1. Home
  2. Knowledge Base
  3. Record
  4. How to…Share a Record

How to…Share a Record

Find the record you wish to share by searching for your record in the search bar.

When you have found your record, select the share icon  and a pop-up will appear.

A list of your colleagues will be displayed and you can click the plus icon  to share with individuals. In this example I have selected one colleague (Aydin Sullivan) to share my calendar with. This Screen Shot 2013-09-14 at 10.47.23 indicates that he is only able to view my record .

Should I click on Screen Shot 2013-09-14 at 10.49.23this will turn to green Screen Shot 2013-09-14 at 10.50.29 and he will also be able to edit my record.

If you wish to remove an individual, click the minus icon  .

Don’t forget to click Share to save your changes.

Updated on June 19, 2018

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for? Don't worry we're here to help!
CONTACT SUPPORT