How to Share a saved Chart with another User

Purpose - Share a saved Chart to another user.

The chart can be shared as editable or noneditable. The recipient will receive the shared chart in their "My Charts" file in the Charts Application. If the chart is shared as editable, the recipient will be able to make changes to the configuration of the chart. These changes will also take effect in the original version.

No notification will be sent to alert the recipient that a chart was shared with them. (functionality forthcoming)

Location:  Chats Manager > My Charts

Select the chart you would like to Share >> Edit Chart

Select the "sharing" tab

Select user or users to Share the chart to

We have included multiple tools to help the user find the correct application user or users they would like to share with.

The list populates alphabetically according to the last name. The filter may be utilized to help narrow the field and we have included a search box.

Once you have found the person or persons, simply click on the plus sign then "add application users".

Click "Share with Users" and choose non editable or editable

The shared chart will appear in the recipient's "my Charts".