Clicking, “Share Report”, will open a pop-up outlining who currently has access to this report, their portal role, how long they have access for, and an option to remove any user from the report if applicable.
To share a report with a collaborator, that user must have access to the team’s portal first. An admin can do this by adding the collaborator from within the team management tab. Doing this will populate the collaborator as a user in the collaborator dropdown of the share report pop-up. The admin can also select, “Invite new Collaborator?” when sharing a report and fill in the form fields to invite a new collaborator. By doing so this will allow access to the collaborator and add them as a user in the collaborator dropdown of the share report pop-up. Once you have selected your collaborators that you would like to share this report to click, “Share” and the report will be accessible to the collaborator.
Reading and checking the Diversigen customer portal terms and Conditions is mandatory before a report can be shared.