Got a playbook full of trading wisdom you want to share? Here’s a quick and easy guide to help you distribute your playbook to others and manage who gets access.
Steps to Share Your Playbook:
Go to the playbook page.
Click on the three dots icon right next to the playbook you want to share to open a dropdown menu with more options.
Click on the “Share” option in the dropdown and click. A popup window will appear.
Choose How You Want to Share
Option 1: Sending an Invite via Email
Enter the email address(es) of the person or people you want to share the playbook with.
Click “Send invite” to send the invitation directly to their inbox.
Option 2: Generating a Sharing Link
Select “Generate Sharing Link.”
The platform will create a unique URL that gives access to the playbook.
Copy the link and share it via email, messaging apps, or any other way you prefer.
💡 Pro Tip: Allow Playbook Duplication: You can enable a duplication feature in the sharing settings. When this option is turned on, those with whom you’ve shared the playbook can duplicate it into their accounts.
How to Revoke Playbook Access:
For Email Invites:
Go to the playbook’s sharing settings.
Find the user by their email address.
Click on the three dots next to their email.
Choose “Revoke” or “Remove” to take away their access.
For Generated Links:
Access the playbook’s sharing settings.
Toggle the sharing switch off to deactivate the link.
Once deactivated, the link becomes invalid, cutting off access to the playbook.
By following these steps, you can securely and effectively share your playbook, manage access, and revoke permissions when needed. Your strategies and insights are valuable—share them wisely!
Need further assistance? Contact our support team at support@tradezella.com