Sharing and collaboration in Clarisights

We're nearing the end of this series of articles on getting started with using Clarisights in your organization from day one. In this article we'll look at how you can share and collaborate with your team members in Clarisights.

Here are some common use cases.

Sharing within the company

Creators of a report can choose to share the report with the entire organization on Clarisights. By default everybody has access as an Explorer and cannot make changes that get saved. You can do this by going to the share settings and choosing the "Share within the company" option to be enabled.

Any users who need to be given access levels higher than the "Explorer" access can be added manually.

Sharing a one-time snapshot

A stakeholder requested you for a performance report but they do not have access to Clarisights. Or you need to share a one-time view with an external partner. Those are some places where you can use a Snapshot to be shared with them.

Create a one-time snapshot by clicking the paperclip icon next to the share options. The snapshot URL can be accessed by anyone with the link even without a login into Clarisights.

More on the snapshots feature here.

Those are some quick ways to share a report or a snapshot in Clarisights. You can find more information on sharing and collaboration in the platform in the help section here.

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