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What it does

Sharing controls who can see your work and what they can do with it. You share with named people in your organization, and each person gets a level of access you choose. There are no public links. Everything is shared with specific people, which means access is always something you can see and take back.

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Sharing something

1

Open the share dialog

Choose Share on the item you want to share. On a report it sits in the top bar, next to the faces of the people who already have access.
2

Pick the people

Start typing a name or email in Invite by email, then choose people from the list. You can add several at once.
3

Share it

Choose Share. Each person is added at Viewer level to start with.
4

Adjust what they can do

Change anyone’s level in the list beside their name, or remove their access entirely.
You can only share with people who are already in your organization. If someone does not appear in the list, an admin needs to invite them first in Settings, under People.

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Levels of access

  • Viewer can see the item but not change it. This is what new people get by default.
  • Editor can make changes, and can share the item with others.
  • Admin is held automatically by your organization’s admins across everything.
Anyone at Editor level or above can share an item. If you only have view access, you will not see a Share option.

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Who already has access

The share dialog shows two lists. People with access are those who were given it directly. Inherited access covers people who have it another way, such as through a parent folder, and those entries are managed where the access originates rather than on the item itself.

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What the other person sees

When you share something, the other person is notified in Pluvo and by email, with a link to open it. Both of those respect their own notification preferences, so someone who has turned off sharing emails will still see it in their Inbox.

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Tips

Share at Viewer unless someone genuinely needs to change the work. You can always raise it later, and it keeps a published report from being edited by accident.
Before you share a report widely, publish it. Publishing pins the version people see, so they are not reading a draft you are still working on.