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Share your work

Learn how to share Charts and Boards.

Written by Nico Londono
Updated over a month ago

Whenever you are working in Trends AI, you are in your own private environment until you choose to share your work with others. Sharing applies to Chart Builder sessions, Boards, and any data you upload. You can share by selecting the Share button from within the object you want to share and specifying the users or groups you would like to include. An email notification will be sent to those users or groups as soon as you select Share.

Who can share and to whom

Any user, owner of an object or not ,can share saved Charts or Boards.

If you upload a spreadsheet, you can share Can View or Can Edit privileges with others, who can then further share those privileges. This is an important point to remember; much like sharing a confidence, sharing an object or your data can quickly spread to individuals you may not have originally intended to include. We encourage you to be thoughtful in how you share work that is sensitive to your organization.

Finally, you can revoke access to any object (table, worksheet, or Board) that you have previously shared. Unsharing an object follows a very similar process to sharing it.

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