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Sharing: Share with Prospects & Clients
Sharing: Share with Prospects & Clients

How to share/link organizational data to other organizations

Updated over a week ago

In this tab, you can:

  1. Sharing Tab: This is where you can manage the sharing of your organization’s data with other organizations.

  2. Toggle Button: There’s a toggle button that you can click to turn on or off the sharing feature. When it’s turned on, your organization’s data becomes accessible to other organizations.

  3. Advanced Settings: While the sharing feature is turned on, you can click on ‘Advanced’ to view the current sharing settings.

  4. Companies Sharing With: This section lists all the organizations that your organization is currently sharing data with.

  5. Companies NOT Sharing With: This section lists all the organizations that are related to your organization’s assessment data in terms of region, but with whom you are not currently sharing data.

  6. Adding an Organization: If you want to share data with a new organization, click on the “+” button. This will allow you to search for an organization available in the database to share data with.

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