Share views

When you share a view, you share all of its data. Sharing a view does not share the underlying tables. If you want to share the underlying tables, see Sharing tables and columns. A view can be shared by the owner of the view, or by an administrator. If your organization is using multi-tenancy with Orgs, you can only share with other users in your specific Org. Users can start searching a view as soon as the view is shared with them.

You can share a view from the list of views under Views on the Data tab, or from the view itself.

Share from the Data tab

To share a table, Worksheet, or view from the Data tab, follow these steps.

  1. Select Data on the top navigation bar.

  2. Hover over the dataset you want to share and select it by selecting the empty checkbox that appears.

  3. Select Share.

    Share the data
  4. If you are sharing a table, select Entire Table or Specific Columns. To use Column Level Security (CLS), select Specific Columns, and only share the columns the users or groups should have access to.

    Specify sharing type
    The option to share specific columns is only available for tables, not for Worksheets or Views.
  5. If you select Specific Columns, select the column(s) you want to share, and add the users or groups you want to share the column(s) with. Use this option for Column Level Security (CLS). If you select Entire Table, skip to step 6.

    You cannot select multiple columns at once. You must input the users or groups with whom you want to share for each column.
  6. Select + Add users or groups and select the users and groups with whom you want to share.

    Add users or groups
  7. Specify permissions.

Share from within the dataset

To share a table, Worksheet, or view from within the dataset, follow these steps.

  1. Navigate to the dataset you want to share.

  2. Select the more options icon more options menu icon, and then select Share.

    Share the data
  3. Select the users or groups with whom you want to share.

    You can only share the entire dataset. You cannot share individual columns. To share individual columns, share a table from the Data tab. You cannot share individual columns for Worksheets or views.

  4. Specify permissions.

Specify permissions

  1. Configure the level of access by selecting from the dropdown list. You can select:

    • Can View to provide read-only access. This enables viewing the data source’s data. If the data source is a table, Can View also enables defining Worksheets based on that data.

    • Can Edit to allow modification. This enables renaming, modifying, or deleting the entire data source and adding or removing its columns.

    Specify permissions
  2. Select Add.

  3. Select Done.

  4. The Share settings updated notification appears on the bottom of your screen.

    Share settings updated