Admin Interface

Overview

The Trust Center Admin Interface is the management portal where organizations configure, customize, and maintain their customer-facing Trust Center. This interface provides comprehensive tools for managing documents, organizing content sections, handling access requests, and customizing the appearance of your public Trust Center site.

The Admin Interface is designed to be intuitive and user-friendly, allowing security and compliance teams to easily share their security posture with external stakeholders without requiring technical expertise.

Key Components

Dashboard

The Trust Center Management dashboard provides an overview of your Trust Center's status and activity:

• Overview Card - Displays key metrics and status information

• Trusted Partners Card - Shows organizations you've identified as trusted partners or clients

• Compliance Card - Highlights your compliance certifications and standards

• Documents Card - Provides quick access to your Trust Center documents

• Section Cards - Shows your organized content sections (Security, Privacy, etc.)

Document Management

The document management section allows you to organize and control all security and compliance documentation:

• Document List - View, filter, and search all Trust Center documents

• Document Categories - Organize documents by type or purpose

• Permission Controls - Set access levels for each document

• Maturity Indicators - Track and display implementation status

Section/Card Management

The section management tools help you organize your Trust Center content into logical categories:

• Section Editor - Create and modify content sections

• Card Ordering - Arrange cards in your preferred sequence

• Visibility Settings - Control which sections are visible to visitors

• Content Management - Add and organize documents within sections

Access Request Management

The access request workflow allows you to process requests for restricted documents:

• Request Queue - View and manage incoming access requests

• Request Details - Review information provided by requestors

• Approval Controls - Grant or deny access to restricted documents

• Communication Tools - Respond to requestors with custom messages

Settings and Configuration

The settings section provides comprehensive customization options:

• Appearance Settings - Customize colors, typography, and layout

• Functionality Settings - Configure features and behavior

• Integration Settings - Set up API access and webhooks

• Domain Settings - Configure custom domain for your Trust Center

Getting Started

Accessing the Admin Interface

1. Log in to your AskInfosec account

2. Navigate to the main dashboard

3. Select "Trust Center" from the main navigation menu

4. You will be directed to the Trust Center Management dashboard

Initial Setup

When setting up your Trust Center for the first time:

1. Configure basic settings (company name, contact information)

2. Customize appearance to match your brand

3. Add your compliance certifications and standards

4. Upload or link key security documents

5. Organize documents into logical sections

6. Configure access controls for sensitive information

7. Preview your Trust Center before publishing

Managing Documents

Adding Documents to Your Trust Center

You can add documents to your Trust Center in two ways:

1. Upload New Documents:

   • From the Documents section, click "Add Document"

   • Select "Upload New Document"

   • Choose the file to upload

   • Enter document metadata (title, description, etc.)

   • Set permission level and maturity status

   • Assign to appropriate section(s)

   • Click "Save" to add the document

2. Link Existing Documents:

   • From the Documents section, click "Add Document"

   • Select "Link Existing Document"

   • Browse or search for documents in your system

   • Select the document to link

   • Configure Trust Center-specific settings

   • Assign to appropriate section(s)

   • Click "Save" to add the document

Setting Document Permissions

For each document, you can set one of three permission levels:

1. Public - Accessible to all Trust Center visitors without restrictions

2. Restricted - Requires approved access request to view

3. Hidden - Not visible in public listings, only accessible with direct approval

To set document permissions:

1. Navigate to the document details page

2. In the Permissions section, select the appropriate level

3. Save your changes

4. The system will apply the new permission settings immediately

Tracking Document Maturity

The maturity tracking feature allows you to indicate the implementation status of security controls:

1. N/A - Not applicable to your organization

2. Not Started - Planned but not yet implemented

3. In Progress - Currently being implemented

4. Partially Implemented - Implemented with limitations

5. Fully Implemented - Completely implemented and operational

To set maturity level:

1. Navigate to the document details page

2. In the Maturity section, select the appropriate level

3. Save your changes

4. The maturity indicator will be displayed on the public site

Managing Sections

Creating a New Section

To create a new content section:

1. From the Trust Center Management dashboard, locate the Sections area

2. Click "Add Section"

3. Enter section details:

   • Section Name

   • Description

   • Category (Security, Compliance, Privacy, etc.)

