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Using Shareable Links

Su Subburaj
Su Subburaj
  • Updated
Shareable Links enable you to easily share quick access to an Account, Project or Ticket in SiteOwl with your Users. This can be useful in a multitude of ways throughout your organization. Click the Shareable Link ion to copy the URL, then paste it into an email, document or application. Only those Users who have access to the Account or Project will be able to use the shared link. 
Account Shareable Links can be used for things like:
  1. Providing quick access to a SiteOwl Account in an email
  2. Linking the account's entry in your back-office software to SiteOwl. Add the link to the account's information in your back-office software and you'll have an easy way to navigate to the account in SiteOwl
First, select an Account from the Headquarters drop-down list. On the Account's Dashboard, the Shareable Link icon is displayed to the right of the Account Name. Click the link to view and copy the URL.
 
SiteOwl apps that support these links:
  1. Web Application
 
Click the Copy Link button to copy the link to your clipboard, then paste it anywhere you'd like to share it. 
 
Project Shareable Links can be used for things like:
  1. Providing quick access to a SiteOwl Project in an email
  2. Linking the project's entry in your back-office software to SiteOwl. Add the link to the project's information in your back office software and you'll have an easy way to navigate to the Project in SiteOwl
After selecting the Account, navigate to the Design or Installation Project Card, then select the Information tab. The Shareable Link icon is displayed to the right of the Project Name. Click the link to view and copy the URL.
 
SiteOwl apps that support these links:
  1. Web Application
 
After selecting the Account, navigate to a Design or Installation Project Plan, then select a Device or Task.  Scroll to the bottom of the Device or Task Panel where you'll find the Shareable Link icon. Click the link to view and copy the URL.
 
SiteOwl apps that support these links:
  1. Web Application
 

Link to a Live Site Device

After selecting the Account, navigate to a Live Site plan, then select a Device.  Scroll to the bottom of the Device Panel where you'll find the Shareable Link button to view and copy the URL. 
 
SiteOwl apps that support these links:
  1. Web Application
  2. SiteOwl Mobile
 

Link to a Ticket

If you've licensed the Live Site module, select the Service Tickets menu option, then navigate to the Ticketed Device. The Shareable Link icon is displayed to the right of the Ticket Name. Click the link to view and copy the URL.
 
SiteOwl apps that support these links:
  1. Web Application
  2. SiteOwl Mobile
 
 

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