Share content

Sharing reports, budgets, or other content with co-workers and stakeholders is essential for fostering financial accountability and driving informed decision-making in an organization.

Shareable content and scope of sharing

The table below lists the shareable content and the allowed scope of sharing:

Content category	Individuals	Your whole organization	Slack	Microsoft Teams
Alerts	✓	✓	✓	✓
Budgets	✓	✓	✓	✓
Custom Attributions	✓	✓	✗	✗
Custom Attribution groups	✓	✓	✗	✗
Custom Reports	✓	✓	✓	✓

Sharing content with a Microsoft Teams subdomain (teams.ms) allows you to send emails to a channel in Teams, similarly, sharing with a Slack subdomain (slack.com) allows you to send emails to Slack.

Required permissions

To share content with others, you need to update the content permission via the DoiT console or using the DoiT API. In both cases, you must meet one of the following criteria:

• You are the Owner or the Editor of the content.

• You have the Editor permission on the content.

• You have the Admin role, and the content has been shared with you.

Edit content permissions via the console

To edit content permissions via the DoiT console, see:

• Share alerts

• Share budgets

• Share attributions

• Share attribution groups

• Share reports

You can also bulk edit permissions. See Edit permissions for an example.

Edit content permissions via API

DoiT Sharing API provides a unified approach to managing content permissions.

Below is an example payload of a PUT request to update resource permissions. Note that you must provide the full permission list in the request body when updating permissions.

{
  "permissions": [
    {
      "user": "[email protected]",
      "role": "editor"
    },
    {
      "user": "[email protected]",
      "role": "owner"
    },
    {
      "user": "[email protected]",
      "role": "viewer"
    },
    {
      "user": "[email protected]",
      "role": "viewer"
    },
  ],
  "public": "viewer"
}