# User Guide

URL: /en/docs/user-guide
Last Updated: 2026-07-30T21:15:44.113Z

## Description
Complete guide to using the Trust Center Admin interface for managing customer accounts, documents, certifications, and compliance workflows

## Available Actions
- Navigate to related topics
- View step-by-step instructions
- Get best practices

## Content
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# Admin Center User Guide

Welcome to the comprehensive user guide for the Trust Center Admin Center! This documentation will help you master every aspect of managing your compliance and trust center operations.

## Quick Start

<Cards>
  <Card title="Getting Started" href="/en/docs/user-guide/login" icon={<PlayCircle />}>
    New to the Admin Center? Start here for the essential basics
  </Card>

  <Card title="Login & Access" href="/en/docs/user-guide/login" icon={<Key />}>
    Sign in, accept invitations, and reset passwords securely
  </Card>

  <Card title="Account Management" href="/en/docs/user-guide/accounts" icon={<Building />}>
    Learn how to create and manage customer accounts
  </Card>

  <Card title="Document Management" href="/en/docs/user-guide/documents" icon={<FileText />}>
    Upload, organize, and control access to compliance documents
  </Card>
</Cards>

## Core Features

### Account Management

Manage your customer organizations and their compliance journey.

<Cards>
  <Card title="Account Overview" href="/en/docs/user-guide/accounts" icon={<Building />}>
    View and manage all customer accounts in one place
  </Card>

  <Card title="Create New Account" href="/en/docs/user-guide/accounts/create-account" icon={<PlusCircle />}>
    Set up new customer accounts with proper configuration
  </Card>

  <Card title="Account Settings" href="/en/docs/user-guide/accounts/manage-account" icon={<Settings />}>
    Configure account details, contacts, and access settings
  </Card>

  <Card title="Account Documents" href="/en/docs/user-guide/accounts/account-documents" icon={<Folder />}>
    Manage document access and permissions per account
  </Card>
</Cards>

### Document Management

Control your compliance documents and access permissions.

<Cards>
  <Card title="Document Library" href="/en/docs/user-guide/documents" icon={<FileText />}>
    Browse and manage your complete document library
  </Card>

  <Card title="Upload Documents" href="/en/docs/user-guide/documents/upload-documents" icon={<Upload />}>
    Add new documents with proper categorization
  </Card>

  <Card title="Document Templates" href="/en/docs/user-guide/documents" icon={<Copy />}>
    Use templates to streamline document creation
  </Card>

  <Card title="Access Controls" href="/en/docs/user-guide/accounts/account-documents" icon={<Shield />}>
    Configure who can access which documents
  </Card>
</Cards>

### Trust Center Layout

Design custom layouts and content experiences for your Trust Center.

<Cards>
  <Card title="Custom Tabs" href="/en/docs/user-guide/custom-tabs" icon={<LayoutGrid />}>
    Build bespoke Trust Center tabs with custom layouts and content blocks
  </Card>
</Cards>

### Updates

Publish Trust Center updates and notify subscribed customers.

<Cards>
  <Card title="Updates" href="/en/docs/user-guide/updates" icon={<Bell />}>
    Create, schedule, share, and manage customer-facing update timelines
  </Card>
</Cards>

### Certifications

Manage compliance certificates with validity tracking.

<Cards>
  <Card title="Certification Overview" href="/en/docs/user-guide/certifications" icon={<Award />}>
    View and manage all your compliance certifications
  </Card>

  <Card title="Add Certifications" href="/en/docs/user-guide/certifications" icon={<PlusCircle />}>
    Create and configure new certifications
  </Card>

  <Card title="Certification Templates" href="/en/docs/user-guide/certifications" icon={<Copy />}>
    Use predefined templates for common certifications
  </Card>
</Cards>

### Subprocessors

Publish and maintain your vendor register.

