Sharing by Email and Public Link

In your Incident Management account (Operations Center platform) everything can be shared externally by email and all forms can be shared by a public link. 

ℹ️ NOTE: Using the Situation Report module for the below examples but it works the same for any applicable modules within the Operations Center account.

Share by Email

ℹ️ NOTE: All personnel who have been added to the Channel will appear as potential recipients but you can add additional recipient lists by adding an Email type field to the template of a Status Board and checking 'Can be used as a recipient contact' underneath it. All emails added to that Status Board will appear in a recipient list by the name of the board.

To share the screen you are on:

  1. Access the open Channel
  2. Open the Situation Report
  3. Click on the ⋮ more options menu in the top right 
  4. Click on Share by email...
  5. Select the recipients you want the system to send the email to
  6. Click Next
  7. Customize your subject and message
  8. Click Send

Share by Public Link

Our public links allow you to make the content of Task Boards and Forms (including the forms behind Status Boards) accessible to those without credentials to your account. The link generated is 'secret' in such that it is too complex to guess and cannot be found by browsing or searching the internet.

  1. Access the open Channel
  2. Open any item you are wanting to share
  3. Click on the ⋮ more options menu in the top right 
  4. Click on Share by public link...
  5. The platform generates a 'unique link' that you can share externally
  6. You can choose to include log posts when sharing the link

You can switch off a Public Link at any time by following the same steps. All links are disabled when you Shut Down the channel.

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