Sharing visuals with Team

You can move visuals from your personal account to your Team account, but not vice versa.


Sharing visuals from Personal Dashboard to Team Dashboard

 From your personal dashboard, you will see the option to Copy Visuals to Team. This allows you to make copies of your personal visuals (up to 15 at a time) available to your team. 
This action creates a copy of the visual in your team dashboard. 

In order for your team members to be able to see your visual, you would need to change the privacy settings of your visual. You can do this by:
  • Going to your Team dashboard
  • Clicking on the options for the visual you wish to share and choose Share.

  • Enable Team Sharing for your teammates.

Granular Sharing: Specific Members only

When a visual owner shares a visual with the team, they can select either to share with the  whole team or to specific team members. If you need to share with specific team members:

Toggle the option to share with Specific members: 

Type in the user's name or email address. 
Once you start typing, you'll see the option for Can edit and Can comment.

You can still change the permission setting once you invited your members:

Once you've shared the visual with a member of your team, you'll see an icon at the bottom of your visual on the dashboard to indicate that the specific visual has been shared with a team member. 

Common Questions

How do I ensure that a member of my Team can present a visual I recently shared?

You can certainly share a visual with your Team so they can present it using Presentation Mode.

First, you’ll need to ensure that the visual you've placed on your Team's dashboard has been shared with your Team and that the Share option for the visual allows others to access it as shown above. 

Otherwise, your team member or non-visual owner will not be able to change the Share settings and will receive the error as below: 

Once Share setting has been completed, any Team member can present the visual simply by clicking on the thumbnail's options on the Dashboard and select Present

Your team member can enter Presentation mode as described here. 

What sharing settings options do I have on Team visuals?

If you are the visual owner, you can decide how much access your team members will get. If the visual is not yet in your Team account, copy it from your personal account. Then, in the Team account, click on  Share in the editor or from the thumbnail shortcuts on the dashboard to configure the share settings:

Giving your team members commenting access allows them to view and to contribute via a commenting page while giving editing access allows them to open up your visual in the editor and make changes:

The same Share modal also allows you to control who gets to access the visual's published Output page. A visual shared in this way will be accessible, view-only, beyond just your team.

Will my Team Members see everything I create?

No, your team members will only see the visuals you choose to share with them. By default, all the visuals you have created are still in private mode, meaning only you can view your visuals. 

To check whether a visual is being shared with your team, you'll be able to see an icon (🏦)at the bottom of the visual on the dashboard, like this:

Can I restore my visual to a previous version or undo my team members' changes?

We don’t yet support this functionality. To ensure that your team members don’t unknowingly make undesired changes to your visual, you could share for commenting access only.

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