How to enable sharing of horses to another Prism account
Your Prism Master User Account and any staff member with finance module permissions can enable sharing with a supplier configured in your list of Suppliers.
Importantly, your supplier must authorise you to share horses with them. This authorisation is in the form of providing their Prism ID to you. Only they will know their Prism ID.
There are two options:
- Email a request for a supplier to enter their Prism ID into a secure online form and update your Prism account; or
- Your supplier provides you their Prism ID over the phone or via email, which you can manually enter into the supplier profile.
Email a request for a supplier to enter their Prism ID into a secure online form
In any Supplier Profile, click the Send Request action button next to Prism ID.
This will draft an email to the supplier. You can modify this email before sending.
When the supplier clicks the link and enters their Prism ID into the secure online form, their Prism ID will be automatically added into the Supplier Profile in your Prism account.
Manually enter a supplier’s Prism ID
You may edit the Supplier Profile and “Enable sharing of horses, owners, ownership and tasks with this supplier.”
At anytime in the future, you can disable this sharing option with the supplier.
Related Articles
How to enable sharing of horses from another Prism account
There are two ways to enable sharing of horses from another Prism account into yours. Accept a request from the other Prism account Proactively request another Prism account share horses with you Accept a request from another Prism account If a ...How to share selected horses with another Prism account
Once you have enabled sharing with another Prism account such as a provider of agistment, education, pre-training, vet, farrier or dentist services, your Prism Master Admin user account and any staff member with read-only access to Horse Profiles can ...Overview of sharing horses, owners and tasks
Prism offers the selective sharing of horses, owners, horse ownership and tasks with other businesses who are also Prism subscribers. A trainer or farm can share horses with suppliers of agistment, pre-training, veterinary, farrier, dentist or ...How to review horses shared with you, and accept or reject
An email and app notification will be sent to your Prism Master Admin user account if horses have been shared with you. Upon clicking the notification, you will see horses in Pending status in Horse screen. At all times in the Horse screen, the list ...How to automatically notify horse ownership changes
If an update of a horse’s ownership is made, and the horse is shared with other parties, the following warning will display. “This horse and horse ownership is shared with another Prism Account. Would you like to automatically notify the other Prism ...