Team Members can share the profile that is published from the following locations:
Share profile from the Active tab of Profile Center
To share a profile from the Active tab, follow the steps below.
- Navigate to the Active tab.
- Click Share on the profile you want to share with your clients. The Share with people pop-up with a list of members who have access to the profile is displayed.
- Enter the email of the client you want to share the profile in the input box. You can add multiple emails.
- Choose the access you want the selected clients to have:
- View: Users with this permission can only view the profile.
- Full Access: Users with this permission can view the profile and download the attached artifacts.
- Next, set the access expiry for the profile. You can choose from a preset duration of 30, 60, or 90 days. Alternatively, you can select a custom date of your choice. If you prefer, you can also set the profile to never expire.
- Click Share Profile.
Alternatively, you can click the Manage All Shares on the Share with people pop-up to switch to the Shares tab and then share the profile by following these instructions.
Share profile from the Profile tab
To share a profile from the Profile tab, follow the steps below.
- Switch to the Shares tab and click Share Profile. The Share with people pop-up with a list of members who have access to the profile is displayed.
- Enter the email of the client you want to share the profile in the input box. You can add multiple emails.
- Choose the access you want the selected clients to have:
- View: Users with this permission can only view the profile.
- Full Access: Users with this permission can view the profile and download the attached artifacts.
- Next, set the access expiry for the profile. You can choose from a preset duration of 30, 60, or 90 days. Alternatively, you can select a custom date of your choice. If you prefer, you can also set the profile to never expire.
- Click Share Profile.
Alternatively, you can click the Manage All Shares on the Share with people pop-up to switch to the Shares tab and then share the profile by following these instructions.
Share profile from the Shares tab
To share a profile from the Shares tab, follow the steps below.
- Switch to the Shares tab and click Share Profile. The Share with people pop-up with a list of members who have access to the profile is displayed.
- Email the email of the client you want to share the profile in the input box. You can add multiple emails.
- Choose the access you want the selected clients to have:
- View: Users with this permission can only view the profile.
- Full Access: Users with this permission can view the profile and download the attached artifacts.
- Next, set the access expiry for the profile. You can choose from a preset duration of 30, 60, or 90 days. Alternatively, you can select a custom date of your choice. If you prefer, you can also set the profile to never expire.
- Click Share Profile.