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Managing Shares Users & Access (details User Guide)

 

This guide explains how to create, manage, and control access to .shares users in details.

In details, access to .shares is always managed by you as the client.

Users who access the dashboard are called External Users. These are typically artists, managers, labels, or other partners who need to view royalty statements and analytics.

External Users only have access to .shares and cannot access the main details application.

As a details user, you are responsible for:

  • Creating and managing External Users
  • Controlling which royalty accounts they can access
  • Ensuring that access is granted only to the right people

This setup gives you full control over sensitive financial data and how it is shared.

Note: External users cannot create accounts themselves. Access is always created and controlled by the details client.

► CREATE AND MANAGE SHARES USERS

You can create and manage users directly inside a royalty account.

Where to find it

Go to ROYALTY / SELECTED ROYALTY ACCOUNT and open Royalty Dashboard Users.

Create a new user

  1. Click [+ Add Shares User]
  2. Enter the name and check if the user already exists
  3. If not, add an email address
  4. Send the invitation

If the user already exists, you can directly link them to the royalty account.

You can also edit or remove users at any time from this section.

► VIEW ALL SHARES USERS

To see all users across all royalty accounts, go to:

SETTINGS / EXTERNAL USERS

Here you can:

  • View all existing users
  • See which royalty accounts they are linked to
  • Edit or remove access

► PASSWORD MANAGEMENT

Passwords are always defined by the external user.

This means:

  • You cannot see user passwords
  • You cannot set or change passwords for users

If a user forgets their password, they can reset it themselves:

  1. Click Reset Password on the login page
  2. Enter username or email
  3. Follow the link received by email

► INVITATION & INITIAL PASSWORD

The invitation is mainly used for the first access to .shares.

When sending an invitation:

  • An initial password is automatically generated
  • The user receives login details by email
  • The user is prompted to change the password immediately

Important: The initial password is sent by email and should not be used permanently.

Every time you send a new invitation:

  • The current password is overwritten
  • A new initial password is generated

Only use the invitation for the first setup or if access needs to be reset.

► TROUBLESHOOTING

User did not receive invitation

You can resend the invitation, but keep in mind that this will overwrite the current password.

Anything else

If you encounter any issue, please contact label_team@details.eu.