> ## 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** — whoever 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. A roster's **billing codes are not** included.
</Note>

Rosters live on the **Patient List** page, in the **Patient Rosters** panel on the left. From here you can share your own rosters and redeem rosters shared with you.

<Frame>
  <img src="https://mintcdn.com/intelagent/K_2aAgOFTJ95F1jD/images/docs/web-app/roster-sharing/01-rosters-list.png?fit=max&auto=format&n=K_2aAgOFTJ95F1jD&q=85&s=b3e2e6fa27e42bc74131a5925dbc1261" alt="The Patient List page with the Patient Rosters panel showing My Rosters and Shared with me tabs, plus Add shared and New buttons" width="1440" height="900" data-path="images/docs/web-app/roster-sharing/01-rosters-list.png" />
</Frame>

There are two ways to share:

* **One roster** — a code that copies a single roster into whoever redeems it.
* **All your rosters** — one code that grants a colleague standing access to browse and pull *any* of your rosters, now and in the future (managed in **Settings → Team & Access**).

## Sharing one roster

<Steps>
  <Step title="Open the roster">
    On the **Patient List** page, select the roster you want to share from the **Patient Rosters** panel. Its details open on the right, with **Share** and **Delete** buttons in the top corner.

    <Frame>
      <img src="https://mintcdn.com/intelagent/K_2aAgOFTJ95F1jD/images/docs/web-app/roster-sharing/02-roster-detail.png?fit=max&auto=format&n=K_2aAgOFTJ95F1jD&q=85&s=013f433041c6aefa147d039bb211174d" alt="A selected roster's detail view with Share and Delete buttons in the top-right" width="1440" height="900" data-path="images/docs/web-app/roster-sharing/02-roster-detail.png" />
    </Frame>
  </Step>

  <Step title="Get the share code">
    Click **Share**. A code is generated — click **Copy** to copy it, and send it to your colleague. The dialog shows how many times the code has been used, and a **Revoke** link to disable it.

    <Frame>
      <img src="https://mintcdn.com/intelagent/K_2aAgOFTJ95F1jD/images/docs/web-app/roster-sharing/03-share-modal.png?fit=max&auto=format&n=K_2aAgOFTJ95F1jD&q=85&s=299b1b50923e586ad30fa32479a1e654" alt="Share dialog showing a share code with Copy and Revoke, and a note that anyone with the code gets their own editable copy" width="1440" height="900" data-path="images/docs/web-app/roster-sharing/03-share-modal.png" />
    </Frame>
  </Step>
</Steps>

## Receiving a shared roster

<Steps>
  <Step title="Add a shared roster">
    In the **Patient Rosters** panel, click **Add shared**.
  </Step>

  <Step title="Enter the code">
    Type the code your colleague sent you and click **Redeem**. You get your own editable copy of their patient list, and it appears under **My Rosters**.

    <Frame>
      <img src="https://mintcdn.com/intelagent/K_2aAgOFTJ95F1jD/images/docs/web-app/roster-sharing/05-redeem-modal.png?fit=max&auto=format&n=K_2aAgOFTJ95F1jD&q=85&s=00cdfcfc3570607196981fab5cf4e9fc" alt="Add a shared roster dialog with a code entry field and Cancel and Redeem buttons" width="1440" height="900" data-path="images/docs/web-app/roster-sharing/05-redeem-modal.png" />
    </Frame>
  </Step>
</Steps>

If a colleague shared **all** their rosters with you, they appear under the **Shared with me** tab, where you can browse and pull any of them into your account:

<Frame>
  <img src="https://mintcdn.com/intelagent/K_2aAgOFTJ95F1jD/images/docs/web-app/roster-sharing/06-shared-with-me.png?fit=max&auto=format&n=K_2aAgOFTJ95F1jD&q=85&s=9fa691b14fef7e5f7a94196d105391d0" alt="The Shared with me tab listing rosters a colleague has shared, ready to pull" width="1440" height="900" data-path="images/docs/web-app/roster-sharing/06-shared-with-me.png" />
</Frame>

## Sharing all your rosters

To give a colleague standing access to every roster with a single code, go to **Settings → Team & Access** and use **Share all my rosters**. One code lets them browse and copy any of your rosters — each copy they make is their own, and your rosters aren't affected. **People with access** lists everyone who has redeemed it, and you can **Revoke** the code at any time.

<Frame>
  <img src="https://mintcdn.com/intelagent/K_2aAgOFTJ95F1jD/images/docs/web-app/roster-sharing/07-settings-share-all.png?fit=max&auto=format&n=K_2aAgOFTJ95F1jD&q=85&s=9aa05d0b7b4a347f706ce7b0ace38ac4" alt="The Team & Access settings page with a Share all my rosters code, Copy and Revoke, and a People with access list" width="1116" height="438" data-path="images/docs/web-app/roster-sharing/07-settings-share-all.png" />
</Frame>

## Revoking access

* **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 **mobile app**, and share codes are interchangeable between web and mobile. See [Sharing Rosters](/docs/mobile-app/rosters/sharing-rosters) under the Mobile App section.
</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.
