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EmetSelch Frequent Visitor
Frequent Visitor

shared content, external user

Greetings,

 

I have some questions regarding the sharing of report to external users with the mobile app on iPad. There's no problem with him viewing the report in web view, so access is not a problem in general.

When he opens the invitation (shared link) in his email, he can chose to open it with the app - works fine. But when he logs out of the app and back in again, the report is not visible to him anymore.

 

What's the right way for him to have easy access to the shared report in the app? The background for the use is this: some agents will need to view the report, but they should, preferably, not know the log in information. If they can access the report with just opening the app, that would be perfect.

 

I'm very new to the use of the mobile app, so any advice you can give is highly appreciated.

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: shared content, external user

HI @EmetSelch ,

Unfortunately, external sharing not able to save shared contents, these users can only viewed by click on the shared email links.
If you shared with organizations accounts, they can find shared content in 'shared with me' menu.
Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.



For learning resources/Release notes, please visit: | |

View solution in original post

1 REPLY 1
Community Support Team
Community Support Team

Re: shared content, external user

HI @EmetSelch ,

Unfortunately, external sharing not able to save shared contents, these users can only viewed by click on the shared email links.
If you shared with organizations accounts, they can find shared content in 'shared with me' menu.
Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.



For learning resources/Release notes, please visit: | |

View solution in original post

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