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In Viewers and sharing

How do I let someone see my reports?

Add them as a viewer in Settings, under Who sees my reports. A viewer, like a coach or a supervisor, sees your reports and their PDFs, never the recording, the transcript or the meeting chat.

  1. Open Settings and find Who sees my reports.
  2. Type their email address.
  3. Choose Every report, including the ones you have now, or Only the reports I send them.
  4. Choose Add viewer, read what they'll see, and choose Yes, add them.

Remove ends their access at once. You can have up to 20 viewers. On a team's seats, a viewer you add may need an address at the team's own email domains, unless its admin allows outside viewers.

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