The intended audience for this article is Agents.

To "Assign & Share" a specific set of questions, first select the questions that you want to assign.

To select an individual question, hover over that question and click in the check box on the upper right hand side. When it is selected, you'll notice the blue check mark appears.

When you are ready to share what you have selected, select the "Assign & Share" button on the left sidebar.

From there, you will see a screen where you can decide who you would like to share these questions with. When you are ready to send to the customer, select the "Invite New Customer+" button, in the middle of the screen.

On the next page, confirm you are ready to add the customer by selecting "Invite New Customer+" button again.

When inviting a new customer, please fill out their First name, Last Name, and Email. Below that, are two optional fields where you can include their Job Title and a Message that your customer will see in the body of the email invite. When you are ready to move to the last step, select the "Set Permissions" button in the lower right hand corner.

Before inviting your customer, you can give your customer a specific set of permissions in the Risk Profile, Forms, and Policies tabs. The options you can give them include View, Create, Edit, Delete, and Export. These options vary in different sections of Wunderite.

If you just want to share this Form with them, select the Form row. This will highlight the View, Edit and Export options. If you do not want to give them the ability to download/export the .pdf you've sent them, uncheck the far right box under Export. That option will be unselected when the checkmark disappears.

When you are ready to email the customer, select "Invite Customer" in the lower right hand side.

Congrats! You have just invited your first customer to Wunderite. If you have any questions on these steps, please contact your Wunderite Customer Success Manager.