Data Sharing

Data Sharing allows a parent organization to connect with another business or team and share selected content and data.

When connected, you can:

1. Access and import document templates and resources from the parent organization to a child account
2. Copy labels to keep your data organized consistently
3. Create reports in the parent account using data from connected teams

Table of Contents

• Sharing and Removing Data

Where to Find It

You can view all the business you or your team(s) are currently sharing data with by doing either of the following:

• Go to your User Profile in the upper-right corner of your menu and click on View Your Profile.

  • The Data Sharing section is in the bottom-right.

    

• In the User Menu, refer to the Switch Team section and choose a team to manage. You can find the Data Sharing section in the bottom-right section of the Manage Team window.