(Early Access) Account Member Permission Profiles

Availability Note: This feature is in Early Access; reach out to your CSM if you’d like it enabled for your account.

Account Member Permission Profiles extend SafeBase Permission Profiles down to the individual Account Member level, so Trust Center access can be tailored per person—not just per company.

Previously, Permission Profiles were only applied at the Account level, so every contact at the same company saw the same content. During customer audits, it’s common to have a single contact who should see more sensitive documentation than others at their organization. 

The Solution (Early Access)

• Assign Permission Profiles directly to individual Account Members (in addition to existing Account-level profiles).

• Trust Center reviewers see access based on the sum of profiles assigned at the Account and Account Member levels.

• Preview the Trust Center exactly as a specific account member would see it.

• Configure default expiration timelines for Account Member Permission Profiles.

• Expired profiles are soft-deleted and can be re-granted without losing history.

• Automate Account Member Permission Profile assignment via the Rules Engine, based on fields in customer CRMs.

Notes

Account Member profiles are additive on top of the Account’s profiles; they don’t replace Account-level permissions.