Shared links are secure URLs included in email notifications that allow recipients to access transcripts, exhibits, and job materials directly. This guide explains how to control these links when using Role-Based Access Control (RBAC).
What Are Shared Links?
Shared links are included in email notifications sent when job materials become available. These links offer a secure alternative to email attachments. Instead of sending large files via email, recipients get a secure link to access materials.
How to Modify Shared Links
Prerequisites: You must be a Firm Administrator to configure shared links
Step 1: Access Firm Settings
- Log into your Firm Dashboard
- Click Admin in the top navigation
- Select Firm Settings from the dropdown menu
Step 2: Configure Settings
You'll see two options:
Option 1: Enable shared links for the firm (Default)
- Important: With this setting, anyone who has the link can access materials—no dashboard account or case permissions required.
Option 2: Disable shared links for the firm
- Dashboard login required before viewing any content
- When shared links are disabled, your RBAC permissions are fully enforced: recipients without case access cannot view materials, even with the email link.
Step 2: Save Your Changes
- Select your preferred setting
- Click Save Changes
- Settings take effect immediately for new emails
- Existing links continue working based on when they were sent
Need help? Contact concierge@steno.com for setup assistance.
More Articles:
What Is Role-Based Access Control?
How To Enable Role-Based Access