4.3.1 Share - How to Share a Report

1. Find the report you would like to share and hover it with your cursor.

 

 

2. Click the settings icon  to edit. Here you will be able to add, delete, view, and change permissions for shared recipients.

 

 

3. Click Share access.

 

4. Enter the name of the person, group, or company you would like to share the report with. As you type, Affinio will auto-populate applicable recipients.

 

5. Select the username. Choose “view” or “edit” rights for the recipient. Changes made to a report (e.g. cluster names) will reflect mutually among shared recipients.

 

6. Click Save in the bottom left of the dialog. 

6. You should receive a pop-up message, “All changes successful,” once you have shared the report. If you get an error message, try following these steps again, or contact our support if the error persists. Shared recipients will receive an email notification with a hyperlink to the report.

 

* When a report is open, the “Share” option will also appear in your top navigation bar. Select this option and follow steps 3-6.