Sharing and Collaborating on Transect Reports

Learn how to share and collaborate on 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.
• Collaborate on your Transect Report

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.
• Select Copy Link in the lower-right corner. 
  
  
  • You can cancel this link at any time by selecting Cancel Link.
• Alternately, 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 users who have received shared links will show below the dialogue box. To cancel the magic link, click Cancel Link.

    

The magic link expires within 30 days and grants users view-only access.

Collaborating on Transect Reports

Within a Transect Report, you can add Notes to the Executive Summary, Permit Matrix, or to a report section. You can also add them to the Soils and Parcels sub-pages, located under Supporting Resources & Docs > Setting. To start, select Add User Note in the upper right corner. Next, type the note that you’d like included and 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.

After adding a Note, Report Owner or Collaborators can add, edit, or delete it. Any user can view, add, or delete their own comment on the thread. 

If you’d like to include Notes when exporting your Transect Report to a PDF, select the toggle to include it.