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Understanding Quick Links

Distributor guide to Quick Links in Encompass: share a table, report or dashboard with a temporary encrypted URL, set expiration and login rules, and extend a link. Requires v22.08+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.08

Steps

How to Send a Quick Link

What is a Quick Link?


Quick Link: A link with an encrypted URL that is only valid for a set period of time.


- The URL may or may not automatically log the user in to be able to access a single page/view.
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- Commonly, these are generated using the 'Share' button throughout the system.
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- This includes Table View, Report View, and any Dashboard in the system (located in the drop-down in the top right corner).

How to Generate a Quick Link:
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1. Using Universal Search, navigate to a table view.
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2. Click the 'Share' icon.
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3. Select 'Quick Link'.
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4. Set the expiration and login requirements as needed, and click 'Generate'.
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- The maximum lifespan of a Quick Link is 6 months.
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5. Determine if it the quick link will be sent via eChat, Email, Text, or Copy-paste the URL as needed.
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6. The history of Quick Links generated in the system can be viewed from the Quick Links Table.
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- Users with PermissionEdit can extend the expiration dates on specific quick links if needed.
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- This table will also contain information about when the link was last used by someone (Time Read).

Note: If a user is using a 'Auto Login' quick link, and attempt to navigate to another page, a prompt will appear stating:

"You are impersonating a user. Do you want to leave and go back to your login?"

The user will need to then log in if they want to visit that other page.

Fields And Definitions

  • Quick Link: A link with an encrypted URL that is only valid for a set period of time. The URL may or may not automatically log the user in to be able to access a single page/view.

  • Share: The common option/button in the system that generates quick links.

Best Practices

  • Use as short of a time span as is reasonable, based on what the link needs to be used for. Extending the lifespan of a Quick Link longer than it is needed increases security risk.
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  • Require user login when creating the quick links when possible. This ensures that users are not seeing information they are not supposed to.
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  • Do not use QuickLinks for integrations or application development, because they will not last forever and the application may break when they expire.

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