Share a pinboard
When you view a pinboard in ThoughtSpot, you can share it with others.
When you share a Pinboard, you share a live link to the Pinboard that reflects the latest version of it. When someone else views the Pinboard you shared with them, they see the most recently saved version with the most recent data.
You do not have to be an administrator or the Pinboard’s owner to share saved Pinboards. Any user can share them, based on the access levels the user has.
You can share a Pinboard from the list of Pinboards on the main pinboards page, or from the pinboard itself. You can also share a specific visualization within a Pinboard.
Share from the Pinboards page
To share a Pinboard from the main Pinboard page, follow these steps.
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Configure the Pinboard to look as it must appear when you share it.
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Save the Pinboard by clicking the More menu icon
, and selecting Save.
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Click Pinboards on the bar at the top of your screen.
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Select the Pinboard you want to share from the list of Pinboards by hovering over it and clicking the empty check box that appears.
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Click Share.
Share from within a pinboard
To share a Pinboard from within the Pinboard, follow these steps.
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Configure the Pinboard to look as it must appear when you share it.
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Save the Pinboard by clicking the More menu icon
, and selecting Save. -
Click the sharing icon
.
Share a Pinboard visualization
You can also share a specific visualization within a Pinboard. When you share a Pinboard visualization, the user or group receives an email with a link to that visualization.
Note that sharing a specific visualization within a Pinboard gives users and groups access to the entire Pinboard.
To share a Pinboard visualization, follow these steps:
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Navigate to the Pinboard visualization that you would like to share.
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Select the sharing icon
that appears when you hover over the visualization.
Specify permissions
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After you click the Share icon, the sharing dialog box appears.
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Enter users or groups with whom you want to share this object in the text box.
Note that you can only enter email addresses whose domains are in your list of allowed domains. These domains appear when you click on the info button
.If you want to hide the allowed email domains for your company, or otherwise customize them, ThoughtSpot Support. -
Configure the level of access by selecting from the drop-down list. You can select:
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Can View to provide read-only access. If the user doesn’t have access to the underlying worksheet, they can only view the shared object.
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Can Edit to allow modification. Enables renaming or deleting the shared object. If a user with edit privileges modifies a shared object, the object saves their changes.
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If the selected group or user does not have access to the underlying data, you must enable access to the worksheet, view, or table. A black warning symbol appears when you try to share with a user who does not have underlying data access. If you click on it, it tells you to enable access:
If you own the underlying data source, you can enable access through the sharing dialog box. If you do not own the data source, ThoughtSpot emails the owner of the data source or your ThoughtSpot administrator to ask them to share the data.
To enable access, select Give view access to underlying data sources at the bottom of the dialog box. You can click on the arrow to view the data sources.
After you enable access, the warning symbol turns into a green checkmark.
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To stop sharing with a user or group, click the x icon
.
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You can send an email notification and an optional message.
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You can also copy a direct link to the Answer, Pinboard, or visualization within a Pinboard that you are sharing, and separately send that link to users after you share the object with them. Simply click the Copy link button at the bottom of the sharing dialog box.
Note that sending users this link does not share the object with them. You must also share the object by clicking the Share button at the bottom of the dialog box.
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Click Share.
