Table of Contents
Summary
A Whistic Profile simplifies the vendor assessment process, saving your InfoSec team countless hours previously spent answering questionnaires while helping your sales team close deals faster.
A Whistic Profile enables you to:
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Consolidate all of your standard questionnaires, audits, and certifications in one place.
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Build trust at the outset of customer relationships by sharing your Whistic Profile proactively with prospects.
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Save time by responding to questionnaire requests with your complete Whistic Profile.
This article covers how you get started setting up your Whistic Profile.
Access
Users who gain access to a Basic Profile after completing a questionnaire request will receive the Whistic Profile tab and the option to begin creating their Basic Profile. This profile is private and can not be accessed by another user unless it is explicitly shared with them, through a Whistic Profile share.
Note: The ability to work together with peers is a feature limited to those with a paid subscription.* If you do not have Basic Profile enabled on your account please reach out to support@whistic.com for assistance.
Profile Setup
Once you have gathered or completed all of the information that you want to share you can start building your Whistic Profile.
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Select Whistic Profile from the left navigation menu.
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Select Edit Profile to begin building your profile.
Please note: Smart Search and Assurance Center are not available on free accounts.
A. About: Use the About section to describe your commitment to security, link to outside resources, and include other information for recipients of the Profile.
B. Audits & Certifications: Add badges to your profile that show your audits and certifications. Click HERE for details.
C. Questionnaires: Select Add Questionnaires this will give you the option to choose any of your completed questionnaires in Whistic to add to this profile. Any documents uploaded as part of the questionnaire answers will automatically be displayed with the questionnaire.
D. Additional Documents: Upload additional supporting documentation that will be helpful for those who will view this profile. Click HERE for details.
E. Security Team: Let others know who manages this profile. It is helpful to upload a picture to your Whistic account so when you are added to the Security Team section profile recipients get a personal look at who this is coming from.
F. Profile Quick Links: This feature allows you and profile recipients the ability to quickly jump to the various sections of your profile.
G. Additional Settings:
Preview: Provides you with a peak at the recipient's view
Ellipsis (3 dots): Allows you access to the Profile Settings menu
Profile Settings
Name and Description
The profile name can be edited or updated as needed. The company name is greyed out but the profile name can be edited at any time. Type in the profile name you want to change it to and go back to the profile.
Sharing
There are two ways to share your Whistic Profile.
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Publish to the Trust Catalog - Make it easy for Whistic customers to assess your security posture by joining thousands of companies who have published their Profile to the Trust Catalog
If you turn on Require Admin Approval, we recommend you make it clear in your About section what your customers can anticipate regarding your Approval/Denial process and requirements.
- Share Button - Located at the top in the middle of the page.
Share Count
Total number of Profile shares remaining for the month will be displayed and will reset the first of each calendar month. There will be three shares allowed within the calendar month, if the shares go unused it will not roll over to the next calendar month.
Sharing to one or multiple recipients from the same organization will count as one share. When sharing to multiple recipients from different organizations this will count as multiple shares, one for each recipient. Shares within your organization are unlimited and will not affect the share count.
Imports from the Trust Catalog will not count as shares, extending to recipients re-accessing the shared profile multiple times.
Upgrade to a paid account for unlimited sharing with customers.
Customer Catalog
Profile shares are recorded in the Customer Catalog where you can view, edit, and cancel shares. For more details - Click Here