Presight
  • 👋INTRODUCTION
    • What is Presight?
    • Core Concepts
      • Metrics
      • Events
      • Segments
        • Source Columns
        • Custom Segments
    • The Presight Workspace
      • Workspace Overview
      • The Data Docs
      • Data Library (Datahub)
  • ➡️DATA IN
    • Connect
      • Data Warehouse
      • Data Connectors
        • API Connector
        • Google Sheets Connection
        • CSV Import
        • Dimensional Dates (Dimdates table)
        • QuickBooks Online
        • HubSpot Connector
    • Sync
    • Tables & Columns
      • Browse & Edit
      • Primary Key
    • Governance
  • ⚙️MODEL
    • Data Relationships
      • Table Relationships
      • Hierarchy
    • Metrics
      • Create Metrics
      • Ownership & Permission
      • Deletion
    • Events
      • Creating Events
    • Custom Tables
      • Table Builder
        • Filter a Dataset
        • Simple Data Enrichment
        • Advanced Enrichment - Segmentation
      • Custom SQL Query
    • Segments & Custom Segments
      • Dimensions from Data Sources
      • Create a New Dimension
    • Formulas
      • Metric Formulas
      • Data Transformation Formulas
  • 📊ANALYSIS
    • The Data Docs
      • Explorations
        • Docs Widgets
      • Reports
      • Dashboards
      • Layout & Beautify
      • Organize
      • Collaboration
    • Data Widgets
      • Charts
        • Query Syntax
        • Data in a Chart
        • Interacting with a Chart
          • Breakdown
          • Chart Filter
          • Time Change
          • Chart Menu
          • View Constituent Records
          • Version views in Chart
        • Chart Configuration
      • Metric Table
        • Creating a Table
        • Interact with a Table
          • Adding Metrics
          • Adding Sections and Organizing metric list
          • Table Filter
          • Table Summaries
          • Quick Chart Creation from Table
          • Timeline Navigation
        • Table Menu
        • Table Breakdown
        • Breakdown Options
        • Interact with Table Metrics
        • [Advanced] Automatic Variance Calculation
      • Records Table
        • Accessing Data Records on-demand
    • Breakdowns & Filters
      • [Advanced] Dimension Path
    • Event Analytics
      • Event Funnel
      • Cohort
      • Event Path
    • Segmentations
      • Metric Segments
      • Filtered Segments
    • Ask AI (Beta)
      • Ask Presight
      • Presight AI in your Chat Tools
  • 📈PLANNING
    • Creating Versions
    • Interacting with Versions
    • Interacting with Future Data
    • Forecasting a Metric
  • 🏛️GOVERNANCE
    • Overview
    • Table Restriction
    • Metric Permission & Sharing
    • Doc Sharing
  • ⬇️DATA OUT
    • Export Data
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On this page
  • 1. Doc Sharing
  • Invite Others
  • Permission Levels
  • Transfer Doc Ownership
  • 2. Collaborating with Others
  • 3. Organize your Docs
  1. ANALYSIS
  2. The Data Docs

Collaboration

PreviousOrganizeNextData Widgets

Last updated 6 months ago

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

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.

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

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.

3. Organize your Docs

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

📊
How to share a doc to a teammate
How to transfer doc ownership to someone