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Access People Analytics Premium - Share an analysis

How to share an analysis in Analytics Premium.

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Written by Joshua Shooter
Updated over 2 months ago

You can share your analysis with specific users, or create a link to your analysis that you can share. The following options are available:

  • Share with specific users using a name or email address.

  • Share with a group of users via User Groups.

  • Create a shared link and distribute your analysis outside of the solution. Any user with the link can view your analysis.

For analyses that you own, you can set how specific users interact with the analysis that you are sharing. You can choose from the following options:

  • Viewer - Users will be given view-only access to your analysis. They cannot edit, share, or delete your analysis.

  • Editor - Users will be given edit access to your analysis. They can edit your analysis, but do not have the ability to share or delete the analysis.

To share an analysis, click Share, then in the Share Analysis dialogue, choose of the following option:

  • To share an analysis with specific users or a group of users, type the username, email address, or name of the user group in the search box, and select individual users and groups from the search results, then click Share.

    • Select or deselect the relevant settings, and add a note if required. The content that is included in the email will be based on the recipient's security settings, applied default context, dynamic filters, and user preferences such as display currency. They will only see the data that they are allowed to see.

    • If you want to give specific users edit access to your analysis, click the Viewer drop-down and select Editor.

  • To generate a link that you can share with other users, click Copy link.

After you have shared an analysis, you can update the sharing access by clicking Share, and then:

  • To stop sharing with a specific user or user group, click the Viewer box on the relevant row, then select Remove.

  • To set what type of access the user should have to the analysis, click the Editor or Viewer box on the right side of the user you want to edit access for, and then select the access type.

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