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Trust Portal Registration
J
jjohnstone@yorktel.comOct 26, 2023
Would be nice to share the link to a trust portal and have the viewer register, rather than having to know contact information up front.
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Would be nice to share the link to a trust portal and have the viewer register, rather than having to know contact information up front.
Hi jjohnstone@yorktel.com you can make your trust portal profile public, but make the content itself private, so to access the content on the profile they will need to etner in their details. There is a KB here: https://knowledgebase.6clicks.com/trust-portal-making-profiles-public