Sharing Views

In case of adding users and viewers, you need to explicitly share the view to grant access. You will see a prompt to share views. Follow the below steps to associate views for the users.

  1. Click the Do it now button. 

  1. The Share View/Add users to Group will open. Zoho Analytics provides two options to associate views:
    • Share Views - Selected views will be shared with read only permission. 
    • Add users to Group - Add users to selected groups in the workspaces. They will inherit the permission set for the group. 
  2. ‌Select workspaces from the Select Workspaces dropdown. You can select up to five workspace. The Views and Groups in the selected workspaces will be listed in the corresponding tabs.
  3. You can select up to 100 views or 100 groups from five workspaces. 
  4. Click Share. The views will be shared in the specified domain for the users while adding user. 

You can also share the views with fine-grained permissions.  To do this:

  1. Open the workspace you want to share.
  2. Select the views to be shared and click Share, then click Share Views. 
  3. You can also invoke the share dialog from the individual view by clicking Share, then clicking Share this View. The Share the view(s) to a new Users/ Group dialog will open.
  4. Enter the user email address or group name in the corresponding domain field to share the view in Zoho Analytics or in white label instances. 
  5. You can edit the message in the invite email by clicking the Edit Message link. 
  6. Click Share. The views will be shared in the specified domain

Manage Shared Details

You can view and manage the shared details of a workspace from the Shared Details tab of the Workspace settings. 

  • The Common Permissions tab lists the details of the published views. 
  • The analytics.zoho.com tab lists the details of the views shared in Zoho Analytics.
  • The {white label url} tab lists the details of the views shared in white label instances.