Sharing a Record

versaSRS allows a Record such as a Case, Problem, RFC, or Task to be Shared with a User that is not a member of the Team that the Record resides in, or with another Team. When Sharing a Record in versaSRS you can set write access permissions and the time period that it is Shared for.

You can share a Record by clicking the Share Record Right-Click menu option in the Tools sub menu or by clicking on the Share icon on the right side of the Records Toolbar.

Once clicked the following screen will be displayed where the User or Team to Share with can be selected, along with the write permission and time period set.

When the Record has been shared the shared with party will be able to access it for the time period specified.