Sharing and permissions

Share and control access to your work in Equals

This article will cover how collaboration works in Equals with an overview of permissions and sharing for datasources and workbooks.

Sharing datasources

You can share access to real time data with anyone in Equals. This will allow users to write any query from the datasource. Once you share a datasource with a user, they will be able to query that datasource as if they were the user who set it up.

To share a datasource, go to Datasources from the Equals home screen, then hit Share from the ... menu to the right of that datasource you'd like to share. You can then share the datasource with individual users by entering their email address and setting a permission level.

You can also share edit access to the datasource with everyone in your workspace. If you select Must be invited, users in your workspace will not be able to view or query that datasource unless you share it with them individually.

Sharing workbooks

To share a workbook, open that workbook and click Share in the top right corner. From the share modal, you can set the following permissions to determine workspace users' level of access to your workbook:

  • Read only - All users in your workspace, including Editors, will only be able to view your workbook and will not be able to make changes to it.
  • Can edit - All Editors in your workspace will be able to edit your workbook. Viewers will not be able to edit your workbook.
  • Dashboard only - All users in your workspace, including Editors, will only be able to view the dashboard included in your workbook.

When sharing a workbook with an individual user, you can choose a permission level to give that user either Read only or Can edit access.

Workbooks can also be shared with your entire workspace, so that everyone at the workspace can view or edit the workbook. There are also a number of workspace-specific sharing options:

  • Must be invited - Users in your workspace will not be able to view that workbook unless you share the workbook with them individually.
  • Anyone with link - Allow anyone with the link to view your workbook, regardless of whether they have an Equals account. Users without an Equals account will only be able to view your workbook as an Anonymous user. Users with an Equals account will have Read only or Can edit access to your workbook, depending on the permission level you set.

You can also share multiple workbooks at the same time by storing them in a folder, and then sharing access to the folder (learn more about folders).

Exporting workbooks

To download data from an Equals workbook, we currently allow for CSV exports. You can open up the workbook you want to download and navigate to File > Download as CSV for each sheet you'd like to save.

Sharing a workbook with queried data

If you share a workbook with connected sheets, all users will be able to see the query for the connected sheets. However only users to whom the datasource is also shared (regardless of whether they have workbook edit access) will be able to run queries. This prevents unauthorized access to your datasources.

Sharing saved queries

With saved queries, you can save and share queries to be used across multiple workbooks, ensuring that data is pulled consistently across analyses. To share a saved query, select the Share button in the upper right corner of your screen. You have two choices here, Read only and Can edit sharing.

  • Read only allows a user to execute the saved query but does not give the user any editing access to the saved query, nor visibility into the written command.
  • Can edit allows a user to make changes to the underlying query and allows them to view the saved query edit and preview console.

To use a saved query, open a new workbook or sheet and click on the Connections button. Scrolling down, you’ll see saved queries listed. Clicking on the query and selecting Connect will pull the data into your workbook.