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Open the Report: Navigate to the Data View you want to share.
Access the Share Menu:
Click the button with the report’s name in the upper-right corner.
Select the "Share" option.
Choose Recipients:
Share the report with individual users or predefined groups (e.g., All Admins (“Agency Users”), All Partners).
| Note |
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Be aware, that currently Partner Users cannot see Data Views |
Define Roles for Recipients:
When sharing, you can assign one of the following roles:Viewer: Users can view the report but cannot make any changes.
Editor: Users can customize the report, such as adding filters or changing columns.
Owner: Full control, including the ability to delete or further share the report.
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Best Practices for Sharing
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