Sharing

Sharing

The current sharing capabilities allows you to share everything at an organisation level. You can share individually share:

  • Solar Farms

  • Reports

  • Task Lists

 

Which means:

  • You can share a solar farm without having to share any reports or task lists

  • You can share a solar farm + 1/multiple reports

  • You can share a solar farm + 1/multiple task lists

  • You can share everything

 

Also Important:

  • Solar Farms can only be "shared" from the analyst portal, adding "Interests" to the Solar Farm

  • Reports can be "shared" both from the client portal or the analyst portal

  • Task Lists should be shared from the client portal



    • Related Articles

    • Tasks - Sharing & Exporting

      Sharing Select the Edit button Select the Edit button icon from the Task List that is required to be shared. Add User / Organisation Add user / organisation that you want to share the Task List with. Task Lists can be assigned to Organisations or ...