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
  • How to Share a Doc
  • Sharing Options
  • Invite Others
  • Permission Levels
  1. GOVERNANCE

Doc Sharing

PreviousMetric Permission & SharingNextExport Data

Last updated 5 months ago

How to Share a Doc

You can navigate to the top right menu of the doc and click on the sharing icon . The prompt below shall appear to let you select the person and permission level you want.

Sharing Options

Invite Others

You are required to be the doc owner or to have Full Access permission level in order to share docs to others.

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

Permission Levels

Permission
Can perform

Owner

  • Delete doc

  • Share permission to others

  • Edit/update doc content

  • View and interact with widgets on doc (changes will be saved)

  • Comment on docs

Full Access

  • Share permission to others

  • Edit/update doc content

  • View and interact with widgets on doc (changes will be saved)

  • Comment on docs

Edit

  • Real-time edit/update doc content

  • Comment on docs

  • View and interact with widgets on doc (changes will be saved)

Comment

  • Comment on docs

  • View and interact with widgets on doc (changes unsaved)

View

View and interact with widgets on doc (changes unsaved)

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

🏛️
Share a Doc