Share recommendations

This page shows you how to share recommendations with others who have the permissions to view them.

Before you begin

Ensure that you have the necessary roles and permissions to view recommendations.

Perform the following steps to share a single recommendation:

  1. Navigate to Active Assist.

    Go to Active Assist

    • To view all of your recommendations, click All recommendationsfrom the left-hand navigation.

    • To view recommendations for a specific value pillar, such as Costor Security, click the name of the respective pillar. The list of pillars is displayed in the left-hand navigation, as well as in the Categorycolumn of the All recommendationscard.

  2. Identify the recommendation you want to share, then click the adjacent overflow menu (the three dots).

  3. Click Shareto copy a link to the recommendation.

You can also share the recommendation from its detail page. To do so, click the link icon found within the detail page in order to copy a link to the detail page.

Perform the following steps to share a set of recommendations:

  1. Navigate to Active Assist.

    Go to Active Assist

    • To view all of your recommendations, click All recommendationsfrom the left-hand navigation.

    • To view recommendations for a specific value pillar, such as Costor Security, click the name of the respective pillar. The list of pillars is displayed in the left-hand navigation, as well as in the Categorycolumn of the All recommendationscard.

  2. Using the recommendation table, filter for a set of recommendations. You can apply multiple filters at a time.

  3. Click Copy URLin the recommendation table. This copies a link to the Active Assist's category page with your filters applied.

What's next

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