Skip to main content

How to share a scheduled search

Share a scheduled search with other users in your organisation.

H
Written by Harriet Christie

Summary

You can share a scheduled search with another agent, or transfer ownership of it, from the Schedules list. The share dialog lets you "Share this schedule or transfer ownership to another agent." This article covers sharing a scheduled search.

Prerequisites

  • Login credentials to MirrorWeb Insight

  • A scheduled search you can share

  • The email address of the agent you want to share with

Step-by-Step Instructions

Step 1: Open the Schedules list

Navigate to the search Schedules section to see your scheduled searches.

The Schedules list

Step 2: Open the share dialog

On the schedule you want to share, click the Share schedule control. A dialog opens headed "Share """.

The Share schedule action and the share dialog

Step 3: Choose the agent

In the Agent email field, search for and select the agent you want to share with (placeholder "Search agents...").

The Agent email field with an agent selected

Step 4: Choose a role

In the Role field, select one of:

  • Editor — "Editors can view and edit schedules".

  • Reviewer — "Reviewers can view schedules and perform message actions".

  • Owner — "Transfer this schedule to another agent".

The Role field showing Editor, Reviewer and Owner options

Step 5: Share

Click Share to apply. While the action runs, the button shows "Sharing...". On success you see a confirmation that the schedule was shared with (or transferred to) the agent's email.

The Share button in the dialog

Notes

  • Selecting the Owner role transfers the schedule to the chosen agent. After a transfer, the schedule is no longer available to you, and the confirmation reads "Schedule transferred to" the agent's email.

  • If sharing fails, you see "Failed to share schedule with" (or "Failed to transfer schedule to") the agent's email.

Did this answer your question?