Our recent redesign simplifies the data transfer experience by combining raw and modelled data sources into a single object - data feeds.
If you see Data Feeds in the left navigation sidebar, go to this article.
These new features are being released gradually. If you don't see them in your account yet - no worries - they’re coming soon!
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.
- 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:
- In the left navigation sidebar, click Data Sources.
If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead. - 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. - 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.
- 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).
- When you're 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:
- In the left navigation sidebar, click Data Sources.
If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead. - Click the name of the data source to open its details page.
- Click Sharing.
- Beside Access, click Edit.
- Click Share with users.
- Add users and adjust their access, as described above.
- When you're finished, click Share.
After you share a data source, it displays in the recipient's list of data sources.
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:
- In the left navigation sidebar, click Data Sources.
If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead. - Select the checkbox(s) for the data source(s) you want to update sharing access for and click Share.
- Click the link beside access (as shown below).
- 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. - Click Apply.
Modifying access from a data source's details page
To modify access to a shared data source from its details page:
- In the left navigation sidebar, click Data Sources.
If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead. - Click the name of a data source to open its details page.
- Click Sharing.
- Beside Access, click Edit.
- Select from the drop-down lists to update others' access to the shared data source or click the Remove icon to remove their access.
- Click Apply.
Modifying access from the Groups page (Account Admin only)
To modify group access to a shared data source from the Groups page:
- In the left navigation sidebar, click the
Account and settings button and select Account.
- In the left navigation sidebar, click Groups to open the Groups page, where all of the groups in your account are listed.
- Click the name of the group you want to modify access for.
- Click Data Sources/Data Feeds, located on the left-side of the window.
- Click the drop-down under Rights and select Use only or Use and edit.
- To remove this group's access to the data source, click Remove.
- Click Save.