Helen Grimbly

Technical Service Bulletin Week 41 - Sharing reports with other users

Tech Update


This week, Support Lead, Helen Grimbly will be looking at how to share reports with other users.

A registered master user may share access to reports, for their organisation's websites, with other users within their organisation. To add new users to an organisation please submit a support request. Once a new user has been added, the master user can add or remove access to scheduled sites from the Cog icon to the left of each site on the Digital Properties page.

Screenshot showing where in Sitemorse to edit the assessment assess for a site

Alternatively, users may wish to grant access to an individual not registered with Sitemorse. To achieve this please use the 'Email Report' feature (envelope icon) found on the top right corner of the Report Summary page, add the name, email address and message, and the recipient will be emailed the Report as a link, which they will not be required to login or register to access.

Screenshot of the Sitemorse Interface showing how to forward a report on via Email

Training

Automatic delivery - Just-in-time

Direct ‘just-in-time’ training materials are offered against actions, delivering immediate understanding and confidence in actioning. These videos provide help prevent the same issues being repeated.