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Share an Explore Session with Deal Team Members

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Written by Vishal Bhargava
Updated over 4 months ago

Brightriver lets you share your Explore sessions with your deal team members. This makes collaboration seamless, teammates can view your work, build on top of it, and generate new insights without overwriting your session.

Steps to Share an Explore Session

  1. Open the Explore Session Menu

    • In the left-hand panel, find the Explore session you want to share.

    • Click on the three dots (⋮) next to the session name to open the session menu.

  2. Select Share

    • From the menu, click Share.

    • A modal window will appear showing all deal team members.

  3. Choose Teammates

    • Select the colleagues you want to share your session with.

    • Click Share to confirm.

What Happens Next

  • Your teammates will be notified via email that you’ve shared the session.

  • The session will also appear in their Explore menu with an indicator that it was shared by you.

  • Teammates can build on top of your work in their own copy of the session, without affecting your original analysis.

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