Fine-grained Sharing Permissions in Zoho Analytics

As you may know, you can share the reports and tables with your colleagues & contacts in Zoho Analytics, your effective online reporting & business intelligence service. And this makes collaboration a lot easier. Zoho Analytics now provides fine-grained permission options while sharing. When you share a report or a table, you now have the choice to specify what can be done with the table/report by the user to whom its shared. Let’s illustrate this with an example.

The following example consists of US GDP data over the years. For sharing the chart, click on Share -> Share this View to New Users.

Screen Shot 2016-09-22 at 7.32.34 pm

In the dialog box that opens, give the email addresses of those you want to share the report with.

Screen Shot 2016-09-22 at 7.33.29 pm
Now comes the exciting part. In the Permissions tab, you can specify what the shared users can do with the report you share with them. Whether they can Export the report’s data and whether
they can view the underlying data etc.

Screen Shot 2016-09-22 at 7.33.44 pm
Similarly, there are permission options when sharing a table too. Like
you can specify whether a table’s data can be exported or modified
(appending or modifying rows etc).

Screen Shot 2016-09-22 at 7.34.04 pm
Supposing you want to share a number of tables/reports, you can do so from the Share option
in the Explorer view. Check the Tables and Reports that you want to
share, click on Share -> Share this View to New Users and choose the appropriate permission options.

Also, such fine-grained permissions can be provided when sharing with the Database Group. You can define a Database Group consisting of a set of email addresses. This feature comes in handy when sharing reports & tables to the same set of users (than sharing to the individual email addresses each time).
Try the new fine-grained sharing permission options in Zoho Analytics & do let us know your feedback.

Related Links

  1. Dynamic Chart Filtering and URL Data type in Zoho Analytics
  2. Zoho Analytics : Pivot Table Enhancements
  3. Quickly Generate Similar Reports in Zoho Analytics

Comments

Leave a Reply

Your email address will not be published.

The comment language code.
By submitting this form, you agree to the processing of personal data according to our Privacy Policy.

Related Posts