Table of Contents
Summary
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'.
📋 Viewing and Editing 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 View
Customizing your Shares Section is a great way to personalize your view. For more info on customizing your Shares Section, please click HERE.
Share Sources
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.
🔗 Registration Links
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:
🗃️ Archiving 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.