Collaboration

1. Doc Sharing

Invite Others

You are required to be the doc owner or to have Editor permission in a doc in order to share it to others.

• Navigating to the top right menu of your doc, and hit the Share icon

• Select the team member you want to invite, then select the appropriate permission level before hitting Share

• Your teammate will receive a notification on their Presight account that they can now access the shared doc

How to share a doc to a teammate

Permission Levels

Permission	Owner	Editor	Commenter	Viewer
View doc & widgets	Y	Y	Y	Y
Interact with data widgets	Y	Y	Y but changes won't be save	Y but changes won't be saved
Add comments	Y	Y	Y	N
Edit doc and widgets	Y	Y	N	N
Share doc to others	Y	Y	N	N
Delete doc	Y	N	N	N

Once you share edit right to another user, all users can edit the doc at the same time.

Transfer Doc Ownership

• From all the users who already have access to a doc you own, you can choose one of them to transfer the doc ownership to.

How to transfer doc ownership to someone

• Once transfered, you will be automatically downgraded to Editor role.

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2. Collaborating with Others

You can invite collaboration by sharing Edit, Comment or View permission to your team members in the same workspace.

• Invited members with Comment and View permission can still interact with the data widgets on the doc, but their interactions are not saved.

• Invited members with Edit permission can edit the document simultaneously, with each modification instantly visible to others.

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3. Organize your Docs

From the Home page, you can Create New Folder to organize your docs.