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Share allocations

Required permissions

To share allocations with others, you must meet one of the following criteria:

See Summary for quick reference.

Add access

To share allocations, you need to give access to the intended recipients:

  1. Navigate to the main Allocations screen.

  2. Locate the allocations of interest.

    • To share an individual allocation, select the three dots menu () at the rightmost end of the allocation entry, and then select Share allocation.

    • To share multiple allocations, select the checkbox of each allocation entry, and then select Edit permissions.

  3. In the sharing configurations window, enter the email of the intended recipients and give them Viewer or Editor access.

    Share allocation window

  4. Select Add to apply the changes.

Change permissions

You can change permissions on an allocation from the same configuration window, including:

  • Change the permission of an individual user to Viewer or Editor, or remove the access.

  • Change the permission of the whole organization to Viewer or Editor.

Transfer ownership

To transfer the ownership of an allocation to another user:

  1. Make sure the intended user already has the Editor permission.

  2. In the Access drop-down list, select Make owner.

Note that:

  • An allocation can have only one owner and the owner must be an individual user.

  • Once the ownership is transferred, the previous owner becomes an Editor.

Summary

Your permission/roleViewShareChange permissionsTransfer ownership
Owner✓ (individual users, whole organization)
Editor✓ (individual users)
Viewer
Admin user on a shared allocation✓ (individual users, whole organization)

See also