Guest Pass: Securely Share Your Profile(s) Without Requiring A Login

What Happens on the Recipient's Side

Summary

Do you ever have customers or prospects who can't view your Profile because they are unable to create a Whistic account or would prefer not to?

Guest Pass is a secure way to temporarily grant your recipient access to view your Profile(s) immediately without requiring a login.

*If you want access to a feature not currently enabled, please contact your Whistic Customer Success Manager or reach out to cs@whistic.com

How to Share Using Guest Pass

Go to the Profile you want to share
At the top right-hand side of the page, click on Share
A modal will appear with a Guest Pass checkbox on the right-hand side, select it
Select the access duration
- Note - these are set for 'Business' days/weeks
Enter the Recipient's Information
Hit Share

Important Notes:

Although the shared link is unique to this 'share instance', if the recipient forwards the email or shares the Guest Pass URL with anyone else, that person will have access
There's no NDA enforced - If sharing with this method, consider gathering an NDA manually
Only users with Admin permission can share with this method
The Guest Pass duration supersedes the Profile Access expiration timeframe. Learn more about Profile Access Expiration Date here.
If the recipient does not receive the email invite with the unique link, that same link is also available in the Customer menu tab under the specific share record > Recipient Access Link

What Happens on the Recipient's Side

An email similar to the one shown below will be sent to the recipient, containing a Guest Pass to your Profile(s).

They can securely access your Profile by clicking the Profile name or the button in the email.
The profile & email will clearly state when access expires
- After expiration, if the user selects the link, they will land on a page letting them know access has expired and to contact support

FAQs

Is Guest Pass access restricted only to the specific Recipient?
- No. If the Recipient shares the URL or forwards the email to anyone else, that person will have access.
What happens after Guest Pass access expires?
- Once expired the recipient will no longer have access to the Profile and will have to reach out to support if they need an extension.
Will the Recipient be notified when their Guest Pass is about to expire?
- Although there are no additional notifications, they will see an indicator at the top of the page showing the date and time when their access will expire.
How can I tell if the Recipient has seen the Profile yet?
- In the Customers tab, click on Add/Select Columns next to the search bar and make sure Viewed Date is selected. Save it and search for the Customer. Viewed Date is the most recent view.
Can I share multiple Profiles with one Recipient?
- Yes, you can select multiple Profiles to share. The Recipient will receive one email with multiple Guest Passes, one for each Profile.
If I have already set an expiration timeframe in my Profile settings (under Profile Access), will the Guest Pass Recipient have access for the duration of the Guest Pass or until the Profile Access expiration timeframe?
- The Guest Pass duration supersedes the Profile Access expiration timeframe.
Are there any records of Profile Shares?
- Yes, there are two ways to track Profile Shares:
  - In the Customers tab: You can filter by Guest Pass in your Customer Catalog and see when your Shared Profile was viewed most recently. - Learn more about the Customers tab here
  - In the Reporting Suite: You can view Guest Pass as a new Source Type in the Reporting Suite. - Learn more about the Reporting Suite here
    - Show: Profiles - Shared
Can I cancel a Guest Pass Profile Share?
- Yes, follow the instructions on how to cancel a Whistic Profile Share.