Companies Shared With Your Organization

View and manage companies that other organizations have shared with yours.

Overview

The Shared With Your Organization page lists every company that another organization has shared with yours. You can see the access level, sharing date, status, and duration of access for each share. Click any company name to open that company's overview and begin working with its financial data.

Accessing the Page

Open the Sharing section in the sidebar.
Select Shared With You.

The table displays all companies that other organizations have actively shared with your current organization.

Shared Companies Table

Each row in the table displays the following columns:

Company Name -- The name of the shared company. Click it to open the company's overview page.
Shared By Organization -- The organization that shared the company with yours.
Access Level -- Either Read (view financial data only) or Write (view and modify data).
Shared On -- The date the share was created.
Status -- The current state of the share: Active, Pending, Revoked, or Expired. By default, only active shares appear.
Access Duration -- Whether access is indefinite, has a specific expiration date, or has been revoked.

Searching and Filtering

Search

Type a search term in the search bar above the table.
Results match against the company name, the sharing organization's name, or the receiving organization's name.

Filters

Click the filter controls above the table.
Select one or more filter criteria:
- Status -- Active, Pending, Expired, or Revoked.
- Access Level -- Read or Write.
- Billing Responsibility -- Sponsor, Client, or Transfer on Accept.
- Payer Organization -- Filter by the organization responsible for billing.
- Affiliate Status -- Pending, Accepted, Transferred, Declined, or Canceled.
- Is Indefinite -- Whether the share has no expiration.
- Date fields -- Filter by Created At, Updated At, Expires At, or Revoked At.
Choose whether filters combine with AND (all conditions must match) or OR (any condition can match).

Sorting and Pagination

Click any column header to sort the table by that column in ascending or descending order.
Use the pagination controls at the bottom of the table to navigate between pages. The default page size is 20 rows.

Viewing a Shared Company

Locate the company in the table.
Click the company name.

You are taken to the company's overview page at Company > Overview > Home. Your access level (Read or Write) determines what actions are available within the company.

Permissions

Action	Required
View the Shared With Organization page	Authenticated user with an active organization
Access a shared company's data	Determined by the access level set by the sharing organization

Any member of your organization can view this page. No specific role (Owner or Admin) is required.

Limitations

You cannot modify or revoke incoming shares from this page. Only the sharing organization can update or revoke access. To request changes, contact the organization that shared the company with yours.
By default, only active shares appear. To see expired or revoked shares, apply a status filter.
Search matches only company names and organization names. It does not search other fields such as email addresses or dates.

Next Steps

Sharing Companies -- Share your companies with other organizations.
Managing Shared Access -- Update terms, revoke access, and manage outgoing shares.

Managing Shared Access

Organization Settings