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Managing Shared Players

Step-by-step guide to help you master AgentBoard.

Managing Shared Players

Accessing Players Shared with You

When other agents share players with you, they appear in a dedicated section:

  1. Navigate to the Cooperation section in the sidebar menu
  2. The default view shows the Players Shared With Me tab
  3. Browse the list of players that others have shared with you
  4. You'll see the player's basic information, who shared them, and when

New shared players are highlighted and appear at the top of the list until you view them.

Filtering & Sorting Shared Players

Manage your shared players efficiently with filtering options:

  • Click the Filter & Sort button above the shared players list
  • Filter by various criteria:
    • Shared by (specific agent)
    • Date shared (newest/oldest)
    • Player position
    • Player age
    • Access level (View Only, Edit, Full Access)
  • Sort by name, date shared, or sharing agent
  • Use the search box to quickly find specific players

Viewing Shared Player Details

To see complete information about a shared player:

  1. Click on the player's name in the shared players list
  2. The player's full profile will open, showing:
    • Personal and contact information
    • Current contract details
    • Performance statistics
    • Notes from the sharing agent
    • Sharing history and permissions
  3. If you have view-only access, you'll see a notification that you cannot edit the profile
  4. If you have edit access, you'll see an Edit button allowing you to make changes

All changes you make to shared players are logged in the activity history and visible to everyone with access to that player.

Editing Shared Players

If you have edit permissions for a shared player:

  1. Open the player's profile by clicking their name
  2. Click the Edit button in the top right
  3. Make your changes to the player information
  4. Add a note explaining your updates (recommended)
  5. Click Save Changes

The sharing agent will receive a notification that you've updated the player information.

Adding Notes to Shared Players

Collaborate effectively by adding notes to shared players:

  1. Open the player's profile
  2. Navigate to the Notes tab
  3. Click Add Note
  4. Enter your comment or observation
  5. Select whether the note should be:
    • Private (only visible to you)
    • Shared (visible to everyone with access to this player)
  6. Click Save Note

Notes are time-stamped and show who created them, creating a conversation thread.

Declining or Removing Shared Players

If you no longer want access to a shared player:

  1. Find the player in your shared players list
  2. Click the three-dot menu (⋮) and select Remove from My List
  3. Confirm your decision
  4. The player will be removed from your shared list
  5. The sharing agent will receive a notification that you've declined access

If you need access again in the future, the original agent will need to re-share the player with you.