Share a Record

Purpose

This guide outlines how to share an existing record in the system with another user. 

Note: Records need to be configured with the correct privileges in order to be able to share them in the user portal. Contact your system administrator for more information.

Instructions

1. Open a record and click the Share icon in the top right. 

2. The Share Settings will open in a pop-up window. Enter the email address(es) of the user(s) you wish to share the record with in the Invite People field.

3. Click the Eye icon to set privileges for the users you are sharing the record with. Privileges include:

• Can Edit
• Can View

4. Add an optional note. Once shared, the user will receive an email with the added note and a link to access the shared record.