On the shares section, you can create a secure data share that can be used internally and externally. Often data needs to be transferred either between departments within an organisation or to an external party (such as a bank). In these cases, a data share can help.
There are 3 steps to creating a data share.
- Information - here you can choose the information that you wish to share. A data share can consists of many people and many datas. Use the search bar to find each person and chose the data that you wish to share.
- Recipient - Here you can choose the recipient. The name is mandatory. But the email field can be empty. If the email is empty, then the system will only create the data share link that you then can transfer to the recipient through other channels.
- Secure access - All data shares are protected by a 6-digit code. This code should be transferred through a different medium to increase the security of the data. We have built-in support for sending an SMS to the recipient of the data share.
After the data share has been viewed, a small eye-symbol will be attached to the data share.