Whenever you view a Liveboard you have the option of sharing it with others.

Note: Starting in December 2021, ThoughtSpot rebranded pinboards as Liveboards. For backward compatibility, we currently support internal processes and external methods that use the older naming convention.

When you share a Liveboard, you share a live link to the Liveboard that reflects the latest version of it. When someone else views the Liveboard you shared with them, they see the most recently saved version with the most recent data.

You do not have to be an administrator or the Liveboard’s owner to share saved Liveboards. Any user can share them, based on the access levels the user has.

You can share a Liveboard from the list of Liveboards on the main Liveboards page, or from the Liveboard itself.

Share from the Liveboards page

To share Liveboards from the main Liveboard page, follow these steps.

1. Configure the Liveboard(s) to look as it must appear when you share it.

2. Save the Liveboard(s) by clicking the ellipsis icon , and selecting Save.

   

3. Click Liveboards on the bar at the top of your screen.

   

4. Select the Liveboard(s) you want to share from the list of Liveboards by hovering over the Liveboard name and clicking the empty check box that appears.

5. Click Share.

   

6. Specify permissions.

Share from within a Liveboard

To share a Liveboard from within the Liveboard, follow these steps.

1. Configure the Liveboard to look as it must appear when you share it.

2. Save the Liveboard by clicking the ellipsis icon , and selecting Save.

3. Click the sharing icon .

   

4. Specify permissions.

Share a Liveboard visualization

You can also share a specific visualization within a Liveboard. When you share a Liveboard visualization, the user or group receives an email with a link to that visualization.

Note that sharing a specific visualization within a Liveboard gives users and groups access to the entire Liveboard.

To share a Liveboard visualization, follow these steps:

1. Navigate to the Liveboard visualization that you would like to share.

2. Select the sharing icon that appears when you hover over the visualization.

   

3. Specify permissions.

Specify permissions

1. After you click the Share icon, the sharing dialog box appears.

   

2. Enter users or groups with whom you want to share this object in the text box. To stop sharing with a user or group, click the x icon next to the Permissions dropdown for that user or group.

   Note that you can only enter email addresses whose domains are in your list of allowed domains. These domains appear when you click on the info button .

   Tip: If you want to hide the allowed email domains for your company, or otherwise customize them, contact ThoughtSpot support.
3. Configure the level of access by selecting from the drop-down list. You can select:
   • Can View to provide read-only access. If the user doesn’t have access to the underlying worksheet, they can only view the shared object.
   • Can Edit to allow modification. Enables renaming or deleting the shared object. If a user with edit privileges modifies a shared object, the object saves their changes.

4. If the selected group or user does not have access to the underlying data, you must enable access to the worksheet, view, or table. A black warning symbol appears when you try to share with a user who does not have underlying data access. If you click on it, it tells you to enable access:

   

   If you own the underlying data source, you can enable access through the sharing dialog box. If you do not own the data source, ThoughtSpot emails the owner of the data source or your ThoughtSpot administrator to ask them to share the data.

   To enable access, select Give view access to underlying data sources at the bottom of the dialog box. You can click on the arrow to view the data sources.

   

   After you enable access, the warning symbol turns into a green checkmark.

5. You can choose to send an email notification and an optional message.

6. If your ThoughtSpot environment is embedded, select Embedded link format to generate a URL for your host application context. This option allows you to ensure that the links to the object in email notifications go to the appropriate application URL.

7. You can also copy a direct link to the answer, Liveboard, or visualization within a Liveboard that you are sharing, and separately send that link to users after you share the object with them. Simply click the Copy link button at the bottom of the sharing dialog box.

   Note that sending users this link does not share the object with them. You must also share the object by clicking the Share button at the bottom of the dialog box.

   

8. Click Share.