Trust Center Access Request Experience

This page describes the actual request flow implemented in the Trust Center app.

What Visitors See

Visitors can browse public content immediately. When they try to open a gated document, they are prompted to request access.

Depending on your tenant configuration, the request modal can collect:

• Email address
• One or more requested documents
• Tenant-defined custom fields shown in the request form

Possible Outcomes

The request flow returns one of three states:

• email_sent
• pending_review
• rejected

Auto-Approved Requests

If the requester already has the required access, or their account/domain is eligible for auto-approval, the system sends a magic link immediately.

The Trust Center UI tells visitors that the magic link expires in 20 minutes.

Pending Review

If the requester is not already approved for the requested content, the request is stored for review in Access Requests. Account managers can approve or reject it from Admin Center.

Rejected Requests

Rejected contacts are told that access was not approved.

NDA-Protected Content

If the requested document or entry requires an NDA, approval alone is not enough. The visitor must still complete the NDA flow before the restricted content becomes available.

Related Docs

• Access requests
• NDA templates
• Email templates