Permission Profiles for Account Members and Documents
Permission Profiles now work at two new levels: individual Account Members, and individual documents.
Member-level access
You can now assign a Permission Profile to a single Account Member instead of their whole Account. Only that person gets the extra access. Member access is additive: a member gets everything from their Account's profiles, plus everything from their own.
Each assignment can include an expiration date, and a profile can have a default access period (1 to 365 days) that pre-fills it for you.
Assign a profile while approving an access request, adding or creating a member, importing from CSV, assigning NDA recipients, or in bulk from the profile's new Assigned accounts & members tab. The Account Member page shows active and expired profiles, where each one came from, and when access ends.
Document-level access
Documents can now link directly to a Permission Profile, with no Trust Center item required. Link documents from the profile, from the document itself, or in bulk from the Documents page.
Visitors with the profile see these documents in a new Just for me tab in the Trust Center's Documents section. It's sign-in only, NDA-gated, watermarked, and included in bulk downloads.
Learn more at: Trust Center - Permission Profiles