Share investigations

Users with multiple accounts can share investigations in their primary account with users in their secondary account. Sharing an investigation will allow all users with access to the secondary account to see and make changes to the investigation. Once the investigation is shared, it cannot be undone.

Requirements:

• The user must have multiple accounts
• The investigation must be active.
• Users in the primary and secondary accounts must have a User role.

To share an investigation:

1. Go to Investigations and do one of the following:
   • Create a new investigation.
   • Open an investigation in the list. Investigations in your primary account are indicated with an account icon.
2. Click the gear icon at the top-right of the page and select Share With Account. The Share with Account dialog opens.

   

3. Click Confirm. The Investigations page opens. The account icon is removed from the investigation and a confirmation message appears at the top of the page.

   

To share an investigation with the action menu:

1. Go to Investigations.
2. Locate an investigation in your primary account. Investigations in your primary account are indicated with an account badge.

   

3. From the actions menu, select Share. The Share with Account dialog opens.

   

4. Click Confirm. The account icon is removed from the investigation and confirmation message appears at the top of the page.