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Sharing & Access Guide

Overview​

Crosscheck provides powerful sharing and access control features that enable seamless collaboration while maintaining security and privacy.
This guide covers how to share checks with team members, manage access permissions, and control who can view and interact with your documentation.

Understanding Sharing in Crosscheck​

What Can Be Shared​

In Crosscheck, you can share:

  • Individual Checks: Screenshots, screen recordings, and instant replay captures
  • Public Links: Accessible to anyone with the link
  • Private Access: Restricted to specific team members

Sharing Methods​

  1. Share with Specific People

    • Send direct email invitations
    • Recipients receive access request email

  2. Public Link Sharing

    • Anyone with the link can view
    • No login required
    • Ideal for stakeholder communication

How to Share a Check​

Method 1: Using the Share Button​

  1. Navigate to All Checks in your dashboard
  2. Find the check you want to share
  3. Click the quick share icon
  4. Choose a method:
    • Copy Link: Generate a shareable link
    • Share with Someone: Invite specific people via email
  5. Configure access (public or private)

Method 2: Using the Context Menu​

  1. Right-click on a check or open the three-dot menu (⋮)
  2. Select Share with someone
  3. Enter recipient email(s)
  4. Click Invite
  5. Recipients receive an email notification

Sharing Modal Features​

  • Preview: Thumbnail, title, description, creator, and tags
  • Access Control:
    • Public Link (“Anyone with the link”)
    • Specific Users (email invitations)
    • Remove users anytime

Access Control Features​

Permission Levels​

Viewers Can:

  • View content and details
  • Download screenshots and recordings
  • Access metadata
  • View comments

Viewers Cannot:

  • Edit or modify checks
  • Re-share checks
  • Delete checks
  • Change permissions

Access Management​

  • Who has access: View list of users
  • Remove users: Trash icon → Confirm removal (user notified)

Shared Content Organization​

“Shared With Me” Section​

  • Access from Dashboard → Shared With Me
  • Browse, filter, and search shared checks
  • Add comments, download, or view details

Security & Privacy​

  • Public Links: No login, anonymous, easy sharing
  • Private Links: Login required, tracked access, secure

Data Protection​

  • Protects: Content, user info, comments
  • Controls: Revoke permissions, delete content, manage accounts

Best Practices​

  • Choose the right method:
    • Internal teams → Email invitations
    • External stakeholders → Public links
    • Sensitive content → Private access
  • Communication:
    • Use clear titles
    • Encourage comments & feedback

Troubleshooting​

Sharing Not Working​

  • Verify recipient emails
  • Check internet connection
  • Try another method
  • Contact support

Missing Shared Content​

  • Check Shared With Me
  • Confirm access was granted
  • Search by title/creator
  • Contact the owner

Integration Sharing​

Connected Tools​

  • Jira: Share checks directly to tickets
  • ClickUp: Add checks to cards

Workflow Automation​

  • Trigger-based sharing
  • Scheduled sharing
  • Conditional access
  • Integration with existing tools

Conclusion​

Crosscheck’s sharing and access features make collaboration seamless and secure.
To maximize effectiveness:

  • Pick the right sharing method
  • Regularly review permissions
  • Follow security best practices
  • Use integrations to streamline workflows
  • Provide clear context when sharing

For additional help, visit our Help Center or contact Support.