Sharing datafeeds with other users within a practice can be a useful tool for collaboration and efficiency. By enabling this feature, other advisers and support staff within the practice will have access to the datafeed and be able to perform mapping, unmapping, remapping, and erase functions. This article will guide you through the steps to enable the Share Datafeed function and provide instructions for accessing datafeeds for investments and insurance.

To enable the Share Datafeed function, navigate to Tools in the menu bar. Under the Adviser Profile / Preferences column select Share Datafeed.

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Scroll down and select Save to enable the feature.

Once the Share Datafeed function is enabled, all other users within the practice will have access to the datafeed and be able to perform mapping, unmapping, remapping, and erase functions.

For investments, the datafeed provider list will not be visible from other users' Datafeed codes screen.

Instead, they will need to follow these steps to access the datafeed:

Go to Datafeed Management and select All Datafeeds.

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Choose the desired platform from the list.

Search for the clients under that provider.
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Accessing the mapping for insurance datafeeds follows a similar process:
Go to All Insurance, select the Group Adviser, and Choose the Platform/Adviser.

Search for the required clients.
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