Insights on Enterprise - sharing & editing

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03-20-2018 06:57 AM
LisaGodwin
New Contributor II

Hi, I created a workbook in Insights using ArcGIS Enterprise (10.6). I've assigned another insights license to another user (level 2 in portal).. However, when I share the workbook with them they are unable to edit it. The hosted feature layer is shared to them as well. Is it possible to have multiple users be able to edit a workbook in insights?

Thanks, 

Lisa

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WillHughes2
New Contributor III

This is in the Insights Help documentation.

Share your workbook

When you share a workbook, you are providing read-only access to those with whom you share it. You will still have full editing access for workbooks you created.

When you create and save a workbook in Insights, an Insights Workbook item is created in your portal. The Insights Workbook item can be accessed from the Workbooks page using the Settings button Settings. The item can then be shared using the Share button.

Workbooks that have been shared include a watermark with the word Shared. This watermark is useful for keeping track of which workbooks you have shared, or, if you are an Administrator, keeping track of which workbooks have been shared with your organization or the public.

Use shared workbooks

Workbooks that were created by other users and shared with you can be opened in a viewer mode with capabilities to explore the data, but not edit any aspects of the workbook, including performing analysis or adding and deleting cards.

If you want to edit a workbook created and shared by another user, you can make a copy using the Duplicate button Duplicate on the Workbooks page. You will have full editing privileges for any workbook you duplicate.

Data in shared workbooks

When a workbook is shared, it is best practice to also share the data used in the workbook so that the entire analysis is accessible to everyone using the workbook.

When you open a workbook that has been shared with you, the following datasets will be visible:

  • All result datasets
  • All datasets that you own
  • All Excel input datasets
  • Input feature layers that have been shared with everyone, your organization, or groups of which you are a member.

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WillHughes2
New Contributor III

This is in the Insights Help documentation.

Share your workbook

When you share a workbook, you are providing read-only access to those with whom you share it. You will still have full editing access for workbooks you created.

When you create and save a workbook in Insights, an Insights Workbook item is created in your portal. The Insights Workbook item can be accessed from the Workbooks page using the Settings button Settings. The item can then be shared using the Share button.

Workbooks that have been shared include a watermark with the word Shared. This watermark is useful for keeping track of which workbooks you have shared, or, if you are an Administrator, keeping track of which workbooks have been shared with your organization or the public.

Use shared workbooks

Workbooks that were created by other users and shared with you can be opened in a viewer mode with capabilities to explore the data, but not edit any aspects of the workbook, including performing analysis or adding and deleting cards.

If you want to edit a workbook created and shared by another user, you can make a copy using the Duplicate button Duplicate on the Workbooks page. You will have full editing privileges for any workbook you duplicate.

Data in shared workbooks

When a workbook is shared, it is best practice to also share the data used in the workbook so that the entire analysis is accessible to everyone using the workbook.

When you open a workbook that has been shared with you, the following datasets will be visible:

  • All result datasets
  • All datasets that you own
  • All Excel input datasets
  • Input feature layers that have been shared with everyone, your organization, or groups of which you are a member.
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