Different Ways of Sharing

Sharing with Premium Users

There are a couple of ways you can share searches with other premium users. You can add the search to your Saved Searches found in this article, allowing them to find it here.

If you want to share a search without saving it, click the three dot icon located to the right of the search bar and click "Share Search Link". This will generate a link that can be copy/pasted and shared with your teammate.



Pro Tip: When viewing a PO, Bid, Agency Profile, etc, you can copy the URL from the browser and share this link. These are unique URLs.

Sharing with Basic Users

If you are trying to share with a teammate who does not have a premium license to access the system, you have the option to give them a "basic user license". Using Playbooks, you can add POs and Bids to a Playbook and share that Playbook with "basic users". For more on users, click here.

Sharing with Anyone

You can export your searches out of the system to be shared with any of your teammates. To learn how to export a search, click here.

If you're interested in learning more about any of these features, don't hesitate to reach out, or you can book a short appointment so a specialist can show you how to leverage these features. You can book an appointment here.
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