As a Project, Story, Dashboard or Alert owner, you can choose who to collaborate with and how much access they have. Sharing permissions are granted using the sharing pane.
In this article
1. Owner Access
Any person in this group has full ownership privileges for the item. This includes full read/write access and the ability to change sharing/ownership permissions. By default, the original creator of the item becomes the owner.
- Only Creators can have project Owner Access.
- Owners will see the project in the Owned by me section when loading PROJECTS.
2. Preview Access (Project only)
Any person in this group has read-only access to the project. Preview allows Project Owners to give decision-makers a view of the unpublished data and how it flows into stories and dashboards before the project is published to a wider audience.
- Creators, Explorers and Viewers can have preview access to the project.
- Users see an eye icon
which enables the preview mode when clicked.
- Creators and Explorers in this group will see the Project in the Shared with me section when loading PROJECTS.
- Creators and Explorers can add the Project to their Favorites for easier access in the future.
- Viewers cannot see the Project tree but can access stories in preview mode.
3. General Access
Any person in this group has read-only access to the project.
- Only Creators and Explorers can have general access to the project.
- Users in this group will see the Project in the Shared with me section when loading PROJECTS.
- Users can add the Project to their Favorites for easier access in the future.
- Access is still limited to the privileges of their Harmoni role (Viewer, Explorer, Creator).
4. Unlisted Access
Projects
All users must have unlisted access as a minimum for them to see the data associated with your project in the stories and dashboards shared with them.
- You can give unlisted access to specific users or an entire group.
- Users in this group don't have direct access the Project via the Projects Area. If an Explorer or Creator should have access to the Project, include them in General Access or above.
- Users with Unlisted Access can access the Project Tree by clicking the Load Story View option in a Story that has been shared with them.
Stories, Dashboards, and Alerts
Any person in this group is able to view the Story, Dashboard, or Alert, but only if they have/know the direct link or pathway to it.
- Stories/Dashboards/Alerts will not show in the Shared with me tab.
Where to from here?
Learn more about Harmoni: