Learn how to share the interactive report with your LPs.
Once you have submitted the LP report, you can manage access permissions and share the report with your LPs.
After submitting the report, click the SHARE icon to open the sharing options.
External Access:
- To grant access to individuals outside your organization for the interactive fund report, enter their email addresses in the provided field. After all necessary email addresses have been added, click the "SEND EMAILS WITH LINK" button to distribute the report link.
- If you choose the Private link option, please be aware that recipients will need to verify their email addresses to access the report. They will enter their email address, which will trigger a private link to be sent to them for secure access to the report.
❗To test the sharing functionality, please send the report to a different email address than the one associated with your Rundit account. Additionally, be sure to log out of your Rundit account or utilize an Incognito browser window during the testing process to ensure accurate results.
Organization Access:
Select the users within your organization who should have access to the report. You have the flexibility to modify these permissions at any time as needed.
Public Link Access:
In case you choose to make the report link public, anyone who has the link will be able to view the report. Before sharing a public link, it is crucial to carefully consider the implications of distributing sensitive financial information. Ensure that you are comfortable with the level of access being granted before proceeding.