Skip to main content

Share report access and schedule PDF delivery

Updated over 7 months ago

Share access

Click the “…” button, and then select Share access

The report is private by default. You can then share with workspace members (teams, admins, or editors), guests or share with non-spyne accounts via a sharable link.

To manage workspace members (teams, admins, or editors) and guests, go to User Management in Workspace Settings. To learn more, click here.

Share with link

You can share a link to a report with anyone you want. This person doesn't need to create an account on Spyne (Note: The chat/ conversation is only available to logged-in users). Be careful who you share it with.

  1. Click on Get shareable link.

2. Once a public link is generated, you can:

  • Copy the link – Share it with others to grant access.

  • Create a new link – This will replace the existing link. Anyone with the old link will lose access.

  • Delete the link and disable sharing – This will remove the link and revoke access for anyone who had it.

Schedule a PDF sending

Click the “…” button, and then select Schedule PDF sending

Did this answer your question?