documents from your Document Center to sync into the Trust Center.
</Step>

<Step title="Confirm Sync">
Apply the configuration to import selected documents.
</Step>
</Steps>

:::tip
Syncing documents reduces duplication and ensures consistency across compliance and Trust Center content.
:::

---

# Share Policies

<Steps>
<Step title="Open Policies Section">
Navigate to the **Policies** section.
</Step>

<Step title="Select Policy">
Locate the policy you want to share from the list of available policies.
</Step>

<Step title="Configure Visibility">
Set the visibility level (Public, Approved Visitors, or Do Not Share).
</Step>

<Step title="Apply Changes">
Save or confirm the selection to publish the policy.
</Step>
</Steps>

:::info
Only published policies from [**Policy Management**](/policy-management-7260724f0) are available for sharing.
:::

---

# Knowledge Base

## Add Knowledge Base Item

<Steps>
<Step title="Start Knowledge Base Entry">
Click **Add Knowledge Base** within the Knowledge Base section.
</Step>

<Step title="Enter Question">
Provide the question or topic that external users may ask.
</Step>

<Step title="Provide Answer">
Write a clear and informative response.
</Step>

<Step title="Assign Tags">
Add relevant tags to categorize the entry.
</Step>

<Step title="Set Visibility">
Choose who can access this content.
</Step>

<Step title="Save Entry">
Click **Add Knowledge Base** to publish.
</Step>
</Steps>

---

# Updates

## Add Update

<Steps>
<Step title="Create New Update">
Click **Updates +** to begin creating a new update.
</Step>

<Step title="Enter Update Details">
Provide a name and select the appropriate category.
</Step>

<Step title="Set Publish Date">
Choose when the update should be visible.
</Step>

<Step title="Write Description">
Enter the update content that will be shown to users.
</Step>

<Step title="Save Update">
Click **Add Update** to publish.
</Step>
</Steps>

---

# Customize Public View

## Show / Hide Sections

<Steps>
<Step title="Open Public View Settings">
Expand the **Customize Public View** panel in the right side menu
</Step>

<Step title="Toggle Sections">
Enable or disable sections such as Frameworks, Documents, Policies, Knowledge Base, and others.
</Step>

<Step title="Apply Changes">
Changes are applied immediately to your Trust Center layout.
</Step>
</Steps>

---

## Update Colors

<Steps>
<Step title="Select Heading Color">
Choose a color for section headings to match your branding.
</Step>

<Step title="Select Accent Color">
Choose an accent color used across buttons and highlights.
</Step>
</Steps>

---

# Approval Configuration

## Configure Access Controls

<Steps>
<Step title="Open Approval Settings">
Expand the **Approval Configuration** panel.
</Step>

<Step title="Enable Approval Requirements">
Toggle settings such as:
- Require approval for access  
- Require re-approval  
- Require approval for subprocessors  
</Step>

<Step title="Set Re-Approval Duration">
Define how frequently users must re-request access.
</Step>

<Step title="Save Configuration">
Apply changes to enforce access controls.
</Step>
</Steps>

---

# Activate Trust Center

## Enable Live Mode

<Steps>
<Step title="Locate Live Toggle">
Find the **Inactive / Live** toggle in the Trust Center header.
</Step>

<Step title="Activate Trust Center">
Switch the toggle to **Live** to make your Trust Center publicly accessible.
</Step>
</Steps>

---

## What Happens Next

<TipInfo>Your Trust Center becomes accessible via the public profile URL.</TipInfo>
<TipInfo>Visibility settings immediately control what content external users can access.</TipInfo>
<TipInfo>Approval settings determine access to restricted content.</TipInfo>
<br>

---

# Troubleshooting

<AccordionGroup>

<Accordion title="Content Not Visible" defaultOpen>
Verify:
- Section is enabled  
- Item visibility is not set to Do Not Share  
- Trust Center is in Live mode
</Accordion>

<Accordion title="Users Cannot Access Restricted Content">
Check:
- Approval settings  
- Access requests  
- Visibility set to Approved Visitors
</Accordion>

</AccordionGroup>