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How do I share data sources?

Updated

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

Note: When you share a modelled data source, the unmodelled data source it's based on is not automatically shared. If you want the recipient to be able to access the original, unmodelled data source, you need to share it separately.

This article includes:

Sharing concepts

Regardless of where you're sharing from, there are a few common actions to note:

  • Partial access: If you don't have sharing rights for all of the selected data sources, numbers will display beside Data Sources, indicating how many you have the rights to share (as shown in the example below).
  • Sharing data sources that have been shared with you: To modify your access level for a data source so you can share it with others, we suggest you contact the data source owner. If the owner upgrades your access but you're still unable to share the data source, it may be that your user role permissions don't allow you to "Share data sources". Learn more about user role permissions for legacy Klips accounts and for all other Klips accounts.
  • Email notifications: When you share a data source with someone in your account, an email notification is automatically sent to them. Learn more about email notifications.

How do I share a data source?

You can share a data source from:

Sharing from your list of data sources

When you share from your list of data sources, you can select single or multiple data sources to share.

To share from your list of data sources:

  1. In the left navigation sidebar, click the 3-dot menu beside Data Sources and select Data Source Library.
    If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead.
  2. Select the checkbox(s) for the data sources you want to share and click Share.
    If you select one data source to share, its name displays at the top of the Share window. If you select more than one data source to share, the total number of selected data sources displays.
  3. In the Share dialog, enter either a user name or a group name with which you want to share the data source(s). 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.
  4. Grant appropriate access for the user or group for the Data Sources by selecting the relevant icon from the drop-down lists (either Edit or View).
  5. When you are finished adding users and adjusting their access, click Share.
    After you share a data source, it displays in the recipient's list of data sources.

Sharing from a data source's details page

To share a data source from its details page:

  1. In the left navigation sidebar, click the 3-dot menu beside Data Sources and select Data Source Library.
    If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead.
  2. Click the name of the data source to open its details page.
  3. Click Sharing.
  4. Beside Access, click Edit.
  5. Click Share with users.
  6. Add users and adjust their access, as detailed above.
  7. When you are finished, click Share.
    After you share a data source, it displays in the recipient's list of data sources.

Sharing from the Groups page

Sharing from the Groups page is an alternate way of sharing data sources with groups. Note: This method is only available to Partners / Clients and only when sharing raw (unmodelled) data sources.

To share from the Groups page:

  1. In the left navigation sidebar, click Users.
    If you don’t see Users in the sidebar, click the button in the left navigation sidebar and select Klipfolio Account > Users & Permissions.
  2. Click Groups to open the Groups page, where all of the groups in your account are listed.
  3. Click the name of the group you want to share the data source with.
  4. Click Data Sources / Data Feeds, located in the left-side of the window.
  5. Click the Edit button beside Data Sources / Data Feeds.
  6. In the Rights column, use the drop-down to select the desired level of access for the group, either Use and edit or Use only.
    Note: At this point (before saving your changes) you can add more data sources to share with the group. (See below.)
  7. Click Save.

How do I modify sharing rights for my data sources?

After you share a data source, you can view and modify the sharing rights you previously granted to others.

You can modify sharing access from:

Modifying access from your list of data sources

When you modify sharing access from your list of data sources, you can select single or multiple data sources.

To modify access to a shared data source from your list of data sources:

  1. In the left navigation sidebar, click the 3-dot menu beside Data Sources and select Data Source Library.
    If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead.
  2. Select the checkbox(s) for the data source(s) for which you want to update sharing access and click Share.
  3. Click the link beside access (as shown below).
  4. Select from the drop-down lists to update others' access to the shared data source or click the Remove icon to remove their access.
    Note: Available options include Edit and View. If you selected multiple data sources, the Varied icon may display, indicating mixed access to the assets. For example, a user could be the owner of some assets but only have view access to the rest.
  5. Click Apply.

Modifying access from a data source's details page

To modify access to a shared data source from its details page:

  1. In the left navigation sidebar, click the 3-dot menu beside Data Sources and select Data Source Library.
    If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead.
  2. Click the name of a data source to open its details page.
  3. Click Sharing.
  4. Beside Access, click Edit.
  5. Select from the drop-down lists to update others' access to the shared data source or click the Remove icon to remove their access.
  6. Click Apply.

Modifying access from the Groups page

To modify group access to a shared data source from the Groups page:

  1. In the left navigation sidebar, click Users.
    If you don’t see Users in the sidebar, click the button in the left navigation sidebar and select Klipfolio Account > Users & Permissions.
  2. Click Groups to open the Groups page, where all of the groups in your account are listed.
  3. Click the group for which you want to update sharing access.
  4. Click Data Sources / Data Feeds, located in the left-side of the window.
  5. Click Edit button beside Data Sources / Data Feeds.
  6. Adjust the access settings under Rights or click Remove to remove group access to the data source.
  7. Click Save.

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