Table of Contents
Summary
Is your organization seeking to share multiple Whistic Profiles for the various products you offer? Look no further! Whistic has officially released sharing multiple Whistic Profiles with one or multiple recipients simultaneously.
This feature will allow users to share multiple Whistic Profiles through the Whistic platform similar to sharing through an integration like Salesforce.
Let's get started!
Share Multiple Profiles with One or More Recipients (New Share)
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Navigate to Whistic Profile from the left navigation menu
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On the right side, select Share
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Here are the steps to fill out the share form, depending on Profiles and Recipient details:
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Sharing: At the top of the form you will notice all Whistic Profiles that are published to your account, which will include a check box. To share multiple and/or one Whistic Profile(s), ensure to select the checkbox for each Profile you would like to share.
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Recipient Information: Enter the details of who you wish to share the Whistic profile with to include: First Name, Last Name, Job Title, Company URL, and Email Address.
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Want to Add Another Recipient?
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If yes, complete the form with the first recipient and then select Add Another Recipient in the bottom corner. You will notice the first recipient will drop under the Recipient Information section and the platform will clear the recipient form for the next recipient's information to be added. Continue adding additional recipients until finished. You can remove or edit a recipient once you have added them by clicking the pencil or trash icon.
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Optional - Add a Note for the recipient at the bottom
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Once all recipients have been listed, select Share