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Shared Links

How to use and change the shared links settings in AutoEntry.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over 3 weeks ago

What is a shared link?

A shared link is a direct link to an invoice or expense and is created from the Share button.

The Shared Links setting controls access to who can view a shared invoices or expenses from AutoEntry externally.

Public link: Anyone can view the link without needing access to AutoEntry. This will only give access to the invoice image in read-only mode.

Private links: Only users with permission to that company and folder can access it

​📎NOTE: There’s a difference between a link created from the Share button, and a link copied from a page URL.

It's not possible to share publicly a URL copied from a page. When sharing a URL, the user will always need the permission to access the related company and folder. If they don't, they will get the Forbidden error.

Example of a link copied from the page URL: https://data.autoentry.com/invoices/662740/purchases/inbox

Shared link settings

You can change the shared links settings to Public or Private from your Company Settings page.

  1. Select Company Settings on the left-hand side of your company homepage.

  2. Under the Preferences section, you can select either Public or Private.

  3. Make sure to Save Changes.

​📎NOTE: You can change the settings to public or private after sharing a link. Changing the settings will affect all links already shared.

How to use the Share option

  1. Go to the relevant Inbox to access the document: Purchases, Sales, Expenses.

    ​📎NOTE: The document must be processed and in the Inbox. The Share option is not available to Bank Statements or Supplier Statements.

  2. Click View to open the invoice or expense.

  3. Click Share.

  4. Copy the link.

Example of link created from the Share button: https://data.autoentry.com/public/show-invoice?Id=36b6e2af-ab43-4adf-8be7-e0910c0f415e

Error messages

If you share a Private link created from the Share button, whoever clicks the link must have access to that company and specific folder.

If the user isn’t logged in, the following error message will display:

Private Link

You must be logged in to AutoEntry to view this image as the image share settings for this company are set to private. Please contact an AutoEntry user to either request access to AutoEntry, or to change the "Share Link" settings.

Go to Login

If the user has logged into AutoEntry but doesn't have the correct permissions, the following error message will display:

Unauthorized Access

Sorry, you do not have permission to view this item. Please request access from the AutoEntry account holder.

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