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. You can manage permissions of shareable content either in the console or via the API.

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 Allocations	✓	✓	✗	✗
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 console or using the 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 Cloud Analytics Admin permission.

Edit content permissions via the console

To edit content permissions via the console, see:

• Share alerts

• Share budgets

• Share reports

• Share allocations

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"
}