<Cards>
  <Card title="Subprocessor Overview" href="/en/docs/user-guide/subprocessors" icon={<Users />}>
    Understand how vendor records connect the admin center and Trust Center.
  </Card>

  <Card title="Create a Subprocessor" href="/en/docs/user-guide/subprocessors/create-subprocessor" icon={<ClipboardPlus />}>
    Capture vendor identity, processing locations, and Markdown usage details.
  </Card>

  <Card title="Manage Subprocessors" href="/en/docs/user-guide/subprocessors/manage-subprocessors" icon={<Wrench />}>
    Update badge assets, adjust usage summaries, or remove vendors.
  </Card>
</Cards>

### User Management

Handle user invitations, roles, and permissions.

<Cards>
  <Card title="User Overview" href="/en/docs/user-guide/users" icon={<Users />}>
    Manage all users and their access levels
  </Card>

  <Card title="Invite Users" href="/en/docs/user-guide/users" icon={<UserPlus />}>
    Add new team members to your admin center
  </Card>

  <Card title="Manage Permissions" href="/en/docs/user-guide/users" icon={<Shield />}>
    Configure role-based access controls
  </Card>
</Cards>

## Configuration & Customization

### Brand Management

Configure your white-label themes and trust center appearance.

<Cards>
  <Card title="Brand Settings" href="/en/docs/user-guide/brand" icon={<Brush />}>
    Customize colors, logos, and overall appearance
  </Card>

  <Card title="Logo Management" href="/en/docs/user-guide/brand" icon={<Image />}>
    Upload and manage your brand logos
  </Card>

  <Card title="Theme Customization" href="/en/docs/user-guide/brand" icon={<Palette />}>
    Configure colors and styling options
  </Card>
</Cards>

### Integrations

Set up API keys and external integrations.

<Cards>
  <Card title="Integration Overview" href="/en/docs/user-guide/integrations" icon={<Cable />}>
    View and manage all your integrations
  </Card>

  <Card title="API Keys" href="/en/docs/user-guide/integrations" icon={<Key />}>
    Generate and manage API access credentials
  </Card>
</Cards>

### Knowledge Base

Manage Q\&A content for customer self-service.

<Cards>
  <Card title="Knowledge Base" href="/en/docs/user-guide/knowledge-base" icon={<MessageSquare />}>
    Create and manage Q\&A content for customers
  </Card>

  <Card title="Q&A Management" href="/en/docs/user-guide/knowledge-base" icon={<HelpCircle />}>
    Add, edit, and organize frequently asked questions
  </Card>
</Cards>

## Analytics & Insights

### Analytics Dashboard

Track user interactions and system usage.

<Cards>
  <Card title="Analytics Overview" href="/en/docs/user-guide/analytics" icon={<BarChart3 />}>
    View detailed analytics and usage metrics
  </Card>
</Cards>

## Advanced Features

### API Configuration

Configure API endpoints and technical settings.

<Cards>
  <Card title="API Configuration" href="/en/docs/user-guide/integrations/api-overview" icon={<Settings />}>
    Configure API endpoints and technical settings
  </Card>
</Cards>

### Features

Manage advanced features and capabilities.

<Cards>
  <Card title="Variants (Enterprise)" href="/en/docs/user-guide/variants" icon={<SlidersHorizontal />}>
    Tailor Trust Center content for different customer audiences
  </Card>

  <Card title="Feature Management" href="/en/docs/user-guide" icon={<Zap />}>
    Enable and configure advanced features
  </Card>
</Cards>

## Getting Help

<Callout type="info">
  **Need assistance?** Each guide includes step-by-step instructions,
  screenshots, and troubleshooting tips to help you succeed.
</Callout>

<Cards>
  <Card title="API Reference" href="/en/docs/api/v1" icon={<Book />}>
    Technical documentation for developers
  </Card>

  <Card title="Support" href="/en/docs/user-guide/login" icon={<HelpCircle />}>
    Contact support and find additional resources
  </Card>
</Cards>

***

Ready to get started? Choose a topic above or start with our [Getting Started guide](/en/docs/user-guide/login) for the essential basics.


