Overview
Security Profiles are created and managed by Admins of Dock. This is to help ensure that client-facing teams always have the most up-to-date security documentation. In the guide below, we'll walk you through how the creation flow.
Getting Started
Step 1: From the home screen, click into Settings on the lefthand nav bar.
Step 2: Select Security Profile at the bottom of the left panel under Objects.
Step 3: Click the button New Profile to start the admin setup flow.
Admin Flow Explained
There are five steps to creating a Security Profile:
Intro: to add intro paragraph and contact information.
Documents: upload or link to security documents.
FAQs: answer frequently asked questions.
NDA: upload your NDA.
Review: final look at the Security Profile before you share.
Intro
The first step is to provide background information to introduce your security profile.
Add Security contact email.
Give your profile a Title.
Add introduction paragraph to the Security Overview.
Documents
Upload or link to any security documentation that you want to share with buyers and customers.
Step 1: Start by clicking Upload document.
Select the Type of Document
Dock has a number of pre-set icons and document types. If you don't see your document type listed, choose Other.
Step 2: Add Document
Step 3: Complete the following:
Give your document a name
Toggle on/off NDA requirement. Click here to learn more about NDAs in Dock!
Upload the PDF or link to Document
Step 4: When you're done click Add and the document will be saved.
Re-Arranging Documents
To change the order of your documents, grab the six dot icon to the left of the document.
FAQs
Add any frequently asked questions that typically come up in a security review process.
Step 1: Click Add Question.
Step 2: Give your FAQ a Title (usually the question).
Step 3: Add Content (usually the answer). The Content field supports rich-text and links.
Step 4: When you're done click Add.
To change the order of FAQs, grab the six dot icon to the left of the question.
NDAs
Upload the NDA that you want use to protect your documents or use Dock's standard NDA template.
Given Dock uses a click-wrap agreement, NDAs should have no signature lines.
When your NDA is uploaded, move to the final step.
Review
The last step is to simply review the profile and make sure everything is ready to share with internal teams and customers. Here you'll able to see the entire profile.
You'll also notice that the NDA protected documents have a "Get Access" button. Clicking this button will require the user to go through the click-wrap NDA before viewing the document.
Make sure to click Save when you're done with the flow and the Profile will be activated!
Click here to learn more about sharing a security profile.
Editing & Archiving
When you're editing an active Security Profile, the changes will update ALL Workspaces using Security Profiles.
Archiving the Security Profile will delete the profile from future use, but will not delete the Security Profile from any active workspaces.