ACE Analytics Sharing Your Work

You may want to share your work with other ACE Analytics users. Sharing is an optional ACE Analytics feature that may have been enabled by your ACE Analytics developer.

Sharing Individual Items

Individual reports, dashboard, and analyses that appear in your folders can be shared.

In the list of items in a folder, each item has a "Share" icon. A gray Share icon means the item has not been shared with anyone, and a green one means it has been. Click the icon to manage sharing.

In the Share panel, shown above, you can select users or user groups to share this item with. You can see this item has already been shared with user "Thomas".

Using the drop-down filter control, you can filter the list to see Groups, People, or All users with whom you can share this item.

Depending on how the application has been configured, you may or may not see a list of users like the one above. If not, start typing a name in the Find text box and matching user names will be displayed for you. Click the icon by a name or select a name from the suggestions to share this item with them and repeat as necessary for each user.

Click the Trashcan icon to stop sharing this item with someone.

Items that are shared with someone else (or with you) will be in their Shared with Me folder. Click it to see its contents.

For example, the user Thomas would see the report we shared with him earlier. If he hovers his mouse cursor over the item, he'll be able to see who shared the item with him, as shown above.

You can't edit items that have been shared with you. You can, however, open them and use the item's Gear menu to duplicate it. This will save a copy of it to your My Items folder and you can open and edit the copy.

Sharing Entire Folders

In much the same way you share items, you can share entire folders and their contents.

If sharing is enabled, folders will have a Share icon, too, and clicking it will allow you to share it. The same icon colors (gray = not shared, green = shared) apply here. If you shared the "2014" folder with user "Thomas", then...

... he would see the folder and its contents, as shown above. Notice that the item's icon indicates that it's shared. Any new items you moved into your 2014 folder later on would also show up in his shared 2014 folder.

Finally, you can also drag a folder from your Shared with Me folder into one of your other folders. This creates a "folder shortcut" with a special icon, as shown above, which can save you the trouble of having to drill-down through many levels of shared folders to get to a folder you use often.