Sharing Jobs Across Servers

When you and a partner company work on different Katapult Pro servers, you can still hand jobs back and forth. Cross-Server Job Sharing links the two servers with a one-time code so a job on your server can be shared to a company on theirs.

Cross-Server Job Sharing is an experimental feature. If you do not see the Cross Server Job Sharing section on your Admin page, a company admin needs to turn it on first (see the first step below). Only a company admin can enable it and create or enter a sharing code.

What is this?

Cross-Server Job Sharing lets two companies that live on separate Katapult Pro servers share jobs with each other. One company generates a Sharing Code, sends it to an admin at the other company, and that admin enters it. Once the link is in place, the two companies show up in each other's job Share menus, and you can share individual jobs across the server boundary the same way you would share with a company on your own server.

When would I use it?

Reach for this when the company you need to share a job with is not on your server. Common cases are sharing work with a partner firm, a contractor, or a utility that runs its own Katapult Pro server. If the other company is already on your server, you do not need this feature. You can share with them from the job's Share menu directly.

How do I use it?

Turn on the Cross-Server Job Sharing experimental feature

A company admin enables the feature on the Project Management page. Open it from the nine-dot waffle menu in the top right of Katapult Pro, or go straight to katapultpro.com/project-management. In the left menu under Admin, select Company Options and toggle on Cross-Server Job Sharing so it turns blue.

The Project Management Company Options page with the Experimental Features list, where the Cross-Server Job Sharing toggle is on and blue.

Create a sharing code and send it to the other company

Go to the Admin page from the nine-dot waffle menu, or open katapultpro.com/admin/. In the left panel, expand the Cross Server Job Sharing section and click Create Sharing Code. The code appears below with an Expires date and the Created By email. Click the copy icon next to the Sharing Code, then send that code to a company admin at the company you want to share jobs with.

The Katapult Pro Admin page with the Cross Server Job Sharing panel open, showing a generated Sharing Code, an Expires date, and the Created By email.

Have the other company enter the code

The recipient does this part on their own server. From their Admin page, they expand the Cross Server Job Sharing section and click Enter Sharing Code. In the Enter Job Sharing Code window, they paste the code you sent into the Sharing Code field and click Continue. That completes the link between the two servers.

The Enter Job Sharing Code pop-up with a code entered in the Sharing Code field and a Continue button.

You only set this up once, in one direction. One company creates the code and the other company enters it. You do not need to repeat the process the other way around. Once the link exists, both companies can share jobs with each other.

Share a job across the server link

With the link in place, open the job you want to share and use its Share dialog. In the Share with Existing Contact dropdown, pick the other company. A cross-server contact shows the company name, the name of the server they are on, and a two-line server icon next to it. That two-line icon is how you know the contact is on a different server. Select them, set the Sharing Action dropdown to Share Read Access or Share Write Access, and click Share.

The Share dialog with a company entry selected that includes a server name and a two-line server icon indicating a different server.

Remove the link

To end cross-server sharing, go back to the Cross Server Job Sharing section on the Admin page and open the three-dot menu next to the sharing link. Choose to delete it. Katapult Pro asks you to confirm with Delete sharing link? and warns that you will no longer be able to share jobs with that company on that server. Click Delete to remove the link and revoke the cross-server access.

A red Delete sharing link confirmation dialog warning that jobs can no longer be shared with the named company on the named server, with Cancel and Delete buttons.

Tips and troubleshooting

You only link once, in one direction. One company generates the code and the other enters it. There is no need for the second company to also generate a code for the first.
No Cross Server Job Sharing section on your Admin page? The experimental feature is not enabled. Have a company admin turn on Cross-Server Job Sharing under Company Options > Experimental Features on the Project Management page.
Codes expire. Each sharing code has an Expires date. If the other company waits too long to enter it, create a fresh code and send it again.
Admin only. Creating a code, entering a code, and deleting a link all require company admin access.
Deleting the link stops future sharing. After you delete a sharing link, you can no longer share jobs with that company on that server until you set up a new link.