This section provides an overview of sharing principles, limitations, and approaches.

Enable

Sharing can be enabled and disabled through Workspace settings by a workspace administrator. To enable, set the following to Enabled.

Sharing

For more information, see Workspace Settings Page.

Sharing Model

Owners and collaborators

The following are the basic types of users of a shared object:

Workspace role by object type

Individual users can be assigned one or more workspace roles. A role is a set of permissions.

For each type of shareable object, a workspace administrator can define within a role the permissions that workspace users have on the object type. Below, you can review the workspace level permissions and the implications on sharing:

For more information, see Workspace Roles Page.

Fine-grained sharing privileges for individual shared objects

When an object is shared, the user who is sharing the object can specify the privilege level for the target user on the shared object, which provides finer-grained access controls on individual objects:

• Workspace-level privileges on object types can be overridden for individual objects.
• The workspace-level privileges define the maximum set of privileges that you can share on an object with the target user.
• For example, a user with Viewer privileges on flows at the workspace level cannot be given Editor privileges on any individual flow.
  

Limitations:

• Fine-grained sharing privileges apply to flows and connections only.
• Users who have received changes in privileges on individual objects should log out and log in again to see those changes.

Shareable Objects

The following types of objects can be shared with other workspace users:

• Flows
• Connections

• Plans

Sharing Flows

In the collaborative approach, two or more users can work on the same flow. When a flow is shared, all flow objects are shared, including:

• Imported datasets

  NOTE: A dataset that is created with parameters cannot be modified by a collaborator. It can only be modified by the owner.

• Recipes
• Output objects
  • If available, any output SQL scripts are also shared. 
• Job results

• Webhook tasks

All collaborators have access to the above objects, as long as they have access to the underlying sources. See below.

Use cases:

• Distribute the work on a flow with multiple recipes among team members for faster throughput.
• Pass recipes to others for commenting, editing, and general review. 
• When stuck, share the flow with the team expert to provide guidance.

Privileges

Underlying datasets: Sharing a flow does not change the permissions to the underlying data. If a user with whom a flow has been shared does not have access to the data on the datastore, the user cannot work with the flow's datasets.

• Datasets that are accessed through private connections cannot be shared, unless the connection is also shared.
• Stricter permissions sets on the datastore can adversely affect users' ability to access shared flows.

Sharing samples: A flow's samples are not necessarily available to all users who have been shared the flow. In some cases, if a user who has been shared a flow does not have access to a recipe's sample, the user may have to collect a separate sample to view data or edit the recipe associated with the sample. To enable universal access to shared samples, you can use either of the following permissions schemes:

1. The default output directories for any user can be accessed by any other user. This configuration must be managed in the base storage layer.
2. When the sample is executed, an individual user must set his or her default output directory to a location that shared users of the flow can access.

Editor privileges:

• Datasets
  • Use the imported datasets and references as sources in other flows accessible to the collaborator.
  • Add new imported datasets.
  • Remove existing imported datasets.
  • Change the source of datasets.
  • Edit dataset names and descriptions.
• Recipes
  • Add new recipes.
  • Edit the existing recipes, including multi-dataset operations such as union or join.
  • Delete recipes.
  • Copy recipes within the shared flow.
  • Move recipes to the shared flow.
  • Move recipes out of the shared flow.
  • Run jobs.
• Schedules
  • Create new schedules.
  • Edit schedules.

Viewer privileges:

• User can access the flow and run jobs.
• User cannot modify the flow.
• Schedules
  • Create new schedules.
  • Edit schedules.

Collaborator (Editor and Viewer) limitations:

Collaborators do not have the following privileges on a flow shared with them:

• Flow
  • Delete the flow
  • Edit the name and description of the flow
  • Remove the flow owner's access to the flow
• Datasets
  • Delete imported datasets

  • Modify imported datasets

    NOTE: Collaborators cannot modify datasets created with custom SQL.

For more information on the privileges for Viewer and Editor roles, see Privileges and Roles Reference.

Editing recipes

Owners and Editors have the same privileges to edit recipes in the shared flow. In the Edit History, edits appear under the usernames of the individual contributors.

Removing access

You can remove sharing access to a flow. When a flow is no longer shared with a user, that user:

• Cannot see the flow or its objects
• Cannot access them, if the user knows the location of the objects

Share Connections

When initially created, a connection is private. It is accessible only to the user who created. it.

Through the Connections page, you can share your connections with other users:

• Share connection with individual users: You can share your connection with specified workspace users.
  • You can also share connections that have been shared with you.

• Make connection public: Public connections are available for use by all users.
  
  

  NOTE: Only a workspace admin can make connections public. After a connection has been made public, it cannot be made private again. You must delete and recreate the connection.

When connections are shared with you, you can access them through the Shared with Me tab in the Connections page. See Connections Page.

Sharing credentials:

When shared, private connections can be shared with or without credentials. If credentials are not shared, new users of the shared connection must supply their own credentials. Those credentials must be permitted access if access to any datasets previously imported through the connection is required.

For more information, see Connections Page.

Sharing connections through flows:

When a flow is shared, any connections associated with it are automatically shared to the specified users. If the connection is configured to do so, credentials are included, so that the new users can immediately begin using the flow.

For more information, see Flow View Page.

Share Plans

Plans that you create can be shared with other users. In the Plans page, select Share from a plan's context menu.

Depending on whether you created the plan, you may have the following set of privileges:

When a plan is shared with you, you are a collaborator on the plan. A collaborator has the following capabilities based on the plan privileges assigned to your workspace role:

For more information, see Share a Plan.