Page tree
Skip to end of metadata
Go to start of metadata

You can share objects or folders with groups or with specific users. However, they must have access rights to the underlying data. Once you share a folder, the users or groups have access to all items in that folder.

For some object types, you can also provide a sharable link so the user or group doesn't need to search for the object within Kyvos. You can send the link using your email client. The recipient must log in to Kyvos to be able to access the information. 

You can email a snapshot of a worksheet and dashboard directly from within Kyvos. You can also set up a schedule to email worksheets at a specified time and date or use a recurring schedule. 

To share an object or change share settings

  1. Right-click the object name from the list and click Share.
  2. Depending on the object type, you may see additional options and can choose Grant Access, via Link, or via Link. Otherwise, you'll see the grant access options.
  3. Follow the steps below for the option you choose.

To grant access

  1. For Grant Access, search for and then select a user or group.
  2. Drag that username or group into the Shared With column.
  3. Choose to place it in one of the areas of the column: Read Only, Read and Write, or Deny.
    The choices shown here are based on the selected user's or group's rights to the underlying data.
  4. To change the share settings, right-click the group or user name in the Shared With column.
    Set the rights to Read Only, Read and Write, Deny, or Inherit Folder Rights.
  5. Click Share.

For via Link or Via Email

  1. Do one of the following:
  2. For via Link, you can select and copy the URL text or click the icon next to the link to copy it to the clipboard.
    1. Paste the URL text into an email message or other messenger applications such as Slack.
    2. To grant access before sending via a link, click Grant Access at the bottom of the dialog and follow the instructions shown earlier in this topic.
    3. Click OK.
  3. For via Email,  select the recipients.
    1. Do one of the following:
      1. Type email addresses for individuals.
      2. Click the Select Kyvos Users/Groups icon and click a group name or user name or type to quickly find a name.
    2. Optionally, click CC or BCC to copy or blind copy recipients on the message. Then select those additional recipients.
    3. If No Email Id is shown, that account is not associated with an email address and you will need to share the object using a different method.
    4. Enter a subject and message.
    5. By default, Include a link to the object is selected. If you are sharing a PDF or CSV file, you can attach the file or send a link to it.
      Click the checkbox to unselect it if you want to send the file as an attachment.
    6. Choose the object to Attach as Do not include additional attachments, PDF, or CSV. If you choose PDF or CSV, select Settings and specify further details.
      1. For PDF, you can specify whether to export the visualization or visualization and table.
      2. For CSV, you can use the default choices or change the line separator, field separator, enclosed by characters, and specify whether to include the header. Note that only CSV formatted worksheets can be scheduled for email.
    7. Click Preview to view the message before sending it.
    8. To grant access before sending via email, click Grant Access at the bottom of the dialog and follow the instructions shown earlier in this topic.
    9. Once you are ready to send the message, click Send.

To send Worksheets

  1. Follow the instructions via Email.
  2. In the Email dialog box, click Schedule Email to create a schedule for when it should be sent.
    1. Choose Run once or Recurring.
    2. For Run once:
      1. Set the date and time zone. 
      2. Click Apply.
    3. For Recurring:
      1. Set a start and end date.
      2. Set a frequency: daily, weekly, monthly.
      3. Select the date to email on.
      4. Specify once per day or repeat. 
      5. For repeat, specify the details: set an interval of how many hours and minutes, and what time it starts and ends.
      6. Select the time zone.
      7. Click Apply.
  3. Click Preview to view the message before sending it.
  4. To grant access before sending via email, click Grant Access at the bottom of the dialog and follow the instructions shown earlier in this topic.
  5. Once you are ready to send the message, click Send.

For some object types, you can also click the  menu next to the Validation indicator or the Options menu and choose Share.

Once you have set a schedule to email an object, you can later edit or remove the schedule in the same dialog box. You can also view schedule details in the Monitor. 

The user or group must have rights to the folder that the file is in, and their security settings must allow them access.

To stop sharing an object or folder 

  1. Right-click the object or folder name from the list and click Share.
  2. Do one of the following:
    1. Right-click the user or group name and select Deny.
    2. Drag the user or group name from the Shared With column back to the first column.
  • No labels