How can I share a case with other users?

Sharing cases with colleagues within your organization is a great way to collaborate, get feedback, or discuss surgical techniques. Theator makes it easy to share any case you have access to with other users in your organization.

How to Share a Case

1. Open the Case Page: Navigate to the case you want to share by selecting it from your case list, search results, or a collection.
2. Click the Share Icon: Locate the Share button at the top of the case page. It is represented by a share icon near the case details.
3. Choose "Share within your hospital": In the share panel, select Share within your hospital, then search for and select the users you want to share the case with. Type a name or email to find colleagues within your organization.
4. Confirm and Share: Once you have selected your recipients, click Share to send the case. The selected users will receive a notification that a case has been shared with them.

These steps describe sharing on a computer.

Sharing on Mobile

On mobile, Share within your hospital doesn't open the dialog described on this page. It opens your device's share sheet with a link to the case. Sending that link doesn't give the recipient access to the case and doesn't send an in-app notification -- they can open it only if they already have access. To give colleagues access, share the case from Theator on a computer.

Options in the Share Dialog

These options appear in the share dialog on a computer.

• Share with the entire department: Shown only if you belong to a department. Every other member of your department is notified, and members who can't already view the case get access to it. You aren't notified of your own share.
• Share with case detailed anonymized: Colleagues who don't already have access get view access with patient-identifying details hidden. It doesn't reduce the access of anyone who can already view the case.
• Share a specific moment: Pick a timestamp so the recipient opens the recording at that point.
• Add message: Type a note that is included with the notification.
• Copy link: Copies the case's web address. Copying the link doesn't give anyone access -- colleagues who can't already see the case get an access-restricted page instead. To give them access, use Share within your hospital. See What to do when you can't open a case.

Share stays disabled until you select at least one person or the department.

What Happens After Sharing

• The recipient will receive an in-app notification alerting them that a case has been shared with them.
• A colleague who didn't have access can now view the recording, timeline, and case details, unless you chose the anonymized option, which hides patient-identifying details. If your own access to the case is anonymized, the access you grant is anonymized too.
• Sharing only grants access to colleagues who can't already view the case. If someone can already view it, sharing again doesn't change their access -- for example, the anonymized option doesn't take away a colleague's existing full access.
• Sharing doesn't transfer ownership. The case page has no option to remove someone's access after you share, so check your recipients before clicking Share.

Who Can You Share With?

You can share cases with any active user within your organization on Theator. The share dialog will only show users who belong to your organization.

Tips

• Share selectively to keep collaboration focused and relevant.
• Use comments alongside sharing to provide context about what you would like the recipient to review or discuss.
• Sharing with the same group regularly? Instead of sharing case by case, put the group in a shared department so everyone sees each other's cases automatically. See How can I share cases automatically with my department?
• If you need to share a case with someone outside your organization, see How can I share a case outside of my organization?

What's Next?

• How can I share cases automatically with my department? — Share routine cases with a group automatically
• How can I share a case outside of my organization? — Share cases with external collaborators
• How can I share my collection with other users? — Share a group of cases at once
• How can I request access for a case I don't have access to? — What the access-restricted page means and who can give you access