Share Horses, Owners, Ownership & Tasks with Suppliers
Generate ownership information of shared horses
To generate the latest ownership information of horses that have been shared to your Prism portal - simply click on 'Refresh Ownership' in the relevant horse's profile. The system will then automatically generate the latest ownership information for ...
How to create expense transactions for tasks created in other Prism accounts
Where tasks are created in another Prism account, such as a supplier’s, they are visible in your Prism account. Whilst you cannot edit or delete those tasks, you can optionally create finance expense transactions for those tasks if you are ...
How to view tasks shared with you
If tasks are selected to be shared between Prism accounts, tasks created in each other’s Prism account are visible in: Prism Master Admin account Dashboard > All tasks Horse > General Tasks Schedule > General Schedule > Worksheet Schedule > Calendar ...
How to view and manage horses shared with you
You can view which Prism accounts have shared horses with you, apply a filter to find all horses shared by selected Prism accounts, and unlink a shared horse. View who has shared a horse with you On the Horse Profile of each horse shared with you, ...
How to re-share a horse, horse ownership or tasks
If you have shared a horse or horses but opted not to share horse ownership, horse tasks or horse location and status, you can Re-Share the horse. Click the Share Horse button on the Horse Profile. For the relevant supplier(s), click the Re-Share ...
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 ...
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 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 ...
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 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 ...
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 ...