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Share Sessions with a Peer Group

Select individual sessions to share with colleagues.

  1. Click on My Clients in the upper left corner of the page or in the data viz list of client on the right side of the page.
  2. Click on the name of the client whose session you would like to share and then select the share icon in the middle of the row.
  3. In the Share Session pop up window, toggle the Peer Group you would like to share this session with, then click Done to complete the sharing process.
  4. To view sessions that you have shared or have been shared with you via peer groups, select My Groups menu in the upper left part of the page
  5. Select the peer group to view the list of shared sessions.