Create a share
1
Share details
Give the share an internal name (the recipient never sees it), and enter one or more recipient emails — up to 20 per share. Set an expiry (7, 30, or 90 days, or never) and the data period the share covers.
2
Set the scope
Choose what the recipient can see:
- Selected URLs — pick specific mappings from a checklist.
- Attribute filter — combine Source, Medium, Platform, Campaign, and URL-contains filters.
- Or start from a saved view via its Share action, which pre-fills this step.
3
Set permissions
Toggle what the recipient can see:
When the sessions list is on, choose Outcome only (Hot Lead and Acquisition sessions, the default) or All sessions. Mappings and account settings are never shared, regardless of these toggles.
4
Review and send
The preview panel shows the share exactly as the recipient will see it. Send it once it looks right.