TLDR: Secure share recipients can see a live view of the check subject’s details and results and download the PDF report, but cannot see details about the sharing organisation or take actions on the check.
Secure share recipients can see a live version of the check shared with them but can’t take actions on the check
Check results shared via Secure share are live and update as the check progresses. Recipients can see everything relevant to the subject of the check and its results. They cannot see details about the organisation that shared the check, and they cannot change the check.
What information can a Secure share recipient see?
| Information | Can the recipient see it? |
|---|---|
| The subject’s details | Yes |
| The check results, including updates as the check progresses | Yes |
| The name and email address of the person who shared the check | Yes |
| Names of users from the sharing organisation in the activity log | Yes |
| Email addresses of users from the sharing organisation in the activity log | No |
| Details about the organisation that shared the check | No |
| Names or email addresses of users from any other organisation the check has been shared with | No |
What actions can a Secure share recipient take on a shared check?
| Action | Can the recipient do it? |
|---|---|
| Download the PDF report | Yes |
| Remove the check from their shared checks | Yes |
| Confirm or dismiss screening matches | No |
| Delete or cancel the check | No |
What should a recipient do if a check needs action?
Only the organisation that shared the check can confirm or dismiss screening matches or delete the check. If a recipient thinks an action is needed, they should contact the person who shared the check with them. Their name and email address are shown on the shared check listed on the "Shared with me" page.
This guide is for Thirdfort Clients using the new CDD platform. This article may not apply if you have not yet been migrated to the new platform or access Thirdfort via a partner or reseller