How To Share Peer Groups
Collaborating with your team is essential to reaching common strategic goals - but ensuring everyone is working with the same foundation is the most important key.
That's why Peer Suite gives you the tools needed to share and send your peer groups, markets, and mergers with others in your organization with ease.
Use 'Manage Custom Institutions' Under 'Collaboration' To:
- Delete a peer group, merger or market.
- Edit a peer group, merger, or market.
- Send a copy of a peer group, merger or market (they own their own copy!)
- Share a peer group, merger, or market (they have access to yours!).
- View-Only: The recipient will be notified you've shared a view-only peer group. They can apply to their analysis, but cannot make changes to your peer group.
- Editor: The recipient will be notified you've shared a peer group they now co-own. They can apply to their analysis and make changes to the peer group. You'll be notified when any changes are made to your co-owned peer group.
Sharing Peer Groups is available for Peer Express, Peer Premium, and Peer+ subscribers.