Rhodes emailed you a card asking you to approve a share.
In Rhodes: Secure shares
The card's subject is Approve a share with Ashgrove CPA, or Approve sharing details with Ashgrove CPA for details. It goes to you alone, and it says so: "Only you received this email. Nothing has been shared yet."
| What | Each document by name, type, year and entity. For details, the entity and each detail's name, never its value. |
| Who can open it | Every address on the share. One that isn't among the provider's saved contacts is marked "(not one of this provider's saved contacts or domains)". If Rhodes couldn't confirm that the email asking for the share came from you, this section also says "Rhodes couldn't confirm this came from you — review it before approving." |
| Recipients will see | The From, Reply-To and Cc lines the invitation will carry. Your own address is the Reply-To and is copied on the first invitation. |
| What they'll get | The invitation exactly as it will be sent. Its button is shown by name, with no link. |
| Why | When you asked, or when you forwarded the document. |
| How to answer | How to approve, cancel or change it, and when the card expires. |
Details marked as sensitive are listed as "sent securely": the people listed confirm their email with a one-time code, then view them in Rhodes.
Answering it
Reply to the card with APPROVE to share it, NO to cancel it, or what you want changed. A card lasts 24 hours. Its times are in your own time zone when Rhodes knows it. When it doesn't, the card leaves out the Why section and says it expires 24 hours after it was sent. Open in Rhodes on the card takes you to Secure shares, where you can approve it instead.
Until you change your email approval setting, a card you can answer by reply also says: "Email approval is on for you, so replying to this email approves the share. To turn it off, go to Settings → Security in Rhodes:", followed by a link to that page.
After you approve by reply, Rhodes emails you the result: Shared with Ashgrove CPA when it went out, or Couldn't deliver the share to Ashgrove CPA, with a link to Rhodes, when it couldn't. Home → Done shows the approval as "Approved a share by email reply".
Cards you can only approve in Rhodes
Some cards can't be approved by replying. Their How to answer section says why and links you to Rhodes instead:
- The share includes someone new to that provider, meaning they aren't one of its saved contacts and aren't at the firm's email domain. The card says "This share includes someone new, so it can't be approved by email.", or "a new organization" when the new entry is a domain.
- You've turned email approval off. The card says "Replies to this email can't approve it." and "To approve by replying, turn on Email approval in Settings → Security."
- Rhodes couldn't confirm that the email asking for the share came from you, and the share would email the details directly instead of sending a secure share. The card says "Rhodes couldn't confirm this email is yours, so it can't be approved by reply."
In each case the share waits under Secure shares until the card expires. You can approve it there or in chat.