Teams and sharing

Working with others Updated 24 Aug 2026

Watchlists, screeners, tables, strategies, reports and projects can be shared with your team. Sharing grants access to the saved object, never to your account.

  1. Open the object you want to share and choose Share.
  2. Pick the team. Everyone on it sees the object in their own list, marked as shared.
  3. Recipients get a notification in the header bell.
Sharing inherits downwards: share a project and its tickets come with it.

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