A report is shared by link with an outside auditor
Who is involved
| Role | What they do |
|---|---|
| Tenant admin | Switches share links on for the workspace. |
| Insights analyst | Makes the link and closes it afterwards. |
| External auditor | Opens the link with the password. |
Step by step
- Tenant admin
Switches share links on in the workspace settings; they are off by default.
What they see:Share links become available to people with sharing permission.
- Insights analyst
Shares a report by link with a title, a 30-day end date and a password, and copies the link.
What they see:The link is shown once and cannot be looked up again.
- Insights analyst
Sends the link and the password separately.
What they see:The link appears in the list as active.
- External auditor
Opens the link and types the password.
What they see:A read-only copy of the numbers as they were when the link was made, with no login.
- Insights analyst
Opens the list of who has opened the link.
What they see:One line per attempt, including a wrong password, identified only as a visitor.
- Insights analyst
Closes the link.
What they see:The auditor now gets a sentence saying the link is closed.
Who is told what
No message is sent; the analyst sends the link themselves and checks the opens list.
Related
- Insights — Business Intelligence & Apps
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- A weekly report goes out to people who may see different things
- A number crosses a line and the right person is told
- CRM deals and leads feed the pipeline report
- Customers and suppliers join the Customer 360 page
- Team workflows