One way to do it, in every product

Versions, secrets, links, notes, deliveries, saved views and schedules look and work the same in Halo Data, CMS, CRM and the Console, and sharing says more about who has access.

What you learn in one Halo product now works in the others.

• Who has access. The share dialog says what whoever made something can do with it, links a grant on a folder or workspace to where you change it, and shows when an invitation by email ends and the role it's for. If something's been shared with you and you no longer want it, choose Leave on your own row. Someone raised from view to edit is told only when their role lets them edit. See Groups and sharing.

• Links people outside Halo open, a report's public and embed links and a website's preview links, say when they expire the same way ("Expires in 7 days") and are stopped with Turn off, which takes effect within about a minute. A preview link's address is shown once, to copy. See Public links.

• Versions of a report, an upload, a dataset, a goal, a website's releases and a page's history are one list, with Restore to go back. See Preview and publish.

• Secrets such as an API key, an AI token or an embed's signing secret appear once, in the dialog that made them, with the same warning and a button to copy.

• Notes and replies are written in the same box everywhere, and ⌘↵ or Ctrl+Enter sends them.

• How often reads the same everywhere: every hour, every day, every week. A directory source's reading interval is a choice rather than a number of hours.

• Saved views of a report or a table are saved, updated, renamed and shared the same way.

• Webhooks and deliveries show what was sent and how the other end answered in one list, and an email schedule has Past deliveries. See Scheduled email.

• The audit log keeps its filters in the page's address, and Download CSV takes every event they match. See Audit log.

• Lists remember your search in the page's address, so going back finds them as you left them.