Trust Center
The Trust Center is where your organization gets PlaidCloud’s security documentation in one place. Public documents download right away. Restricted documents, such as our SOC 2 Type II report, unlock when your organization accepts PlaidCloud’s security-documentation NDA.
Who Can Open the Trust Center
Section titled “Who Can Open the Trust Center”Open Trust Center from the control plane navigation. You see it for an organization when you have Admin or Security access to that organization. Users with only Workspace access can’t open it.
If you have Admin or Security access to more than one organization, choose the organization from the Organization list. Each organization has its own NDA status and its own downloads.
If you don’t have Admin or Security access to any organization, the page says so. Ask an organization administrator to give you the role (see Organization Roles).
Documents
Section titled “Documents”The Documents card lists each document with its last update date and its access:
| Access | Meaning |
|---|---|
| No NDA | A public document. Click Download. |
| NDA required | A restricted document that is still locked. Click Sign NDA to unlock. |
| Unlocked | A restricted document your organization can download. Click Download. |
Public documents include the subprocessor list, the information security policy summary and the data processing agreement (DPA). Restricted documents include the SOC 2 Type II report, the bridge letter, the penetration test summary and the certificate of insurance.
If the page says “The Trust Center isn’t available yet.”, PlaidCloud hasn’t published its documents. Check again later.
Sign the NDA to Unlock Restricted Documents
Section titled “Sign the NDA to Unlock Restricted Documents”Someone authorized to sign for your organization does this once. You don’t need PlaidCloud to approve it.
- Open Trust Center and choose your organization.
- In the Restricted documents need a signed NDA card, click Review and sign NDA. You can also click Sign NDA to unlock next to a restricted document.
- Read the Mutual Non-Disclosure Agreement.
- Enter your Full legal name, Title and Company. Your email comes from your account.
- Select I agree to this agreement on behalf of the company, and I am authorized to do so.
- Click Sign and unlock documents.
The restricted documents unlock straight away. PlaidCloud records your name, email, IP address, the time of signing and the version of the agreement, and emails you a copy.
What Other Admins See
Section titled “What Other Admins See”One signature covers your whole organization. Other Admin and Security users see NDA signed by the signer’s name and the date it was signed, and can download the restricted documents without signing again.
NDA on File Under Your Contract
Section titled “NDA on File Under Your Contract”If your contract with PlaidCloud already includes an NDA, PlaidCloud can mark your organization as having its NDA on file. The Trust Center then shows Your organization’s NDA is on file under your agreement with PlaidCloud, and restricted documents unlock without the click-through.
To arrange this, contact your PlaidCloud account team.
Watermarks and Download Records
Section titled “Watermarks and Download Records”Restricted documents are watermarked with your organization’s name and either the person who signed or “NDA on file under contract”. PlaidCloud records each download.
New NDA Versions
Section titled “New NDA Versions”If PlaidCloud publishes a new version of the NDA, your organization needs to accept it again to keep downloading restricted documents. Until someone signs, restricted documents show NDA required. If the NDA changes while you’re signing, the Trust Center asks you to review the new version.
Get Notified of Changes
Section titled “Get Notified of Changes”Admin and Security users can get one email a day when documents change. Select Email me a daily summary when Trust Center documents change for the organization you have chosen. The setting is per organization and covers all document types. Clear the checkbox to stop the emails.
- You must have a verified email address to turn notifications on. Turning them off doesn’t need one.
- Once a day (around 14:00 UTC), PlaidCloud sends each subscriber a single summary of what changed since the last one: new or updated documents, such as a new SOC 2 Type II report, subprocessor list, bridge letter, penetration test summary, certificate of insurance, policy summary or DPA, and new NDA versions.
- For each change, the email shows the document type, title, period and whether the document is restricted (an NDA or contract is required). It never includes the document or a download link. Click through to the Trust Center to download.
- Your access is checked when the email is sent. If you no longer have Admin or Security access, or your organization was removed, you don’t get the email.
- To stop the emails, clear the checkbox. The Open the Trust Center button in each email takes you there.
Live Compliance Dashboard
Section titled “Live Compliance Dashboard”When it’s available, the Live compliance dashboard card links to the current status of our security controls. Click Open Drata dashboard to open it in a new tab.