Below are some helpful tips and tricks regarding your Trust Center 'Shares' Section, which can be located from the top menu, under the Trust Centers drop-down menu under 'Shares'.
- Profile shares are recorded in the Trust Center 'Shares' Section, where you can view and edit previous shares. To learn more, please click HERE.
- Customizing your Shares Section is a great way to personalize your view. For more info on customizing your Shares Section, please click HERE.
- All Shares that happen from Whistic are recorded in the Shares Section. This includes Trust Center Shares from Whistic, Trust Center shares from SalesForce, Trust Center access from a Trust Center link, or a completed questionnaire share. You can look at the share source column in the Shares Section to see where a share comes from
- Anytime that a trust center is shared, the recipient receives an email to register/login to view the trust center. If the recipient isn't yet registered, you can locate the company for that recipient in your Shares Section and copy a registration link which you can then provide to the recipient:
- Archive Shares:
- (Optional) If you did any shares that you would now like to permanently remove from all reporting pages, please submit your request to support@whistic.com
- Alternatively, you may prefer to simply cancel the share as shown HERE.