Sharing a Transect Report

Learn how to share your Transect Report with other users.

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.

Sharing Internally with Teammates

• From the dashboard, open your 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 your 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 report by changing the dropdown to Company Projects.

Sharing Externally via Magic Link

• From the dashboard, open your Transect Report.
• Click Share in the top-right corner.
• In the ‘Share an external link’ section, enter the email address of the person you want to share the report with.
• When finished, click Send Link. An email will be sent to them with view-only access to the report.

The magic link expires within 30 days and grants users view-only access. The users who have received shared links will show below the dialogue box. To cancel the magic link, click Cancel Link.