Buddy's Magic link is a cross-collaboration tool which copies an advanced URL of your current page. This URL contains two elements:
- Generic Data of what type of page you are accessing (e.g. Salary Details, Settings, etc.)
- Data which identifies the company and profile you are viewing, if applicable
Watch the video below to see how this works:
Copying the Magic Link
To create a Magic Link:
- Click on the top-right drop-down menu (which includes your name).
- Click on "Copy Magic Link". This will copy the URL onto your clipboard.
- Go to a messaging platform (chat, email, etc.) with your collaborators
- Paste the message and send!
You can send these links to collaborators on that company, including:
- Accountant or Client
- Colleagues
- Buddy's Support Team
Data Security with the Magic Link
When a user opens or pastes the link, Buddy will still require them to be logged in.
If they do not have a log-in with sufficient permissions for that page or company, they will instead receive the error displayed below.
This ensures that if you mistakenly paste the Magic Link to the wrong person, you're not putting any data at risk.
What Doesn't the Magic Link Copy?
Even wizardry has its limitations. The Magic Link does not include session-specific data. In more generic terms, filters and search terms that are currently applied will not be copied.
For example, if you are viewing Leave Applications with specific date or employee filters, these will not be passed on. The link will only redirect to the Leave Applications page for the company you are browsing.