Share a Summary

How to Share your Summary with others

Kseniya Verenich avatar
Written by Kseniya Verenich
Updated over a week ago

Once you have built your Summary, you will often need to share it with others on your team. You can do this from a few places: directly in the Editor or in a Collection detail page. Regardless of where you start, you will be introduced with the same sharing modal:

You can select to update both the View Access or the Edit Access in this modal. Simply select the Users, Groups, or Roles that you want to share this Summary with. Once you've updated the share settings, click the 'SHARE' button and this Summary will now be accessible to them.

You can also use the 'Share with all logged in users' toggle if you want anyone in your instance of ServiceNow to have access to this Summary.

It's easy to Copy the URL by clicking the copy icon to share with anyone you have just granted access to.

One last tip: By typing 'public' in 'Roles' any one with the direct URL will be able to have View access. Keep in mind, if SSO is enabled in your ServiceNow instance, this may effect this experience. If you have any questions, ask us in the chat! We'd love to help.

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