Share report

If you need to share a specific report with someone who shouldn't have access to the company's or program's reports, you need to use the Viewer role.

Viewer (good to know):

• The Viewer doesn't have access to the company account or programs at all!

• Viewers can see ONLY a specific report that was shared with them and ONLY in their personal accounts.

• To start sharing the report, you need to add the person into the program team with the role of Viewer

• You can restrict access to previously shared reports by using the UNSHARE button in the report prerequisites.

How to find shared reports

• Open list of reports of the program.

• The shared report has a specific label .

Add Viewer-person

To add Viewer:

• Go to the relevant program.

• Open the Program Team section.

• Click on the 'Invite to program' button.

• Enter the email address or nickname of the person you wish to add.

• Select "Viewer" from the drop-down list of user roles.

• Click on the 'Invite' button.

Share Report

To share the report:

• Open the report that you want to share.

• Navigate to the report prerequisites menu (right side of the report)

• Find the Viewers section and press the 'Share' button opposite to the necessary viewer

Unshare Report

To share the report:

• Open the report that you want to ushare.

• Navigate to the report prerequisites menu (right side of the report)

• Find the Viewers section and press the 'Unshare' button opposite to the necessary viewer.

How Viewers see shared report

The viewer does not have access to the company account. Viewer can only see a report that has been shared with them in their personal account.

After you share a specific report with the viewer, they can find it ONLY in their personal (hacker) account:

When the viewer opens the shared report, they will see the following information: