> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intelagent.ca/llms.txt
> Use this file to discover all available pages before exploring further.

# Sharing Rosters

> Share a patient roster with a colleague using a share code

## Overview

Roster sharing lets you hand a patient list to a colleague with a short **share code**. Sharing makes a **copy** — the person who redeems the code gets their own independent roster they can edit, and **your roster isn't affected**. Codes can be reused, never expire, and can be revoked at any time.

<Note>
  Only the **patient list** (names and health numbers) is shared. Your roster's **billing codes are not** included in a share.
</Note>

There are two ways to share:

* **One roster** — generate a code that copies a single roster into whoever redeems it.
* **All your rosters** — grant a colleague standing access to browse and pull *any* of your rosters, now and in the future.

You'll find sharing on the **Patients** tab, in the header icons:

<Frame>
  <img src="https://mintcdn.com/intelagent/K_2aAgOFTJ95F1jD/images/docs/mobile-app/roster-sharing/01-rosters-screen.png?fit=max&auto=format&n=K_2aAgOFTJ95F1jD&q=85&s=d28f38875f2fc989a42835f79e6fa586" alt="The Patients tab header showing the shared-with-me (inbox), share, and add-patient icons" width="1206" height="2622" data-path="images/docs/mobile-app/roster-sharing/01-rosters-screen.png" />
</Frame>

* **Share** (the share icon) — create a share code.
* **Shared with me** (the inbox icon) — redeem a code or view rosters shared with you.

## Sharing one roster

<Steps>
  <Step title="Open the share sheet">
    Select the roster you want to share, then tap the **Share** icon in the header.
  </Step>

  <Step title="Generate a code">
    Tap **Generate share code**. Anyone with the code can copy that patient list into their own account as an editable copy — your roster stays untouched.

    <Frame>
      <img src="https://mintcdn.com/intelagent/K_2aAgOFTJ95F1jD/images/docs/mobile-app/roster-sharing/02-share-modal.png?fit=max&auto=format&n=K_2aAgOFTJ95F1jD&q=85&s=823702532f50cd6b807a87a50a2ddae4" alt="Share sheet explaining that anyone with the code gets their own editable copy, with a Generate share code button" width="1206" height="2622" data-path="images/docs/mobile-app/roster-sharing/02-share-modal.png" />
    </Frame>
  </Step>

  <Step title="Send the code">
    Share the generated code with your colleague however you like.

    <Frame>
      <img src="https://mintcdn.com/intelagent/K_2aAgOFTJ95F1jD/images/docs/mobile-app/roster-sharing/03-share-code.png?fit=max&auto=format&n=K_2aAgOFTJ95F1jD&q=85&s=548d4cedde141255ddad527df684daf9" alt="The generated share code ready to copy and send" width="1206" height="2622" data-path="images/docs/mobile-app/roster-sharing/03-share-code.png" />
    </Frame>
  </Step>
</Steps>

## Sharing all your rosters

From the share sheet, tap **Share all my rosters & manage access**. This creates a code that grants the recipient standing access to browse and pull *all* of your rosters — including ones you create later. Revoking this code removes that access for everyone who redeemed it.

## Receiving a shared roster

<Steps>
  <Step title="Open Shared with me">
    Tap the **inbox** icon in the Patients header, then choose to add a shared roster.
  </Step>

  <Step title="Enter the code">
    Type the code your colleague sent you and tap **Redeem**. You get your own editable copy of their patient list.

    <Frame>
      <img src="https://mintcdn.com/intelagent/K_2aAgOFTJ95F1jD/images/docs/mobile-app/roster-sharing/04-redeem-modal.png?fit=max&auto=format&n=K_2aAgOFTJ95F1jD&q=85&s=d5b17d066c8be560a3dc78a2587ab8e7" alt="Add a shared roster sheet with a code entry field and a Redeem button" width="1206" height="2622" data-path="images/docs/mobile-app/roster-sharing/04-redeem-modal.png" />
    </Frame>
  </Step>
</Steps>

If someone shared **all** their rosters with you, you'll see them under **Shared with me**, where you can browse and pull any of them into your own account:

<Frame>
  <img src="https://mintcdn.com/intelagent/K_2aAgOFTJ95F1jD/images/docs/mobile-app/roster-sharing/05-shared-with-me.png?fit=max&auto=format&n=K_2aAgOFTJ95F1jD&q=85&s=f2ce6f15227b847bee13c6dc7450a6d7" alt="The Shared with me screen listing rosters a colleague has shared, ready to pull" width="1206" height="2622" data-path="images/docs/mobile-app/roster-sharing/05-shared-with-me.png" />
</Frame>

## Managing and revoking access

Open the sharing management screen to see the codes you've created and who holds access, and to revoke any of them:

<Frame>
  <img src="https://mintcdn.com/intelagent/K_2aAgOFTJ95F1jD/images/docs/mobile-app/roster-sharing/06-manage-sharing.png?fit=max&auto=format&n=K_2aAgOFTJ95F1jD&q=85&s=5d6a5f440a9077db0df0fb5fd948ebba" alt="The manage sharing screen showing active share codes and access grants with the option to revoke" width="1206" height="2622" data-path="images/docs/mobile-app/roster-sharing/06-manage-sharing.png" />
</Frame>

* **Revoking a single-roster code** stops it from being redeemed again. Copies already made are unaffected — they're the other person's own rosters now.
* **Revoking an "all rosters" code** removes standing access for everyone who redeemed it.

<Info>
  Sharing works the same way in the **web app** (Patient List → **Share** / **Add shared**), and share codes are interchangeable between web and mobile.
</Info>

## Notes

* Redeeming a code gives you a **snapshot copy** at that moment. Later changes to the original roster don't sync to your copy (and vice-versa).
* You can't redeem your own code.
* Health numbers and patient details are handled the same secure way as everywhere else in the app.
