Collaborating and Sharing Transect Reports

After creating a Transect Report, you can share it with individuals, your organization, or even external stakeholders to maximize data analysis and to inform environmental decisions.

In this article, you’ll learn how to:

• Share your Transect Report:
  • With teammates.
  • With your organization.
  • With someone outside your organization.
• Collaborate on your Transect Report

Sharing Internally with Teammates

• From the Dashboard, open a Transect Report.
• Click Share in the top-right corner.
• Select the checkbox next to the user(s) you’d like to add.
• Use the dropdown next to the user’s name to set their access level to either Viewer, Collaborator, or Owner.
• When finished, select Save.

Sharing Internally with your Organization

• From the Dashboard, open a Transect Report.
• Click Share in the top-right corner.
• Select the toggle to ‘Share with your entire company.'
• When finished, select Save.

From the Dashboard, users can view the shared reports by changing the dropdown to Created by others or All of our projects.

Sharing Externally via Magic Link

• From the Dashboard, open a Transect Report.
• Click Share in the top-right corner.
• Select Copy Link in the lower-right corner. 
  
  • Alternately, in the ‘Share an external link’ section, enter the email address of the person you want to share the report with. 
  • You can cancel this link at any time by selecting Cancel Link.
• When finished, click Send Link. An email will be sent to them with view-only access to the report.

Collaborating on Transect Reports

Within a Transect Report, you can add notes to various report sections, including the Executive Summary and Permit Matrix.

• Select Add User Note in the upper right corner of the Executive Summary, Permit Matrix, or other page.

• Type the note that you’d like included.

• Click Save when finished.

Full notes are shown at the top of the corresponding page and the comment icon will appear next to sections that contain a note. The Report Owner or Collaborators can add, edit, or delete it. Any user can view, add, or delete their own comment on the thread. 

To include Notes when exporting your Transect Report to PDF, select the toggle.