When you create a Project, Story, Dashboard, or Alert, Harmoni has preset defaults for how the item is shared. Learn the default permission groups for each Harmoni work area.
In this article
1. Projects
Not Shared - Owner only
When a Creator creates a new project, this project is not shared with anyone. The Creator becomes the Project Owner and they have the option to publish and grant access to users.
From here, the project owner can share and collaborate with others as follows:
| Work Area | Permission Group | Creator | Explorer | Viewer |
Projects |
Owner Access
|
Yes |
No No owner access. | NA No access to projects. |
|
Preview Access
|
Yes | Yes Projects in the Shared with me section. | Yes Only has access to data through stories or dashboards | |
|
General Access
|
Yes | Yes Projects in the Shared with me section. | NA No access to projects. | |
|
Unlisted Access
|
Yes Only has access to data through stories or dashboards. |
Yes Only has access to data through stories or dashboards. |
Yes Only has access to data through stories or dashboards. |
2. Stories
Unlisted Access
All applicable users automatically have unlisted access and this can be changed by the story owner(s).
The story owner can share and collaborate with others as follows:
| Work Area | Permission Group | Creator | Explorer | Viewer |
Stories |
Owner Access
|
Yes Becomes the story owner. |
Yes Becomes the story owner. |
No |
|
General Access
|
Yes Stories in the Shared with me section. |
Yes Stories in the Shared with me section. |
Yes Stories in the Shared with me section. |
|
|
Unlisted Access
|
Yes Using the direct link to the story. |
Yes Using the direct link to the story. |
Yes Using the direct link to the story. |
3. Dashboards
Unlisted Access
All applicable users automatically have unlisted access and this can be changed by the dashboard owner(s).
The dashboard owner can share and collaborate with others as follows:
| Work Area | Permission Group | Creator | Explorer | Viewer |
Dashboards |
Owner Access
|
Yes Becomes the dashboard owner. |
No No owner access. |
No No owner access. |
|
General Access
|
Yes Dashboards in the Shared with me section. |
Yes Dashboards in the Shared with me section. |
Yes Dashboards in the Shared with me section. |
|
|
Unlisted Access
|
Yes Using the direct link to the story. |
Yes Using the direct link to the story. |
Yes Using the direct link to the story. |
4. Alerts
Not shared - Owner only
When a user creates a new alert, it is not shared with anyone. The alert owner has the option to provide access to other users. All users must have a minimum of Unlisted Access to the project to be able to view the alert details.
The alert owner can share and collaborate with others as follows:
| Work Area | Permission Group | Creator | Explorer | Viewer |
Alerts |
Owner Access
|
Yes Becomes the alert owner. |
Yes Becomes the alert owner. |
No |
|
General Access
|
Yes Alerts in the Shared with me section. |
Yes Alerts in the Shared with me section. |
Yes Alerts in the Shared with me section. |
|
|
Unlisted Access
|
Yes Using the direct link to the alert. |
Yes Using the direct link to the alert. |
Yes Using the direct link to the alert. |
Where to from here?
Learn more about how you can share and collaborate in Harmoni: