Share projects share-projects

In Customer Journey Analytics, select the Workspace tab, then select Projects in the left panel.

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.

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 panel. 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 panel. 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 Customer Journey Analytics generally. However, you still want them to consume data and insights in a safe environment. Learn more about the Read only project experience.

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

• Share embedded project components: Shares filters, 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.

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.

Save the project. If there are unsaved changes, you are prompted to save your project before sharing a link.

Select Share > Share with Workspace users, then select Copy next to the Share by link field.

Share the link with users in your organization. For example, you can paste it into an email, onto an internal web site, and so forth.

Open the Analysis Workspace project that you want to share.

Select Share > Share with anyone.

If there are unsaved changes, you are prompted to save your project.

Enable the Link is active option if it is not already enabled.

Selecting this option creates a link to the project that can be shared with anyone. You can disable access to the project at any time by disabling this option.

The owner of the project is also the owner of this link. Link ownership can be transferred to another user only when project ownership is transferred, as described in Transfer user assets in the Analytics Admin guide.

Choose whether to enable the following security option (this option can be controlled by your Customer Journey Analytics administrator):

• Require Experience Cloud authentication:

  When this option is enabled, the only users who can access the project are those who can log in to the Adobe Experience Cloud organization where the project that you are sharing was created. However, users you share with do not need to have access to Customer Journey Analytics.

  Customer Journey Analytics administrators can configure this preference for the company, as described in Preferences. You might encounter the following scenarios, depending on how the administrator configured this option:

  • If this option is not visible, your Customer Journey Analytics administrator did not enable this feature.

  • If this option is enabled and you can’t disable it, this means that your Customer Journey Analytics administrator requires Experience Cloud authentication for anyone accessing Analysis Workspace projects. This is always the case for organizations who license Healthcare Shield.

Next to the Share with anyone (no login required) field, select to copy the link to your system clipboard.

Share the link with the people you want to have access to the project. For example, you can paste the link in an email.

Any person you share the link with can view the Analysis Workspace project.

(Optional) You can select to remove access from users who previously received a link to the project. A new link is generated that you can share with users who you want to access the project.

Select Close to close the share dialog box. Your changes are automatically saved.