Tags:
• Creator
• Explorer

As a  project, story, or dashboard owner, you can choose who and how you want other users to collaborate. Sharing permissions are granted using the Sharing Pane.

In this article

1. Default Sharing Permissions
2. Sharing Permission Groups
   • Owner Access
   • Preview Access
   • General Access
   • Unlisted Access

1. Default sharing permissions 

a) Project

Not Shared, owner only.

When a Creator creates a new project, this project is not shared with anyone. The Creator becomes the Project Owner and they have the option to publish and grant access to users.

From here, the project owner can share and collaborate with others as follows:

b) Stories

Unlisted

Unlisted (all applicable users will have automatic unlisted access, this can be changed by the entity owner(s).

From here, the story owner can share and collaborate with others as follows:

c) Dashboards

Unlisted

Unlisted (all applicable users will have automatic unlisted access, this can be changed by the entity owner(s).

From here, the dashboard owner can share and collaborate with others as follows:

2. Sharing Permission Groups

a) Owner Access

Any person in this group has full ownership privileges for the entity. This includes full read/write access and the ability to change sharing/ownership permissions. By default, the original creator of the entity becomes the owner.

b) Preview Access (Project only)

Any person in this group has read-only access to the project. Preview allows Project Owners to give decision-makers a view of the unpublished data and how it flows into stories and dashboards before the project is published to a wider audience. Users have access to the Project through the Shared with me entity menu, and can view the unpublished data via the Preview icon.

b) General Access

Any person in this group will see the entity in the Shared with me tile filter of the entity menu. Access is still limited to the privileges of their Harmoni role (Viewer, Explorer, Creator). Users will always be able to access the entity through the Shared with me entity menu view, but can also favorite the item to further control ease of access.

c) Unlisted Access

Projects

All users must have unlisted access as a minimum for them to see the data associated with your project in the stories and dashboards shared with them.

• You can give unlisted access to specific users or an entire group. 
• Users in this group don't have direct access the Project via the Projects Area. If an Explorer or Creator should have access to the Project, include them in General Access or above.
• Users with Unlisted Access can access the Project Tree by clicking the Load Story View option in a Story that has been shared with them.

Stories and Dashboards

Any person in this group is able to access the entity (Stories/Dashboards), but only if they have/know the direct link or pathway to it. 

• Stories/Dashboards will not show in the Shared with me tab.
• Users will still be able to favorite the item once they have accessed it via link.

Where to from here?

Learn more about how you can share and collaborate in Harmoni

• Learn more about sharing projects.
• Learn more about sharing stories.
• Learn more about sharing dashboards.
• Learn more about sharing permissions by entity and role.