Site sharing is only available to users with the ‘Manage site access’ permission. Users with the ‘Administrator’ role always have this permission. If you have this permission, go to Access Control and click on the Sites tab at the top.
Select the site you want to share
If any other organizations already have access to this site, they will be listed here. Otherwise, you'll see the message "No organizations have access".
Select the organization to share with
To add an organization, click on the button in the upper right corner + Share with organization. Select the organization you want to share your site with from the list. If there is no list available or the organization you are looking for isn’t on the list, please contact Priva to initiate default sharing.
You may notice that organizations are grouped into different categories. Depending on the category, the permissions you can share in the next step might be restricted. For instance, when sharing a site with an organization in the category ‘Data Providing Integration Partner, ’ you will only be able to share the ‘Data Provider’ role. This makes it easier for you to avoid sharing too many permissions. Not all categories are available to all organizations.
Select permissions
The default option is to share all permissions, but you can also select Restricted and assign one or more roles (which contain a set of permissions).
Send the site sharing notification
You have the option to add a note explaining what you're sharing. When you click the Share and send button, an email is sent to the organization's administrators to indicate they now have access to this site.
Access to the site is granted
The organization now has access to that site.
Sharing the site with an organization allows that organization’s administrators to grant access to any of their users based on the permissions shared.
Note that the receiving administrators receive a confirmation email every time their site sharing permissions are changed.