Manage partner organizations

Axon Evidence makes it easy for your users to share evidence and cases with partners. The organizations you share with or who share with you are partner organizations. Partner organizations have access only to data that you specifically share with them. All unshared data owned by your organization remains completely unavailable to partner organizations.

Partner organization Lists

In the Admin section of Axon Evidence, the Partner organizations page has two lists that administrators can use to control how your organization collaborates with its partner organizations:

• My Agency Can Receive From: The organizations that can share with your users and groups. These organizations invited you to share your user and group lists. They have added your organization to their My Agency Can Send To list. When someone in the partner organization initiates sharing of evidence or cases, they can see a list of users and groups in your organization they can share with.
• My Agency Can Send To: The organizations you can share with. These organizations accepted your invitation to share their user and group lists. When someone in your organization initiates sharing of evidence or cases, they can see a list of users and groups in the partner organization they can share with.

Sharing with Partner organizations

Users who are allowed the Share with Partner Agencies permission can share cases with organizations on your My Agency Can Send To list. Users who are allowed the Share Externally to Authenticated Users permission can share evidence with organizations on your My Agency Can Receive From list.

For more information about sharing with partner organizations, see the following topics:

• Sharing and Unsharing Evidence
• Leveraging Bulk Actions
• Bulk Case by Unauthenticated Download Link in Leveraging Bulk Actions
• Sharing Cases to Partner Agencies
• Default Sharing Recipients (this option allows administrators to designate a default user or group for streamlined case sharing with partner organizations)

Invite an organization to Share with Your organization

To share cases and evidence with another organization, you must invite the other organization. When you invite an organization, they share their organization's contact list with your organization. Their contact list consists of the following items:

• All their users.
• Their groups that have the Allow Partner Agencies to share with this group setting enabled. For more information, see Sharing Cases to Partner Agencies.

Note: Administrators of organizations that you add to your My Agency Can Send To list receive a notification email. Before you can share a case with the partner organization, an administrator from the partner organization must accept the invitation to collaborate with your organization.

1. In the Admin Console, under Organization Settings, select Partner Organizations.
2. Select My Agency Can Send To and then select Add Agency.
3. Choose Add by Name or Add by URL.
4. Enter the organization name or Axon URL.
5. If searching by name, select Add next to the correct organization name, and enter an optional message if you want.
6. Choose Send Invitation.

The organization appears in the My Agency Can Send To list, with the status "Awaiting Acceptance". Administrators of the new partner organization receive an email inviting them to share cases and evidence. After they accept the invitation, you can share.

Accepting or Rejecting an Invitation to Collaborate with an organization

When another organization adds your organization to their My Agency Can Send To list, Axon sends a notification email to administrators of your organization. Before the other organization can share cases and evidence with your organization, you must accept the invitation.

If you do not want to allow the other organization to collaborate with your organization, you can reject the invitation.

1. In the Admin Console, under Organization Settings, select Partner Organizations.
2. Select My Agency Can Receive From, find the organization who invited you to collaborate, and either accept or reject the invitation.
3. Select OK to confirm your choice.

Ending Collaboration with a Partner organization

If you no longer want to collaborate with a partner organization, remove the organization from the applicable lists on the Partner Organizations page.

Advanced sharing

Advanced sharing lets you share cases with partner organizations through a collaboration that supports ongoing work on the same case.

With advanced sharing, you and your partner organizations work with the same case instead of sending copies or links. The case stays in your Axon Evidence system, and partners access it directly.

Activate advanced sharing in the Admin Console under Evidence settings > Case settings > Sharing.