How to share data to Child Systems

Overview

This guide explains how to share data from a Parent Scope system into a child system. The chosen data passed down can then be used by scope users within the child system to build their scopes

Prerequisites

1. You must be signed in to your SCOPE Better Account.
2. You must have the right 'User Permissions' enabled on your account to access the 'Data' page.
3. You must have a Parent Child Scope System

Step-by-Step Instructions

Step 1- Access the Accounts Page

1. Click Manage
2. Click Accounts

Step 2- Choose Child Account

1. Select your Child Account

Step- 3 Decide what Data to pass down

1. Data
2. Rate Cards
3. Clients 
4. Output

Step 4- Select items to pass down

1. Select data to pass down
   1. Clients
   2. Rate Cards
   3. Data
   4. Output

Clients

Rate Cards

Data (Deliverables, Components, TPCS)