Feature Overview
- You can send report links to non-whitelisted users and they can request access to view them on their end. This request can be approved by branch-level operators.
- Why this matters: Branch Operators do not have to add whitelisted users prior to sharing their reports - they will have more flexibility in how they share the reports to their respective Clients, speeding up workflows and reducing confusion.
How it works
- Branch Operators can forward reports as they normally do to their new Client.
- If the Client has not already been whitelisted as a “Guest”, they will see the page below giving them the option to request access
- The Branch Operator will receive an email, like below, that will let them know the email of the individual requesting access and provide a button to “Add the User in Panoptyc Access Management”.
4. If the user is granted access, they will be whitelisted for that location and can access reports moving forward.