Sharing reports allows you to invite both existing and new users to your organization's ArbiterRegistration account as Authorized Viewers, granting them secure access to only the reports you choose to share. This provides greater control over who can view specific data and for how long.
Admins creating new reports can share them with authorized users during the report creation process. For more details on creating and sharing reports, click here.
Sections
Inviting New Authorized or External Users to a Report
Share an Existing Report
- Click the Reports tab.
- Click the drop-down menu of the report you want to share.
- Click Edit/Share.
- Scroll down to Share Report.
- Click Share access to this report.
- Under "Authorize the following users," click the drop-down menu and select an existing user.
- If a user's email appears in the drop-down, it means they have not yet accepted their invitation to join your organization's ArbiterRegistration account or created their account.
Inviting New Authorized or External Users to a Report
When you invite a new user, you are essentially adding them to your ArbiterRegistration account, just as if you had navigated to the Organization tab and selected Users to add a new user. By clicking "Invite New Users," you will enter the user's email, granting them Viewer permissions only within your ArbiterRegistration account.
- Click Authorize the following users drop down.
- Click Invite New Users.
- Enter the user's email.
- Click Save & View.
For more information about setting expiration dates, recurring emails, and additional permissions, click here.
Links
Reports can also be shared through the Links drop-down button.
- Click Links.
- Click Edit/Share.
Related to
Comments
0 comments
Please sign in to leave a comment.