How to Share a Saved Visualization


Overview


This article covers how to share and configure sharing permissions for saved visualizations.

Critical Concepts


Steps to Take


Configuring Sharing Permissions

Once you create your visualization, make sure to name and Save the visualization pressing the "Save" button. Once saved, open the "Share" menu in the 3 dots on the top right:

screenshot of a new vizualization being shared

 

In this view, you can manage who can view and edit this visualization.
screenshot of a shared options

  1. To add a user or role, begin typing the user name, group name, or role name in the "Grand access to" field on the top.
    screenshot of a shared role options, with agent highlighted

  2.  Once selected, press the "Add as viewer" button to allow this user, group, or role to view the case.
    screenshot of a shared roles being saved

  3.  To edit these permissions, you can click on the text on the top right of the added access field.
    screenshot of a shared roles being edited 

  4. You can also select "Remove" to remove this permission from the user/group/role.

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