How do I share my Transect report?

Transect Platform
1

You can share a Transect report with your teammates, organization, or with external users.
To share your report with teammates:

https://support.transect.com/hs-fs/hubfs/Share%20w%20user-gif.gif?width=1422&height=766&name=Share%20w%20user-gif.gif(image larger than 4 MB)

  • From the dashboard, open your Transect Report.
  • Click Share in the top-right corner.
  • Select the checkbox next to the user(s) you’d like to add.
  • Use the dropdown next to the user’s name to set their access level to either Viewer, Collaborator, or Owner.
  • When finished, select Save.

To share your report with your organization:

https://support.transect.com/hs-fs/hubfs/Share%20w%20org-gif.gif?width=1422&height=766&name=Share%20w%20org-gif.gif(image larger than 4 MB)

  • From the dashboard, open your Transect Report.
  • Click Share in the top-right corner.
  • Select the toggle to ‘Share with your entire company.
  • When finished, select Save.

From the dashboard, users can view the shared report by changing the dropdown to Company Projects.

To share your report externally:

  • From the dashboard, open your Transect Report.
  • Click Share in the top-right corner.
  • In the ‘Share an external link’ section, enter the email address of the person you want to share the report with.
  • When finished, click Send Link. An email will be sent to them with view-only access to the report.

The magic link expires within 30 days and grants users view-only access. The users who have received shared links will show below the dialogue box. To cancel the magic link, click Cancel Link.

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