Skip to main content

Share allocations

Required permissionsโ€‹

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

See Summary for quick reference.

Edit permissionsโ€‹

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 (โ‹ฎ) at the rightmost end of the allocation entry, and then select Edit permissions.

    • To share multiple allocations, select the checkbox of each allocation entry, and then select Edit permissions in the upper-right corner of the screen.

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

    Edit permissions window

  4. Select Add to apply the changes.

Change permissionsโ€‹

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 ownershipโ€‹

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.

Summaryโ€‹

Your permission/roleViewShareChange permissionsTransfer ownership
Ownerโœ“โœ“โœ“ (individual users, whole organization)โœ“
Editorโœ“โœ“โœ“ (individual users)โœ—
Viewerโœ“โœ—โœ—โœ—
Cloud Analytics Adminโœ“โœ“โœ“ (individual users, whole organization)โœ“

See alsoโ€‹