View-only projects
You can share projects as “view-only” to recipients through the Project share workflow. Recipients placed in the Can View role will receive a more limited project experience. This may be desired if you are sharing a project to users that are less familiar with your organization’s data structure, Analysis Workspace or Customer Journey Analytics generally, but you still want them to consume data and insights in a safe environment.
Disabled interactions
Disabled interactions in a view-only project include:
- Hidden left panel
- Panel calendar date range. Note: If you want to grant calendar control to recipients, add in a drop-down filter with date ranges.
- Freeform filtering
- Freeform # of visible rows
- Freeform row, column or visualization settings
- Panel filters
- Edit, Insert & Component menus
- Workspace tips
Enabled interactions
Some of the more notable enabled interactions in a view-only project include:
Area
Enabled interactions
Freeform tables
- Pagination and sorting
- Hovering
- Cell selections that update linked visualizations
- Right-click > Get Visualization Link
- Right-click > Copy to Clipboard
Visualizations
- Clicking to turn on/off legend
- Hovering
- Right-click > Get Visualization Link
- Collapse/expand
- Flow - expand Flow nodes
- Map - zoom
Panels
- Interactive drop-down filters
- Right-click > Get Panel Link
- Collapse/expand
Project
- Inspecting all info icons
- Project menu - New, Open, Set as landing page, Refresh, Download CSV/PDF, limited Project Info & Settings
- Share menu - Get project link, Send file now
- Help menu - All actions except Tips & Debugger options
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