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If entitled, share a model you created with other users at your firm.
A hierarchy is in place that controls access to objects on the platform based on a structure defined by your firm. A user, along with that user's authorized clients and accounts, belongs to a "node." Generally, users have visibility from their nodes downward.
View your assigned hierarchy structure in the Available Locations and People section. Initially, the structure is collapsed and only the highest node in the structure displays. Expand the highest node, and then continue to expand the remaining structure to view all nodes and individuals that comprise a node.
Review the Available Locations and People section to determine whether a model is already shared with other users. You cannot share a model with nodes or individuals in the structure that are grayed out since these are not accessible to you.
While you can share a model you created, with the exception of a system administrator or other person with a similar role at your firm, only you can edit or delete the model.
Note
Use Reset to clear your changes prior to saving them. If you already saved your changes, using Reset will not revert back to your previous settings.
To share a model
In the Available Locations and People section, expand one or more nodes.
- When a node expands, check boxes display in the left column.
- Depending on the hierarchy, individuals may list under a node.
Select the check boxes of one or more nodes and/or individuals to share the model with.
- When you select a node, all individuals in the node are selected.
- Continue to select nodes and/or individuals to share the model.
Select Save & Share.
- Review your selections in the Shared With section.
To stop sharing a model
Back in the Available Locations and People section, clear the check boxes of nodes and/or individuals to which you no longer want to share the model. Select Save & Share. The Shared With section recalibrates to indicate how the model is presently shared.
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