Sharing Troubleshooting
Diagnose sharing troubleshooting with the account, URL, surface state, and evidence support needs to reproduce it.
Fast read
Use the left sidebar or direct page link named in the guide, then check the visible page title before touching filters, sends, downloads, or billing buttons.
Open the final page, shared link, tracker link, embedded widget, or exported report in the same browser before treating the task as complete.
Copy the URL from the address bar, note the account email in Account Settings, take a screenshot, and include the last button you clicked.
Step-by-step
- Open the exact artifact for sharing troubleshooting: the report, unit page, analysis, tracker search, or invite screen you want another person to use.
- Click Share, Invite, Copy link, or Email only from that artifact's page so CURVE attaches the correct report, unit, analysis, search, or recipient context.
- For email sends, type the recipient address into the modal and wait for the Sent confirmation. For manual sends, click Copy share link and wait for Link copied.
- Open the copied/shared link in a new tab and verify the recipient sees the intended page without edit-only controls they should not have.
- Use invites for ongoing teammate access. Use share links for one report, one unit, one analysis, or one client-facing artifact.
- If the expected result does not happen, copy the full URL from the browser address bar, open Account Settings and note the signed-in email, take a screenshot of the current page, and write down the last button or link you clicked.
Mistakes to avoid
Using an invite when a one-artifact share link is the safer recipient experience.
Changing filters or modes without checking the final rendered surface.
Assuming a highlighted, shared, or pinned item changed source truth instead of presentation or access.
Frequently asked questions
Start with account, URL, selected mode, filters, building or unit, date range, and recipient context. Most confusion comes from looking at the right data through the wrong workflow state.
Most controls change the view, filter, workflow state, access, or presentation layer. Source sale and unit records remain unchanged unless an admin data-sync or data-correction process explicitly updates them.
Open the final surface the client will see and verify that the key evidence, action, label, or next step is visible without needing you to narrate it separately.
Send the account email, URL, building or unit, saved search or report name, timestamp, screenshot, and the exact action you took immediately before the issue appeared.