Key Highlights:

• Simple Sharing Process:
  • Step 1: Enter the recipient’s email address, whether or not they are already a user of the tool.
  • Step 2: Write a personalized message to accompany the shared content.

• Seamless Access via Email:
  • Recipients will receive an email containing a link to the shared report/roadmap and the message.
  • Access depends on authentication settings:
    • With Single Sign-On (SSO): Only users from the same domain can access the shared content.
    • Without SSO: New users (not part of the tool) will be provided with a temporary password.

• Streamlined Experience for New Users:
  • New users are automatically assigned the Stakeholder role, granting access only to the shared content.
  • No other tool features will be visible, ensuring simplicity and ease of use.

• Content Setting Retention:
  • The shared content retains the settings as they were configured at the time of sharing, ensuring consistent access controls and permissions.

This feature simplifies collaboration while maintaining security and control, making it easier to share critical insights with anyone