This article explains how to share Harmoni stories by generating direct links to the whole story or specific views, granting general read-only access, or owner access for editing. Users must have at least unlisted data permission to view shared content. Stories can also be exported to Excel or PowerPoint for sharing.
Users must have a minimum of unlisted data permission access to see the information saved in Harmoni stories.
In this article
1. Share a Direct Link
Once you create a story, you can generate a link to the story or a specific view within your story and share it with your colleagues.
- You can generate a direct link to your story in the story tile view space.
- Click on the Show story link icon
- Copy the link
- You can create a link to a specific story view within your story in the story preview space.
- Click on the Show story view link icon
- Copy the link
After sharing the link, your colleagues can click it or paste it into their browser.
- Only users who have access to the site and data will be able to access the story shared with them.
- The recipient can make a duplicate of the story and save it as their own. Comments in the original story are not copied to the duplicated story.
- If a user needs permanent access to the story, it's best to share the story via the share pane (see below).
- View a story in the story tile view space
- Click the link icon
- Click COPY LINK to copy the whole story
- Click a view tile
- Click the link icon
- Click COPY LINK to copy the single view
2. General Access
If you are a Creator or an Explorer, you can also choose to share your story by giving general access to specific users via the share pane.
- To give users general access, drag them into the General Access area in the share pane and click Save.
- Users with general access will see the story in the Shared with me section.
- The icon shows that they have read-only shared access to the story.
- Go to a story tile and click SHARE
- Drag users to General Access
- Click SAVE
- The user sees the story in their Shared with me section
3. Owner Access
Creators and Explorers, can go one step further and collaborate with selected colleagues by giving them owner access to the story via the share pane, so they can also edit it.
- To give users owner access, drag them into the Owner Access area in the share pane and click Save.
- Users with Owner Access will see the story in the Owned by me section.
- The icon shows that they have read-write owner access to the story.
- Go to a story tile and click SHARE
- Drag users to Owner Access
- Click SAVE
- The user sees the story in their Owned by me section
4. Export to Excel and PowerPoint
Another way to share your story or story views is to export to Excel or PowerPoint.
There are several options to export from Harmoni.
- The 3-dot menu allows you to export the selected story or story view.
- You can also use the options in the menu bar at the top.
Learn more about exporting the whole story or specific story views.
Where to from here?
Learn more about Harmoni Stories