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Clicking on the  ‘people’ iconImage Removedimage-20241106-154458.pngImage Added (top right corner of the Order toolbar) allows you to select colleague(s) with whom you'd like to share your Order tab. Image Removed

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Once you have shared a tab with your colleague they will receive a notification ... 

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As an owner of the tab, you can choose to give viewing-only rights or editor rights to the user you have invited:

  • Viewer” - can "read-only"  a shared tab and cannot edit the tab ...

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  • Editor’ -  can edit/make changes to a tab which is seen live by both owner and user ...

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The 'owner' of the tab can also select someone to 'Transfer Ownership' of the tab onto ...

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Users can check who has 'worked on' or is 'seeing' the shared Tab by hovering their mouse over the other user’s avatar for an in-app message to appear ...

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There is also the option to share your orders tab via a Link highlighted in the screenshot below.

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