When you share an audit with a client, your contact details can be shared too! Before you do this, you need to set your contact details in Insites.
Updating your user profile
To update your user profile within Insites, do the following:
Select the profile picture in the top right-hand corner of the screen
Click on My profile
Update the details on this screen accordingly
Once complete, select hit Save changes
Users can provide their name, job title, public email address, contact number as well as upload a profile picture.
This information will now be visible in the header section when an audit is shared with a client.