Starting an Engagement

Click here if you have the New UI option enabled

Within DataShare an Engagement is used to request data from your clients (also known as a SME). To begin the process you must invite a client to the Engagement - sending them a system email invitation allowing them to upload their data to the specified Engagement. Clients may be a member of multiple Engagements and can only view and upload to the Engagements that they have been invited to.

A DataShare Admin user with significant access is able to represent the client themselves if they have the data on their computer and wish to perform the upload. DataShare Admin users are only able to upload data to Engagements they have been assigned to.

Below shows the tile where DataShare Admin users can Search, Add, and Manage Engagements in the DataShare Portal, Admin tab dashboard section.

For assistance in starting an Engagement view the Creating an Engagement article.

New UI

Within DataShare an Engagement is used to request data from your clients (also known as a SME). To begin the process you must invite a client to the Engagement - sending them a system email invitation allowing them to upload their data to the specified Engagement. Clients may be a member of multiple Engagements and can only view and upload to the Engagements that they have been invited to.

A DataShare Admin user with significant access is able to represent the client themselves if they have the data on their computer and wish to perform the upload. DataShare Admin users are only able to upload data to Engagements they have been assigned to.

Below shows the tile where DataShare Admin users can Search, Add, and Manage Engagements in the DataShare Portal, Admin tab dashboard section.

For assistance in starting an Engagement view the Creating an Engagement article.