   • Display Order

   • Visibility Setting

4. Click "Create" to add the section

5. You can now add documents to this section

Organizing Documents in Sections

To add documents to a section:

1. Navigate to the section details page

2. Click "Add Documents"

3. Select documents from your document library

4. Arrange documents in your preferred order

5. Save your changes

6. The documents will now appear in this section on the public site

Managing Section Visibility

To control section visibility:

1. Navigate to the section details page

2. Toggle the "Visible" switch on or off

3. Save your changes

4. Hidden sections will not appear on the public site

Managing Access Requests

Configuring Access Request Settings

To customize the access request process:

1. Navigate to the Settings section

2. Select the "Functionality" tab

3. In the Access Requests section, configure:

   • Required fields (job title, company, etc.)

   • Custom checkbox requirements

   • Terms of service consent

4. Save your settings

5. The access request form will reflect these settings

Processing Access Requests

To handle incoming access requests:

1. Navigate to the Access Requests section

2. View the list of pending requests

3. Click on a request to view details

4. Review the provided information

5. Choose to approve or deny the request

6. Add optional comments

7. Submit your decision

8. The requestor will be notified of your decision

Customizing Appearance

Branding Your Trust Center

To customize the appearance of your Trust Center:

1. Navigate to the Settings section

2. Select the "Appearance" tab

3. Configure branding elements:

   • Logo upload

   • Primary and secondary colors

   • Typography settings

   • Layout options

4. Preview your changes

5. Save your settings

6. The public site will reflect your branding

Configuring Custom Domain

To set up a custom domain for your Trust Center:

1. Navigate to the Settings section

2. Select the "Domain" tab

3. Enter your preferred domain

4. Follow the instructions to configure DNS settings

5. Verify domain ownership

6. Enable the custom domain

7. Your Trust Center will now be accessible via your branded domain

Integration Options

API Configuration

To set up API access for your Trust Center:

1. Navigate to the Settings section

2. Select the "Integration" tab

3. In the API section, configure:

   • Generate API key

   • Set permissions

   • Configure rate limits

4. Save your settings

5. Use the provided API key to access Trust Center data programmatically

Webhook Setup

To configure webhooks for Trust Center events:

1. Navigate to the Settings section

2. Select the "Integration" tab

3. In the Webhooks section, configure:

   • Endpoint URL

   • Event triggers

   • Authentication settings

4. Save your settings

5. Your specified endpoint will now receive notifications for selected events

Best Practices

Document Organization

• Use consistent naming - Establish clear naming conventions for documents

• Group related documents - Keep similar documents in the same section

• Prioritize important information - Place key documents prominently

• Maintain reasonable section sizes - Avoid overwhelming sections with too many documents

• Consider user journey - Organize content in a logical flow for visitors

Permission Management

• Default to transparency - Make as much information public as possible

• Be selective with restrictions - Only restrict truly sensitive information

• Document permission decisions - Record rationale for restricted documents

• Review regularly - Periodically reassess document permissions

• Consider context - Group documents with similar sensitivity levels

Content Quality

• Maintain current information - Update documents regularly

• Provide clear descriptions - Help visitors understand document purpose

• Use consistent formatting - Ensure professional presentation

• Include context - Explain how documents relate to your security program

• Verify accuracy - Ensure all information is correct before publishing

User Experience

• Optimize for clarity - Make information easy to find and understand

• Limit jargon - Use plain language whenever possible

• Consider the audience - Tailor content to your typical visitors

• Provide contact options - Make it easy to request additional information

• Test with real users - Gather feedback on usability and clarity

Troubleshooting

Common Issues

• Document upload failures - Check file size and format compatibility

• Section display problems - Verify visibility settings and display order

• Access request notifications - Confirm email settings are correctly configured

• Custom domain issues - Verify DNS configuration and domain verification

• Branding inconsistencies - Clear cache and refresh after making appearance changes

Getting Support

If you encounter issues with the Trust Center Admin Interface:

1. Check the in-app help documentation

2. Contact your organization's system administrator

3. Submit a support ticket through the AskInfosec support portal

Conclusion

The Trust Center Admin Interface provides a powerful yet user-friendly platform for managing your organization's security and compliance information sharing. By following the guidelines in this document, you can create a professional, branded Trust Center that effectively communicates your security posture to customers, partners, and other stakeholders.

Remember that your Trust Center is often the first impression potential customers have of your security program. Investing time in thoughtful organization, clear documentation, and professional presentation will help build trust and confidence in your organization's security practices.