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.

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.

PreviousOrganizeNextData Widgets

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