What You Can Share
You can share the following items directly from their details pages:
Risks
Causes
Mitigations
Consequences
Actions
Objectives
How to Share a Resource
1. Open the Details Page
Click on the risk or item you want to share to open its details screen.
2. Click the “Share” Button
Located at the top-right of the page.
3. Select Recipients
Search and select one or more team members to share with.
4. Add an Optional Message
Use the message box to include helpful context or instructions.
5. Send the Notification
Click “Share” to send an email with a direct link to the item.
What the Recipient Will Receive
Recipients will get an email that includes:
The name of the shared item
A link to view it in Essential ERM
Your custom message, if included
FAQs
Q: Who can I share items with?
Anyone in your organization who has access to Essential ERM.
Q: What happens after I share?
The recipient can click the link to view the full details and take action if needed.
Q: Can I share more than just risks?
Yes — you can also share causes, mitigations, consequences, actions, and objectives.
Q: Will recipients be notified immediately?
Yes — an email is sent as soon as you click “Share”.
Start Using It Today
The Share feature is available starting mid-September. Use it to make collaboration faster and easier across your risk management team.
Applies to: Standard Users, Admin Users
Keywords: share, collaboration, notifications, team, risk sharing, causes, mitigations, actions, email link, objective sharing