User Guide
Complete guide to using the Trust Center Admin interface for managing customer accounts, documents, certifications, and compliance workflows
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
Getting Started
New to the Admin Center? Start here for the essential basics
Login & Access
Sign in, accept invitations, and reset passwords securely
Account Management
Learn how to create and manage customer accounts
Document Management
Upload, organize, and control access to compliance documents
Core Features
Account Management
Manage your customer organizations and their compliance journey.
Account Overview
View and manage all customer accounts in one place
Create New Account
Set up new customer accounts with proper configuration
Account Settings
Configure account details, contacts, and access settings
Account Documents
Manage document access and permissions per account
Document Management
Control your compliance documents and access permissions.
Document Library
Browse and manage your complete document library
Upload Documents
Add new documents with proper categorization
Document Templates
Use templates to streamline document creation
Access Controls
Configure who can access which documents
Certifications
Manage compliance certificates with validity tracking.
Certification Overview
View and manage all your compliance certifications
Add Certifications
Create and configure new certifications
Certification Templates
Use predefined templates for common certifications
Subprocessors
Publish and maintain your vendor register.
Subprocessor Overview
Understand how vendor records connect the admin center and Trust Center.
Create a Subprocessor
Capture vendor identity, processing locations, and Markdown usage details.
Manage Subprocessors
Update badge assets, adjust usage summaries, or remove vendors.
User Management
Handle user invitations, roles, and permissions.
User Overview
Manage all users and their access levels
Invite Users
Add new team members to your admin center
Manage Permissions
Configure role-based access controls
Configuration & Customization
Brand Management
Configure your white-label themes and trust center appearance.
Brand Settings
Customize colors, logos, and overall appearance
Logo Management
Upload and manage your brand logos
Theme Customization
Configure colors and styling options
Integrations
Set up API keys and external integrations.
Integration Overview
View and manage all your integrations
API Keys
Generate and manage API access credentials
Knowledge Base
Manage Q&A content for customer self-service.
Knowledge Base
Create and manage Q&A content for customers
Q&A Management
Add, edit, and organize frequently asked questions
Analytics & Insights
Analytics Dashboard
Track user interactions and system usage.
Advanced Features
API Configuration
Configure API endpoints and technical settings.
Features
Manage advanced features and capabilities.
Getting Help
Need assistance? Each guide includes step-by-step instructions, screenshots, and troubleshooting tips to help you succeed.
API Reference
Technical documentation for developers
Support
Contact support and find additional resources
Ready to get started? Choose a topic above or start with our Getting Started guide for the essential basics.
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