Print, email or download a record
Three routes out, three permissions. Most roles need one of them and are given all three by accident.
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Sharing
Sharing is one set of rules for getting a record out of the system — printing, emailing, downloading, linking, chatting or WhatsApping it. Every module uses it, which is why the rules are in one place.
Try it in the demoshare · 5 tasks
Before you start
- A decision, per role, about which routes out are allowed. This is the most consequential permission set in the suite.
What Sharing does
One set of rules for getting a record out of the system.
Create a shareable link
A link is reachable by whoever holds it. Issue links when the recipient has no account and revoke them when they no longer need one.
Share in chat or send on WhatsApp
Internal and external routes, deliberately distinguished — the second takes a record outside the business.
Copy record details
Even copying is its own permission, because a copied record is an uncontrolled one.
Remember that view never implies send
This is the principle the whole module exists to enforce: being allowed to look at something has never been the same as being allowed to send it to somebody else.
What it claims to do
The capability list this guide is written against, unabridged. Nothing above adds to it.
Sharing on the Productivity page- Print, email or download a record
- Create a shareable link
- Share in chat or send on WhatsApp
- Copy record details
- Each route its own permission, so “view” never implies “send out”
Where it connects
The modules Sharing hands work to, or takes it from. Most problems that look like one module are a handover between two.