Once you've created a snapshot of a report, you can share it. There are three types of people you can share a snapshot with.

The first step is to click the Share button in the top navigation. This will open a modal where you can view those already invited as well as let you invite others.

Once the modal opens, it'll show you users you have already invited to the snapshot. There is also a search bar, once you click into it you'll see a list of existing and pending users within your teams.

You can select which users you would like to invite and send them an invite. These users will receive an email as well as a system notification that a Snapshot has been shared. They can click the link to be taken to the Snapshot.

Users in the Pending state cannot be invited to the Snapshot until they've accepted your invite.

Within the Share snapshot modal, enter the user's email address. You can then send them an invite. This will send them a team invite first.

You will see them in your pending team members section of the Snapshot modal as well as in your team view in your settings.

Once they have accepted the invite, you will need to send them another invite for the Snapshot. This two step process is something we're looking to streamline very soon.

Within the Share snapshot modal, enter the user's email address. You can then send them an invite. This will send them a team invite first. You will see them in your pending team members section of the Snapshot modal as well as in your team view in your settings.

The non-Wheelhouse user will receive an email to create a Wheelhouse account. Once they create an account two things will happen. They will automatically be added to your team, and they will automatically have access to the shared Snapshot.

The other method to share a Snapshot with a Wheelhouse user not on your team, or a non-Wheelhouse user, is to send them an invite from your team's view in settings. Once they accept your invite, you can come to the Snapshot and share it.