Sharing Projections with Team Members

The team functionality allows you to share your client projections with your team members making it more efficient to work as a team. 

Please note that this feature is only available for the Advisor Business plan and all team members must be on this plan. The billing for all team members must be through a single contact and credit card. 

One or more Organization Operations Managers may be designated for each team.  Operations Managers will have access to all plans created by individual team members.  Each team member can choose which client profiles they wish to share with other individuals or with the entire team. 

NOTE: Usernames can only be used by one person at a time. If someone logs in with the same email address as another person using Snap Projections, the first person logged in will be automatically logged out. This is to protect your data integrity and introduce additional security measures around data access.

As a team member, you will see a Sharing column on the Clients page that indicates which projections have been shared with you, and which ones you have shared with others.

a. Sharing Icons

b. How to share client profiles

You can share client profiles with your team members if you have created them. You cannot share client profiles that you didn't create. Either the owner of the client profile or the team's Operations Manager can share the client profile with all the team members.
To share a client profile, click the icon in the Sharing column, select the appropriate checkbox(es), and click Save. You can share a client profile and all of its scenarios with individual users or all users on your team (i.e. within your Organization).
When you click the drop-down of the Save button, you can select the option to Save for all future clients. This option automatically shares your new client profiles with the selected team members. Another option is to Save for all current clients, which shares all existing client profiles with the selected team members. This action will overwrite the existing sharing settings for all of your clients, and only by individually updating each client can you reverse it.

c. How to revoke access of client profiles you have shared with others

To revoke access to your projections click the Sharing icon beside that client portfolio and de-select the appropriate checkbox(es).  Click Save, or select the drop-down choice to save these settings for all clients.

d. Removing client profiles from your Clients List (that have been shared with you)

Shared scenarios can only be deleted by the person who created the scenario or the Operations Manager.  Therefore, the delete icon is not visible when a scenario has been shared with you. This prevents accidental deletion of the scenarios for all team members.  

To remove your access to a shared client profile (if it has been shared only with you and not your entire organization) click the info icon for this client profile and then Remove it from my account.  If the client profile has been shared with your entire organization and you no longer want to see this client in your Clients list, you will need to ask the person who shared it with you or the team's Operations Manager to revoke your shared access.

e. How to determine the user who last edited a shared scenario

f. How to filter the Client list based on Sharing Status

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Organization Operations Managers have additional functionality to manage the shared client profiles between team members. To switch to a view of the clients owned by a different team member, click the pick list in the main navigation bar and select another team member. Once the view is switched, the manager can share clients on behalf of this team member.  The sharing functionality works the same as above by clicking the Sharing icon and selecting which team members to share client profiles with.

For more details, please refer to this article: Manage Organization Operations - Access and Controls.

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