Setting up a data sharing agreement

Step 1 — The sharing organisation establishes the agreement

1. Obtain the sharing code of the organisation you want to share with. This is shared outside Oho (for example via email or phone) for security
2. In Oho, go to Settings > Data Sharing and create a new agreement
3. Configure role and permissions: view or edit access, summary or detail level, notification preferences, and which party is paying
4. Submit the request. A one-time code will be generated

The one-time code must also be shared with the recipient organisation outside of Oho.

Step 2 — The recipient accepts

The receiving organisation enters the one-time code in their Oho instance to accept the agreement.

Step 3 — Agreement in effect

• Both organisations can see the status of the agreement on the Data Sharing settings page
• Either organisation can request that the agreement be ended, but the other party must accept
• The receiving organisation sees a modified dashboard where they can choose to view just their own data or the dashboard of their related organisations

Edit access: If the agreement includes "edit detail" permissions, the receiving organisation can drill through the related organisation's dashboard and edit data directly. Useful for parent/subsidiary relationships but use consciously.