⚠️ Sharing is not enabled by default. Each user must set it up themselves, and it only applies to new requests going forward, not historical ones.
🔧 Setting Up Sharing as a Default
Step 1: Enable Sharing in Settings
Open your Account Settings.
Click on the Sharing tab.
3. You'll see a list of users connected to your Partner account.
4. Select the users you want to share your future requests with.
5. Click Save.
From this point on, any new request you create will be shared automatically with the selected users.
Step 2: Confirm Sharing When Creating Requests
When you create a new request, a message will appear at the bottom showing who the request will be shared with.
🔁 Sharing or Unsharing Individual Requests
Want to manually change sharing on a specific request?
Open the request.
Edit the Shared With section.
This is especially helpful if you need to share an existing (historical) request that wasn’t previously shared by default.
