Sharing

Sharing allows you to grant users in your organization varying levels of access on all objects in Civis.

What You Can Share

Any Job, Report, Workflow, Credential, or Project is shareable.

Who You Can Share With

You can share with any users or groups that are in your organization.  If you'd like to alter your organization's group structure to better facilitate sharing (by adding more groups or renaming them) read more about the Admin Center.

Sharing Levels

There are three permission levels you can assign to a user or group:

• Viewer - Can only view the shared object.  Cannot edit or run it.
• Editor - Can edit and run the shared object.  Cannot delete, archive or change the sharing settings of the object.
• Manager - Can edit, run, delete, archive, and change the sharing settings of the object.

By default, when you create an object you will receive Manager permissions and your primary group will receive Editor permissions.

Sharing with Others

You can access the sharing pane by clicking on the three dots in the top right corner, and selecting the Share icon in the drop down menu.

From there you can choose users and groups to share with and what permission level each should have on the object.

Once you're done selecting the user and groups and choosing their permission level, click Add to see the sharing pane update with your changes.  You can also edit or revoke access by selecting a different permission level or clicking the X on the right side of the sharing pane, respectively.

All objects must have at least one user or group with Manager permissions.

Sharing Template Scripts

Please view our documentation on sharing Templates: Script Templates: Sharing Script Templates.

Notifying Shared Users

Once you have selected a user or group to sharewith you can notify them via email by checking the 'Notify Users' below the search panel. Users will receive an email with a link to the job, alerting them that they have been shared. You can also add a custom message in the text box below the 'Notify Users' check box.

Here's a comprehensive list of the abilitieseach permission level has: