PowerMetrics: Sharing data feeds (NEW)

 

Our recent redesign simplifies the data transfer experience by combining raw and modelled data sources into a single object - data feeds. We’re gradually releasing this new feature to our customers.
If you see Data Feeds in the left navigation sidebar, you're in the right place. If not, go here.

 

You can share data feeds with individual users or groups within your organization, enabling others to view and share the data feeds (when granted “can view and share” access) or view, share, and edit the data feeds (when granted “can edit” access).

This article includes:

A few notes on sharing data feeds

Here are a few things to note about sharing data feeds:

Users need to be assigned to the PowerMetrics Editor role in order to view, share, or edit data feeds. Users with an Admin role can access and delete data feeds only. Users with a PowerMetrics Viewer role have no access to data feeds. Learn about user role permissions.

Managed data feeds (those that are created automatically when you add instant metrics) can only be shared with “view and share” access, as they are managed by Klipfolio and cannot be edited.

When you share data feeds, note that you need to share associated metrics separately. They’re not automatically shared when you share their related data feeds. Learn about sharing metrics.

You can only grant your level of access or below. For example, if you have “Can view and share” access to a data feed, you cannot give “Can edit” access to someone else.

When you share a data feed, the recipient will get an email notification and the data feed will be added to their list of data feeds. Learn about email notifications for PowerMetrics.

Users can only share with groups of which they're a member.

To upgrade your sharing rights for a data feed from “can view and share” to “can edit”, we suggest you contact the owner (their name displays beside the data feed name in your data feed list). If the owner upgrades your access but you’re still unable to edit a data feed, it may be that your user role permissions don't allow you to "edit data feeds". Learn about user role permissions.

How do I share a data feed?

You can share a data feed from your list of data feeds or from an open data feed.

To share a data feed:

  1. In the left navigation sidebar, click Data Feeds to open your list of data feeds.
  2. To share from your list of data feeds, locate the data feed you want to share, then, click the 3-dot menu at the end of its row and select Share.
  3. To share from an open data feed, click the name of a data feed in the list to open it, then, click the Share button in the upper-right corner of the window.
  4. In the Share window, enter either a user name or a group name with which you want to share the data feed. You can either type the user or group name or choose from an alphabetical list of recipients (accessed by clicking the drop-down arrow). Continue adding user or group names as needed.
  5. Grant appropriate access (either Can edit or Can view and share) for the user or group by selecting from the drop-down list under Data Feed. (See below.)

Note: For managed data feeds, the only option is “Can view and share”.

  1. When you’re finished adding users and adjusting their access, click Share.

How do I modify access to a shared data feed?

After you share a data feed, you can view, modify, or remove the sharing rights you previously granted to others. You can modify sharing access from your list of data feeds or from an open data feed.

To modify access to a shared data feed:

  1. In the left navigation sidebar, click Data Feeds to open your list of data feeds.
  2. To modify access from your list of data feeds, locate the data feed you want to modify sharing rights for, then, click the 3-dot menu at the end of its row and select Share.
  3. To modify access from an open data feed, click the name of a data feed to open it, then, click the Share button in the upper-right corner of the window.
  4. Click the link beside access (as shown below).

  1. Select from the drop-down list to update others' access to the shared data feed or click the Remove icon to remove their access.

Note: For managed data feeds, the only option is “Can view and share”.

  1. Click Save.

Sharing a link to a data feed

Typically, when you share data feeds, as described above, they are added to the recipient’s list of data feeds. However, you can also share a link to a shared data feed by sending colleagues a copy of its URL.

Note: The recipient of the URL must be logged into Klipfolio and the data feed must be shared with them, either directly or with a group of which they're a member.

To share a link to a data feed:

  1. In an open data feed, click the Share button in the upper-right corner of the window.
  2. Click Get Link. (See below.)

  1. Paste the link and send it to others. Advise them to sign into their account and then paste the shared URL link into a browser to see your data feed.

Notes on sharing permissions and access

Your ability to share a data feed depends on:

  • Your permissions, determined by the settings applied to your role. To share a data feed you must have the "Share data feeds" permission applied to your user role. This permission is automatically included for those with a PowerMetrics Editor role. Learn about user role permissions.
  • Your access to the data feed. If you don’t have access, you won’t be able to share the data feed with others.

The recipient's access to the shared data feed depends on:

  • The recipient's permissions, determined by the settings applied to their role. Regardless of the access level you’re granted by the sharer, you can only interact with a data feed according to the permissions applied to your user role. For example, as a user, if you’re assigned to the "PowerMetrics Viewer" set of role permissions and someone shares a data feed with you, you won't be able to interact with it because the permissions included with the “Viewer” role doesn’t allow you to access, view, share, or edit data feeds.
  • The level of access granted by the sharer. For example, if a sharer gives you viewing access to a data feed and you have a set of permissions that allows editing, you will only be able to view and share the data feed.
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