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Sharing search cases and collections
Sharing search cases and collections

Share work with your colleagues

Sakari Arvela avatar
Written by Sakari Arvela
Updated over a week ago

By default, the Search cases and Collections you create in IPRally are private, i.e. shown to you only. However, you can easily share them with other registered users within your company through:

  • Sharing icons on the case lists on the landing page

  • Sharing icons on opened cases

  • "Sharing" menu item in CASE ACTIONS or COLLECTION ACTIONS menu


    Sharing icons on the main page: the blue icon means a shared case, grey means a private case.

Sharing is also possible inside a search case.

Four levels of rights are available:

  • Owner: has full rights to the case, can also change sharing settings

  • Editor: can change the search profile, add/remove documents, add comments etc, but not change sharing settings

  • Commenter: can add comments to documents of the case but can't make changes to the search profile or collection list

  • Viewer: can just view the documents but not change anything or add comments


Sharing opens a simple form where everyone can see the
sharing settings and Owners can also change them.


Sharing a monitored search case

If you share a monitored search case, the colleagues you shared the case with will also receive monitoring alert e-mails for the case.

Monitoring alert e-mails are sent to all users sharing the monitored case.


When you share a search case/collection with a colleague, they get an email and in-app notification. More about it and its settings here.

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