Overview
The Entity Share Button lets you generate a direct access link to a specific entity — Ticket, Video Session, Task, Device or Code — and share it as a URL or QR code.
You can choose between a temporary (30-minute time-limited) link or a permanent link, depending on your use case and security requirements.
Where you find it
- Tickets: Ticket Details View
- Video Sessions: Video Session Details View
- Tasks: Task Details View
- Devices: Device Details View
- Codes: Code Details View
How to use
- Open the entity’s details view (Ticket, Video Session, Task, Device, or Code).
- Click the Share icon.
- Select the access type:
- Temporary (30 minutes) – ideal for ad-hoc collaboration or support.
- Permanent – for long-term sharing (only if appropriate and allowed by policy).
- Choose the format:
- URL – copy the link to share via email or messenger.
- QR code – download or display the QR code for quick scanning.
- Share the link/QR code with the intended recipients.
Permissions & visibility
- Access follows your platform’s permission model. Users must have sufficient rights to view the shared entity.
- Time-limited links automatically expire after 30 minutes.
- Permanent links remain valid until explicitly revoked or the entity’s access configuration changes.
Security best practices
- Use time-limited links for external or ad-hoc sharing.
- Revoke or rotate permanent links if recipients change or access should be withdrawn.
- Avoid posting links in public channels unless strictly necessary.
Revoking access
If your policy requires it, revoke a permanent link by removing or regenerating the share in the entity’s details view or by updating the entity’s access settings so the previously issued link becomes invalid.
Troubleshooting
- Recipient can’t open the link: Check if the link has expired (30-minute links), or verify the recipient’s permissions.
- QR code not scanning: Increase on-screen size/print quality or re-download the QR in a higher resolution.
- Opened to the wrong entity: Ensure the link was copied completely and not truncated by email/messenger.
Use cases
- Send a technician a time-limited link to a ticket with all details.
- Share a video session link with a partner for quick joining.
- Share a task link that needs attention and completion to an employee.
- Provide a device overview link to a customer success team.
- Embed a code QR on a label for instant access from the field.
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