How to share customer or vendor details
Step 1: Navigate to the detail page
Go to your Customers or Vendors section
Click on the specific customer or vendor you want to share
You'll see the detail page with company information and metrics
Step 2: Open the sharing interface
Look for the Share button in the top-right corner (next to Action Plan and Business Cases)
Click Share to open the "Manage Shared Users" modal
Step 3: Add a new user
Click the blue Add User button
Fill in the user's details:
Email address (required)
First name (required)
Last name (required)
Review the domain classification information displayed
Step 4: Understand user classification
DIVACS automatically classifies users based on their email domain:
Internal users (blue badge): Same email domain as your customer/vendor
External users (green badge): Different email domain
Step 5: Confirm and share
Click Add User to proceed
For external users, you'll see a confirmation dialog asking if you want to share with someone outside your organization
Click Confirm to complete the sharing process
Managing shared users
Once you've shared access, you can easily manage all shared users from the same interface:
View shared users
See all users who have access in a organized table
Check their verification status and user type
View their roles and permissions
Search and organize
Use the search bar to quickly find specific users
Sort users alphabetically (A-Z or Z-A)
Navigate through multiple pages if you have many shared users
User management actions
Resend verification emails for unverified users
Remove access by deleting users from the shared list
Filter by type using the Internal/External tabs
Security and permissions
DIVACS ensures your data stays secure through:
Role-based access control: Only authorized users can share information
Domain verification: Clear distinction between internal and external users
External user confirmations: Extra security layer for outside collaborators
Complete access control: You maintain full control over who sees what
The sharing process is identical for both customers and vendors - simply follow the same steps regardless of which type of business relationship you're sharing.