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Trust portal custom terms and conditions

Louis Strauss |

November 18, 2022
Trust portal custom terms and conditions

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Trust portal custom terms and conditions


The trust portal is perfect for sharing your bona fides with relevant stakeholders. For example, sharing your audit findings with an auditor or regulator or sharing certifications with a potential customer. Building on this great functionality, today we're excited to announce that we have updated the trust portal to support custom terms and conditions.


This new enhancement allows you to define custom terms and conditions for your trust portal profiles. So whenever a user accesses a trust portal profile where terms and conditions are set up, they must first accept them before viewing the profile. What's more, if any updates are made to the terms and conditions, users that have accepted the old terms and conditions must accept the new version before reaccessing the trust portal profile.

Learn more here.

Louis Strauss

Written by Louis Strauss

Louis began his career in Berlin where he also founded Dobbel Berlin – Berlin’s curated search engine. Returning to Melbourne to join KPMG, Louis lead the development of software designed to distribute IP and create a platform for us by advisors and clients. While at KPMG, Louis also co-authored Chasing Digital: A Playbook for the New Economy. Louis is accomplished in stakeholder management, requirements gathering, product testing, refinement and project implementation. Louis also holds a Bachelor of Engineering and a Masters of Information Systems from the University of Melbourne.