How can I share a case outside of my organization?

Theator allows you to share a case with people outside of your organization by generating a shareable link. This is useful when you need to discuss a case with an external colleague, consultant, or collaborator who does not have a Theator account.

How to Generate a Shareable Link

1. Open the Case Page: Navigate to the case you want to share externally.
2. Click the Share Icon: Locate the Share button at the top of the case page.
3. Generate a Public Link: In the sharing dialog, look for the option to create an external link or public link. Click to generate the link.
4. Copy the Link: Once the link is generated, copy it to your clipboard using the Copy Link button.
5. Send the Link: Share the copied link with your recipient through email, messaging, or any other communication channel.

What the Recipient Sees

When someone opens the shareable link, they will be taken to a simplified case viewer (Case Lite) where they can:

• Watch the case recording directly in their browser.
• View key case details such as the procedure type and relevant timestamps.

The recipient does not need a Theator account to view the shared case.

Important Considerations

• Access control: The shareable link provides view-only access. Recipients cannot edit case details, add comments, or access other cases.
• Link management: You can revoke or disable the shareable link at any time from the case page if you no longer want external access.
• Privacy: Only the specific case you share is accessible through the link. The recipient cannot browse other cases or access your account.
• Organization policies: Some organizations may have policies governing external sharing. Check with your administrator if you are unsure whether external sharing is enabled for your account.

External sharing via public links provides a convenient way to collaborate beyond your organization while maintaining control over what is shared.

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• How can I share a case with other users? — Share cases within your organization