You can give clients secure access to their mod files so they can explore the Intelligence dashboard and download their own reports. You control which screens they see, whether they can edit, and how long access lasts.
Share a mod file
On the dashboard, check the box next to each policy or mod file you want to share.
Select Bulk Action, then Share.
Enter the recipient's name and email.
Choose which screens they can see.
Choose View or Edit access.
Optional: set how long the link stays active.
Optional: add a password.
Review the pre-written email at the bottom, edit it if you like, and send.
Track shared files in the Sharing Center
Select Sharing Center from the left menu to see which accounts you've shared, who has accessed them, and how often.
Good to know
Use View access unless the client needs to enter data themselves.
Set an expiration for prospects or one-time reviews.
The ModWatch dashboard is part of what clients can see when it's included in the share.
The Sharing Center is only available on some subscriptions. If you don't have access please contact sales@modadvisor.com