To view and make changes to the Shared Items, click the Shared Items button from the button bar.

You can now see all items from this application that are in the Extranet list. From here, you can Deactivate any of these items, meaning they will still exist (not be deleted) but they will no longer be visible to Extranet users. If an item has been Deactivated, you can click Activate to turn it back on again.

If you want to delete one or many shared items completely, click the item so the checkbox is checked and click Remove.

The icons in the Actions column are used to email the item to a user and to edit the item , which you can also do by clicking on the item name.

To manage each item, simply click on it. In the next screen, you can name the item. Click Next to edit the details of the shared item. This page allows you to select what information will be shown to the Extranet user (for example, a particular report).

Click Next to continue to the Access Control page where you can set permissions for the Extranet users. You can create public access or go all the way to choosing each individual Extranet user who will have access to that particular item.

Click Save when finished and you will either get a Public Link on the next screen which you can send out in the email provided, or only the users you selected will be emailed the private link to see the Shared item.