Add instructions and visuals for sharing reports via public link and revoking access
This commit is contained in:
parent
ffdc15e3dc
commit
cbf34dbcd4
|
@ -147,6 +147,23 @@ To unshare the report with a customer, click on the **"Remove"** button in the r
|
||||||
|
|
||||||
To share a report via a public link, click on the **"URL Link"** tab in the share report modal.
|
To share a report via a public link, click on the **"URL Link"** tab in the share report modal.
|
||||||
|
|
||||||

|

|
||||||
|
|
||||||
There
|
- You can set the expiration date for the public link by setting the date in the **"Share until end of"** field. If you leave the date empty, the link will be valid indefinitely.
|
||||||
|
- Click **"Generate link"** to create the public link.
|
||||||
|
|
||||||
|

|
||||||
|
|
||||||
|
You can copy the generated link and share it with anyone. The public link will allow users to view the report without needing to log in.
|
||||||
|
|
||||||
|
### Revoking the Public Link
|
||||||
|
|
||||||
|
If you want to revoke the public link, simply click on the **"Revoke link"** button in the share report modal. This will invalidate the public link and users will no longer be able to access the report via that link.
|
||||||
|
|
||||||
|
## View Shared Report Status
|
||||||
|
|
||||||
|

|
||||||
|
|
||||||
|
Visual cue that the report is shared with a customer or via public link is that the **"Share"** button in the report list will replaced with **Link** icon in case that the report is shared via public link, or with **Users** icon in case that the report is shared with a customer.
|
||||||
|
|
||||||
|
You can glance additional information about the shared report by hovering over the **Link** or **Users** icon. This will show you the validity of the public link or the list of customers with whom the report is shared, along with their share status.
|
||||||
|
|
Loading…
Reference in New Issue