Step 1: Select a client from Clients.
Step 2: Choose a report and click on the share icon under Action.
Step 3: in the pop-up window enter an e-mail address and click on the ‘Share’ button to share the report. To share with more than one individual, repeat the steps 2 & 3.
Please note: – once e-mail address is entered an automated e-mail notification will be sent to the individual(s) based on the following:
- If existing subscriber to Jimmy – An e-mail notification will inform the user a new report is ready to be viewed.
- If new subscriber to Jimmy – An e-mail notification will send user their login details to access Jimmy.