Share Answers

You do not have to be an administrator or the owner of an Answer to share saved Answers. Whenever you view an Answer, you have the option of sharing it with others. If your organization is using multi-tenancy with Orgs, you can only share with other users in your specific Org. The Answer appears in its most recent state when you share it. For example, if you add a filter after saving the Answer and then share it, the Answer you share has that filter.

You can share an Answer from the list of Answers on the main Answers page, or from the Answer itself.

Share from the Answers page

To share Answers from the Answers page, follow these steps.

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

  2. Save the Answer(s) by clicking the more options icon more options menu icon, and selecting Save.

    Save an Answer
    When you save an Answer, ThoughtSpot makes your Answer discoverable by default. Members of the same user group who have access to the Answer’s underlying data source can find your Answer when they search using Search Answers. Note that discoverable Answers and Liveboards viewed in Search Answers appear on the user’s home page, but do not appear under the Answers or Liveboards tabs. To restrict access to your Answer, deselect the Make this answer discoverable checkbox.
  3. Select Answers on the bar at the top of your screen.

    The top menu bar
  4. Select the Answer(s) you want to share from the list of Answers by hovering over the Answer name and selecting the empty check box that appears.

    To see the option to make your Answer discoverable to users in the same user group, navigate to the Yours tab before selecting your Answer.

  5. Select Share.

    Share the Answer
  6. Specify permissions.

Share from within the Answer

To share an Answer from within the Answer, follow these steps.

  1. Configure the Answer to look exactly like it must appear when you share it.

  2. Save the Answer by selecting the more options icon more options menu icon, and selecting Save.

    Save an answer
  3. Share the Answer by selecting the sharing icon sharing icon.

    Share an Answer
  4. If you did not save the Answer, ThoughtSpot prompts you to name and save the Answer before sharing it.

    Save and share your Answer
    When you save an Answer, ThoughtSpot makes your Answer discoverable by default. Members of the same user group who have access to the Answer’s underlying data source can find your Answer when they search using Search Answers. Note that discoverable Answers and Liveboards viewed in Search Answers appear on the user’s home page, but do not appear under the Answers or Liveboards tabs. To restrict access to your Answer, deselect the Make this answer discoverable checkbox.
  5. Specify permissions.

Specify permissions

  1. After you select the Share icon, the sharing dialog appears.

    The sharing dialog box
  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, select the x icon next to the Permissions dropdown menu 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 select the info button information icon image.

    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 dropdown 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.

      If a hidden column is used in an Answer pinned to a Liveboard, then the entire Liveboard becomes read-only to users. This limits Liveboard functionality, which means the ability to adjust filters and download data is restricted.
  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 select it, it tells you to enable access:

    Warning: enable data access

    If you own the underlying data source, you can enable access through the sharing dialog. 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. You can select the arrow to view the data sources.

    Enable data access

    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. 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 select the Copy link button at the bottom of the sharing dialog.

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

    Share an object and send the link to users you shared with
  7. Select Share.