Table of Contents
Summary
A Whistic Trust Center simplifies the vendor assessment process, saving your InfoSec team countless hours previously spent answering questionnaires while helping your sales team close deals faster.
A Whistic Trust Center enables you to:
- Consolidate all of your standard questionnaires, audits, and certifications in one place.
- Build trust at the outset of customer relationships by sharing your Whistic Trust Center proactively with prospects.
- Save time by responding to questionnaire requests with your complete Whistic Trust Center.
This article covers how you get started setting up your Whistic Trust Center.
🔐 Access
Users who gain access to a Basic Trust Center after completing a questionnaire request will receive the Whistic Trust Center tab and the option to begin creating their Basic Trust Center. This Trust Center is private and can not be accessed by another user unless it is explicitly shared with them, through a Whistic Trust Center share.
🛠️ Trust Center Setup Steps
Once you have gathered or completed all of the information that you want to share you can start building your Whistic Trust Center.
- Select Whistic Trust Center from the left navigation menu.
- Select Edit Trust Center to begin building your Trust Center.
Please note: Smart Search and Assurance Center are not available on free accounts.
A. About: Use the About section to describe your commitment to security, link to outside resources, and include other information for recipients of the Trust Center.
B. Audits & Certifications: Add badges to your Trust Center that show your audits and certifications. Click HERE for details.
C. Questionnaires: Select Add Questionnaires this will give you the option to choose any of your completed questionnaires in Whistic to add to this Trust Center. Any documents uploaded as part of the questionnaire answers will automatically be displayed with the questionnaire.
D. Additional Documents: Upload additional supporting documentation that will be helpful for those who will view this Trust Center. Click HERE for details.
E. Security Team: Let others know who manages this Trust Center. It is helpful to upload a picture to your Whistic account so when you are added to the Security Team section Trust Center recipients get a personal look at who this is coming from.
F. Trust Center Quick Links: This feature allows you and Trust Center recipients the ability to quickly jump to the various sections of your Trust Center.
G. Additional Settings:
Preview: Provides you with a peak at the recipient's view
Ellipsis (3 dots): Allows you access to the Trust Center Settings menu
⚙️ Trust Center Settings
Name and Description
The Trust Center name can be edited or updated as needed. The company name is greyed out but the Trust Center name can be edited at any time. Type in the Trust Center name you want to change it to and go back to the Trust Center.
Sharing
There are two ways to share your Whistic Trust Center:
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Publish to the Trust Center Exchange - Make it easy for Whistic customers to assess your security posture by joining thousands of companies who have published their Trust Center to the Trust Center Exchange
If you turn on Require Admin Approval, we recommend you make it clear in your About section what your customers can anticipate regarding your Approval/Denial process and requirements.
- Share Button - Located at the top in the middle of the page.
Share Count
Total number of Trust Center shares remaining for the month will be displayed and will reset the first of each calendar month. There will be three shares allowed within the calendar month, if the shares go unused it will not roll over to the next calendar month.
Sharing to one or multiple recipients from the same organization will count as one share. When sharing to multiple recipients from different organizations this will count as multiple shares, one for each recipient. Shares within your organization are unlimited and will not affect the share count.
Imports from the Trust Center Exchange will not count as shares, extending to recipients re-accessing the shared Trust Center multiple times.
Upgrade to a paid account for unlimited sharing with customers.
🔗 Trust Center > Shares
Trust Center shares are recorded in the Shares section under the Trust Center drop-down. This is where you can view, edit, and cancel shares. For more details, please click HERE.