HyperComply provides flexible methods to securely provision user access to your Trust Page, tailored to match your organization’s workflows and systems.
Primary Access Provisioning Methods
1. API or Secure Token
-
API Integration: Seamlessly connect with your internal systems using HyperComply’s API for automated access control.
-
Secure Token Authentication: Instantly grant secure, temporary access to users through generated tokens — no manual approval required.
2. Salesforce Automatic Approval via Domain Lookup
-
Automated Approval: Approve access based on:
-
Opportunity Stage (e.g., Proposal Sent, Negotiation)
-
Account Fields (e.g., Customer Type, Account Status)
-
-
Domain Match Required: The requesting user must use an email domain associated with the Salesforce account.
-
Security Tip: Competitors with matching domains may be approved — review your domain rules carefully.
-
Bypass NDA Workflow: Automatically skip the NDA process for contacts marked as pre-authorized using a Salesforce lookup field.
3. Sales Team-Initiated Invitations (via Salesforce)
-
Proactive Invitations: Sales reps can directly invite users from the Account or Opportunity records in Salesforce.
-
Streamlined Access: Simplifies and accelerates access for high-priority prospects.
4. Access Requests via Slack or Microsoft Teams
-
Centralized Approvals: Route incoming access requests into a designated Teams or Slack channel.
-
Collaborative Decision-Making: Team members can review and approve requests in real-time.
-
Instant Notifications: Stay informed and act quickly without leaving your internal communication platform.
Additional Invitation Methods
5. Manual Invitations via Trust Page
-
One-Off Invites: Directly enter an email address in your Trust Page settings to grant access.
-
Quick & Simple: Best for occasional, individual access needs.
6. Bulk Invite Requests
-
CSV Import: Submit a list of users to HyperComply for bulk invitation processing.
-
Efficient at Scale: Perfect for onboarding multiple stakeholders at once.