Sharing a Report

Sharing a Report

You may wish to share a report with:

• Management
• A colleague
• A IT Service Provider
• An auditor
• A customer

Assuredly provides you the ability to share reports securely.

To share a report:

1. Go to the Report
2. Select View
3. Select Share
4. Add the Report Viewers Name and Email address.
5. Select if you wish an automated notification to be sent.

Notify Report Viewers when they are Given Access to a Report

If you wish Assuredly to send an email to the Report Viewer to let them know you given them access to a report select the checkbox.

Automated notifications

If selected Assuredly will send an email letting them know that you have given them access to a report in Assuredly and how to log in and access the report.

The notification will be sent from hello@assuredly.co with the subject line "A report has been shared with you in Assuredly"

‍Personalise the notification

If you wish to send them a personal message instead of our automated notification please do not select the "Notify user" option.

INstead, copy the URL provided in the share report screen and send this to them with any information you wish to know before they read the report.

Remove access from a Report Viewer

There are two ways to remove a Report Viewer from having access to your report.

Remove from report

1. Go to the report.
2. Select Share
3. Select X next to the report viewers email address.

Remove report access under Team Settings

1. Go to Company Settings
2. Go to Team
3. Go to Report Viewers
4. Select Report Views
5. Select Remove next to the report you don't wish them to have access to.

Read more about how to Manage Users.

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