Team Collaboration

Team Collaboration

Sharing Reports

Share any report with team members:

• Reports are automatically visible to all org members

Generate external share links for people outside your organization

Control link expiry (1, 7, 30 days, or permanent)

Shared Watchlists

Org Admins can create organization-wide watchlists that all team members can view and contribute to.

Activity Feed

Org Admins see a team activity feed showing:

Reports generated by team members

Companies added to watchlists

Credit consumption per member

Best Practices

Use shared watchlists for client portfolios

Assign Analyst role to team members who generate reports

Use Client role for read-only stakeholders