We know that once you have created a chart in the GWI platform, you’ll want to share your unique insights with the people that need to see them. That’s why there are a few different, flexible ways to share charts; to make sure you get your insights in front of the right people, at the right time.
You can share charts from the individual chart view or on the charts management homepage.
Share your charts:
- Via link
- With specific email addresses
- With your entire organization
Share via link
To share via link, you’ll need to select the unique URL of a specific chart. This method is best if you want to share your charts via instant messenger, email, or in any content you create.
Simply head into the chart you want to share and click the link icon in the top right corner to copy the URL. Then, just paste it wherever you want to share it.
Share with specific email addresses
If you want to share your chart with a few select people, you can simply type (or copy and paste) their email addresses to share a chart with them. This method can be used for one or many email addresses. The platform will auto-populate email addresses from within your organization, but you can also share the chart with people outside the business. This is a really helpful way to share charts with clients or suppliers.
When a chart is shared via email, the recipient will receive a notification. The chart will then be automatically saved in the recipient’s list of saved charts.
Share with your organization
If you create a chart and you want your entire business to have access to it, this is the sharing method for you.
Simply click on the Share button in the top right corner of the platform, and in the pop-up that appears on screen, you’ll notice a tick box that you can select to share your chart with your entire organization. You can use this approach in conjunction with individual email sharing.
Please note that in this context “organization” refers to the GWI account that you belong to (based on your Admin setup), and may not necessarily be your entire real-world organization.
Once you have shared a chart, you can edit the sharing permissions to add or remove recipients as you see fit.
- Do I have to pay to share charts?
This feature is available to all users including those on the free plan.
- Can I share my charts with someone that is not a GWI user?
If you share a chart with somebody that does not have a GWI account, to view the chart they can easily sign up for the free plan. They may however have limited visibility, subject to the data available in their subscription.
- Can I expect greater sharing functionality in the future?
Yes! We will be updating audiences, dashboards, and crosstabs soon to ensure that every part of the GWI platform can be shared via:
- Organization level
- Do I need to save my chart to share it?
Yes, and the platform will automatically prompt you to do that.
- Who can see the edits I make to a shared chart?
If you make any changes and then save a shared chart, the changes will be automatically visible to recipients of the chart. This is also the case if you delete the chart.
- Will the people I share my chart with be able to edit it?
No, any changes that they make to your chart will only be visible to them. To save an edited chart, these users will have to click Save as new, which creates a duplicate of the chart that can be reshared. They also won’t be able to edit the sharing permissions of your charts.
- If someone shares a chart with me, can I remove it?
You can remove a shared chart from your list of saved charts if you don’t want it to display. You can do this on the charts management screen.
- Can I share a chart folder?
At present, it’s not possible to share a chart folder but you can share your charts in bulk by multi-selecting them from the charts management screen.