Share an Insights analysis

You can share an analysis with other people by emailing them a link, making it easy to collaborate and disseminate findings.

Prerequisites

  • You have the Insights Author license.

  • You have at least one of these permissions:

    • View Analytics Data
    • View Classic WFM Data
    • View QM Data
    • View WFM Data
  • You have the Create Content permission.
  • You have the Share Content permission.
  • You have created an analysis. See Start an analysis in Insights for instructions.

Page location

Insights > Analyses > Click an analysis

Procedures

Share an analysis

You can only share analyses with people or groups who are in your Insights account.

  1. Click File (upper-left corner of the page) and select Share. The Share analysis window opens.

  2. Enter the name of the person or group you want to share with in the Enter a username, group, or email address field. The search returns any user, group, or email address that contains your search term. Searching is case-sensitive, and wildcards are not supported.

    NOTE   To share the analysis with all users, enter AllUsersGroup. To share the analysis with people based on the product data they have permission to view, enter WFMUsersGroup, QMUsersGroup, or AnalyticsUsersGroup.

  3. Click Share. The people that you have shared the analysis with get emails with a link to the analysis. Groups don't receive invitation emails.

View which users or groups have access to an analysis

  1. Click File (upper-left corner of the visual) and select Share. The Share analysis window opens.
  2. Click Manage analysis permissions. The Manage analysis permissions page lists the people and groups who can access the analysis.

Revoke access to an analysis

  1. Click File (upper-left corner of the visual) and select Share. The Share analysis window opens.
  2. Click Manage analysis permissions. The Manage analysis permissions page lists the people and groups who can access the analysis.
  3. Click the trash-can icon next to the person or group you want to remove. The Revoke user access window opens.
  4. Click Confirm.

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