Table of Contents
Sharing
Learn how to share reports via links, use operator access codes, invite team members, and view reports shared with you.
Sharing a Report via Link
From any saved report, click the Share button to generate a shareable link. Copy the link and send it to anyone who needs to view the report. Recipients can view the report without creating an account.
Sharing a Report via Link
Operator Access Codes
For Inspection Forms, you can generate an operator access code when saving a template. Anyone with the code can fill the inspection form from the public fill page without creating an account. This is designed for shop floor operators using shared devices.
Operator Access Codes
Inviting Collaborators
From the share modal, you can invite specific team members by entering their email address. They will receive an email invitation with a link to view the report. If they have an account, the report will also appear in their "Shared with me" section.
Inviting Collaborators
Viewing Reports Shared with You
Reports shared with you appear in the "Shared with me" tab on your dashboard. You can view and download them but cannot edit the original. The list shows who shared each report and when.
Viewing Reports Shared with You
Report Visibility and Edit Permissions
Every saved report has a visibility scope that controls who can see it, and (for company reports) an edit policy that controls who can change it.
- Personal
- Only you can see the report unless you share it directly via a link or invitation.
- Company
- Any active member of your company account can see the report.
For company reports, you can also choose who is allowed to edit it:
- All Members
- Any active company member can edit the report. This is the default.
- Creator Only
- Only the person who created the report (and account Owners) can edit it. Everyone else can still view it.
Tips
- Use shared links for quick sharing. Use email invitations when you want the report to appear on the recipient's dashboard.
- Operator access codes do not expire unless you regenerate them. Change the code if an operator leaves the team.
- If you update a saved report, the shared link automatically shows the latest version. No need to re-share.