Invite Others to Share Your Session

If your firm enables the Session Collaboration feature, you can invite others to share your wInsight Analytics session for collaboration purposes.

Prerequisites: To share a session, you must be connected to the analytics server, and you must be using the Full Browser client to access the analytics. Those invited to share a session must also have access to the wInsight Analytics server but need not be licensed to use wInsight Analytics.

To invite others to share your wInsight Analytics session, complete the following steps:

  1. Click Share session on the toolbar, and click Start Sharing.
  2. Click Email this link to display an email form containing the link to your session.
  3. Enter the email addresses of those you want to invite, add any other information you want them to have, and send the email.
  4. When the collaboration session is over and you are ready to stop sharing, click Sharing on the toolbar and click Stop Sharing.