Once you have completed a rating, you will need to manually approve your clients request to obtain access to your rating.
Incoming Share Requests:
On the Home Page, you will see a header Manage Sharing at the bottom of the page, this is where all companies show up that have requested access to your rating or which requests are pending.
This table will also show if you have shared your ActionPath with any clients, or if any clients have requested access to your ActionPath.
Step 1: Manage Sharing
Click on Actions to select the Disclosure Level you wish to share. Once confirmed, your report will be shared with the requesting client.
Then,
Step 2: Select your Disclosure Level:
Outgoing Shares:
In April 2026, we are launching a new functionality via the Essential Membership allowing you to share your rating with a company inside of our network or you can send an invitation to a company to join our network to get access to your rating. This article will explain how to share your rating proactively, via an outgoing share.