Sharing

The Sharing tab allows users to control access permissions for a chart. Initially, when a chart is created, it is only accessible to the creator. Users can change this by clicking the Manage Sharing button.

How to Manage Sharing

1. Click on the Manage Sharing button.

2. A sharing modal appears, displaying a list of users, roles, distribution lists (DLs), and organizations (orgs).

3. Users can search and select who they want to share the chart with.

4. They can assign one of two permission levels:

   • Read: The user can view the chart but cannot make any modifications.

   • Edit: The user can modify the chart.

Sharing Options

• Charts can be shared with:

  • Individual Users

  • Roles (Pre-defined roles within the system)

  • Distribution Lists (DLs) (Groups of users)

  • Organizations (Orgs) (Company-wide or department-wide access)

Roles and Permissions

• The users, roles, DLs, and orgs available for selection depend on configurations in the Roles & Permissions section of the platform.

• Access permissions can be changed at any time.

By default, if no changes are made, only the chart creator has access.