Share projects

Last update: January 31, 2025

CREATED FOR:

  • User
  • Admin

You can share an Analysis Workspace project with the following types of people:

  • Users and groups in your organization who have access to Adobe Analytics

    You can share Edit, Duplicate, or View access

  • Users and groups in your organization who don’t have access to Adobe Analytics

    Recipients have read-only access

  • People outside your organization

    Recipients have read-only access

Any curation you apply prior to sharing is reflected when recipients open the project.

See VideoCheckedOut Share projects for a demo video.

Share with Analysis Workspace users and groups in your organization

You can share a project with existing Analysis Workspace users or groups in your organization. When you share a project as described in this section, the users you share with must already have access to Adobe Analytics.

You can share a specific role with users or groups, or you can share a link.

Share a specific project role

When sharing a specific project role with users and groups in your organization, consider the following:

  • Project roles (Edit original, Edit copy, and Read only) are tied to the user and specific project ID. Project roles are independent of user permissions managed in the Adobe Experience Cloud admin console.

  • In Adobe Analytics, groups are defined by product profiles in the Adobe Experience Cloud admin console. Admins can share to any group, including “All.” Non-admins can share to any group they are a member of, with the exception of “All.”

  • A user who is placed in multiple roles always get the highest experience. This might occur if a user is added both as an individual and as part of a group. For example, if a user is given the Edit original role as an individual and the Read only role as a member of a group, they will receive a Edit original project experience.

  • Admins placed in the Edit copy or Read only role receive those limited experiences when they open a project. An Admin can change their role to Edit original by sharing the project with themselves and granting the Edit role, as described in the following procedure.

  • If multiple projects are selected to be shared, recipients will be added to the existing list of recipients for each project.

    For example, Project A is already shared with recipients 1, 2, and 3, while Project B is already shared with recipients 4, 5, and 6.

    Projects A and B are then shared with recipients 4 and 7. The new share list for Project A is now 1, 2, 3, 4, and 7, while the new share list for Project B is 4, 5, 6, and 7.

To share a specific project role with users or groups in your organization:

  1. In Adobe Analytics, select the Workspace tab, then select Projects in the left rail.

  2. Select the checkbox next to one or more projects that you want to share, then select Share.

    Or

    To share an individual project only, you can open the project that you want to share, then select Share > Share with Workspace users.
    If there are unsaved changes, you are prompted to save your project first.

    The Share project dialog box displays. The Share by link and Settings sections of the dialog box are visible only when sharing a single project.

  3. Add recipients or groups of recipients in one of the provided role fields:

    Edit original: Recipients can Save changes to a project and function as co-owners. This role is useful if you want to co-manage a project with other colleagues; this includes editing, deleting, and modifying recipient lists for a shared project.
    Note: Analysis Workspace does not currently support live collaboration, so it is recommended that only one user edit a project at a given time. If projects are saved at the same time, the last version will be kept.

    Edit copy: Recipients can Save as and have access to the left rail. Project interactions are not limited in this role. This role is useful if you want to share a project to users who understand your organization’s data and how to use Analysis Workspace, but you do not want your project altered.

    Read only: Recipients cannot Save or Save as and do not have access to the left rail. Project interactions are also limited. This role is useful if you want to share a project to users that are less familiar with your organization’s data structure, Analysis Workspace or Adobe Analytics generally. However, you still want them to consume data and insights in a safe environment. Learn more about the Read only project experience.

  4. (Conditional) If you are sharing a single project, choose whether to enable the following options when sharing the project:

    • Share embedded project components: Shares segments, calculated metrics, and date ranges with all recipients. After being shared, these components will appear in the Components drop-down of the recipient’s Workspace. This setting does not persist - it is a one-time action at the time of sharing.

    • Set as landing page for recipients: Sets this page as the landing page for recipients. This setting does not persist - it is a one-time action at the time of sharing.

  5. Select Share. (If the project has already been shared, select Update.)

    Or

    Select Curate and Share to apply project curation automatically. (If the project has already been shared, select Curate & Update.) Learn more about project curation.