In today's round-up, we cover the launch of SOC 2 bridge letters, how to re-send invites to account members, addition of more webhooks, and improvements to our Salesforce integration. Lets dive in!
Most SafeBase customers have a SOC 2. In fact, the most downloaded or viewed doc over the last year was a SOC 2! But what happens when a prospect or customer needs a SOC 2 bridge letter (to bridge the gap between the end of the audit period and the current date)? Historically, you would have had to manually create this document and share. NO MORE.
With an automated SOC 2 bridge letter: you simply need to upload your letter template into SafeBase and enter the signer name and title. And bam! Once downloaded, a bridge letter will get created which incorporates your logo, current date, recipient, and all other details.
This feature is available to all our paid plans. To add a bridge letter: in the "Trust Center Editor" space navigate to the "Reports" card > "SOC 2 Report". For additional details check out this help article.
→ Re-send invite to account members - to quickly resend a Trust Center invite whenever you get the question "help me, I need access and cannot find the email - can you send again?"
Navigate to the "Accounts" space > scroll down to "Accounts" section and select the account where you want to re-invite the specific person. Scroll down to the "Accounts Member" section, and next to the member name select the ellipsis icon > "Invite to Trust Center".
They will then get an email inviting them to view your Trust Center. It's as easy as that to re-send a link and ensure all prospects and customers have access at their fingertips.
