Reviewing Shared Searches and Templates

Author: Patrick Schramm
Date: June 16, 2025

🧠 Summary / Purpose

This article explains how to access and interact with shared Templates, Schedules, and Vaults in MirrorWeb Insight. Understanding this process helps users efficiently collaborate and manage compliance workflows.

🔍 Use Case / Scenario

In collaborative compliance environments, team members often share Templates, Schedules, or Vaults to ensure consistency and coverage in monitoring. This guide is for users who’ve received shared items and need to view or modify them based on their role permissions.

1. Look for the Share Notification

You’ll receive an email notification when someone shares a Template, Schedule, or Vault with you.

2. Log in to MirrorWeb Insight

Go to my.mirrorweb.com and sign in.

3. Navigate to Communications

From the main dashboard, click on the Communications module.

4. Select the Section You Need

Click on Templates, Schedules, or Vaults depending on what was shared with you.

5. Click on the “Shared” Tab

In the selected section, click the Shared tab to view all items that have been shared with your account.

6. View or Edit Based on Your Role

You’ll now see all shared Templates, Schedules, or Vaults. Based on your role permissions, you can view or make changes as allowed.

💡 Pro Tips

• How to share searches: How to Share Vaults Searches