Share Stories or Global Bookmarks

You can share stories or global bookmarks.

When viewing a story, you can share stories or change the story sharing settings. As a story designer, you can also share a global bookmark for the story.

Tip

Another way to share the stories is to publish them to a catalog (select the menu option Start of the navigation path Next navigation step Publish to CatalogEnd of the navigation path). For detailed publishing information, see Publish and Share Content to the Catalog.

Sharing Stories

  1. To share stories (and global bookmarks), do one of the following:

    • From the () Main Menu, select () Files, select the check boxes for all stories that you want to share, and then select Start of the navigation path Next navigation step ShareEnd of the navigation path.

      The story sharing dialog appears.

    • With a story open, choose Start of the navigation path Next navigation step ShareEnd of the navigation path.
  2. Add Users or Teams: add all the users that you want to share with. You can either type a username or select (Add usernames or teams) to open a list of available users.
  3. Under Access, select the permissions you want to grant the selected users. By default Read only access is selected.
    Note
    Users with read-only access are able to change the variables for the model in the story. Changing the model variables updates all the charts and tables in the story unless they were overridden. Model variable settings set by the viewer are not saved.
    Note

    If an object in your story uses a private version, the dimension member IDs of the private version might be exposed when you share the story with another user.

  4. If you want to email people to let them know that you are sharing with them, select Email new recipients.

    The check box is selected by default when adding individual users. If you choose to add all of the users, the option is not available. The users will still receive a notification in the system, but they won't receive an email.

    An email will be sent the first time the file is shared with someone. If you later change their access rights, they will receive a notification in the system, but they won't receive an email.

  5. (Only available in Edit mode) Select Apply Global Bookmark Default, and then select a bookmark to use.
  6. Select Share to share with the selected users.
Note
When users tap the web sharing link from their mobile device (the link they get when you share a story with them), after they authenticate on the mobile browser, they are prompted to open the story in the Mobile App.

Modify Share Settings

Modifying the share settings allows you to grant custom share permissions to all users, teams, or individual users.

Note
You can only modify the sharing settings for a single story. To set permissions for multiple stories, select stories, then set permissions in the Access list in the Share Story dialog.

  1. From the () Main Menu, select () Files and then select the check boxes for a story.

  2. Select Start of the navigation path Next navigation step ShareEnd of the navigation path.
  3. Select one user or select all users that the story has been shared with.
  4. (Optional) Select Add Users and Teams, and choose individual teams or users from the list, then assign permissions to teams or users.
  5. Select Share.
When you share the selected story, the settings you saved will be applied.
Note

The settings are only saved for an individual story. If you select a different story, you will need to save new share settings.

Related Information