The Share tab will be available for existing reports. You can either click on the Share icon or select the Share tab when viewing the General Information tab.
When you first create a report in Untap, the creator is the only person who can see / edit the report.
To share the report with other users of Untap, you need to come to this tab and update the permissions.
Icons along the top of the screen:
Back Arrow |
At the top left of the screen, this takes you to the previous screen. |
Expand Screen |
The arrow icons make the menu down the left hand side of the page invisible to maximise the space available to display the details. When you use the button again the menu will reappear. |
Close Window |
Use the X to close the page (the main screen will show blank). Choose a sub-menu from the left hand side to load a page. |
Save |
Save any changes made to the Share tab. |
Cancel |
Cancel any unsaved changes made to the Share tab. |
Refresh |
Looks for any updates to information displayed on the page. |
Changing Share Permissions:
1) Double click on the radio buttons or in the 'Users' section to allow edits to be made.
2) Use the radio buttons to select if you want the report shared with everybody or selected users.
3a) If you select "Everybody" - check if you want the permissions to be view only or allow edits and click Save.
3b) If you select "Selected Users" - look to the top right to see two people icons.
The blue head icon allows you to select individual users:
The grey head icon allows you to share the report with any users with a certain profile:
When a user or profile is added to the list, you need to check under the permissions to see if they have view only or edit permissions.
Remember to click Save after making any changes.