What are Auto-Share Projects?
Auto-Share projects are projects in Platform that will automatically share all current and future objects with users and groups shared on the project, at their respective access levels. You’ll need manage permission on a project and all its objects in order to enable or disable the Auto-Share status.
Enabling Auto-Share on a Project
Auto-Share can be enabled for projects with 100 or fewer objects in them. If you have more than 100 objects in your project, please consider splitting it into several smaller projects.
To enable Auto-Share on a project:
- Ensure you have manage level access on the project and everything in it.
a. Note: To verify your access level, click “Share” under the dots menu.
2. From the project, navigate to the top-right corner. Click on the dots menu.
3. Under “Other Actions”, click on “Enable Auto-Share”.
4. Confirm that you want to enable Auto-Share and click "Enable".
Once you’ve enabled Auto-Share on a project, all current and future objects in the project, except tables, will be automatically shared with users and groups in the project, at the access level they have on the project. To read more about granting user permissions for database objects like tables, please see: Granting Permissions to Database Objects.
Please note: If a user or group already has access to an object when Auto-Share is enabled, they will retain the higher access level of the two.
Example Situations
Example 1: If user Bob has “view” access on the project, then enabling Auto-Share on the project will grant Bob permission to view all objects in this project.
Example 2: Say user Alice has “view” access on Project A and “manage” access to Object X, which belongs to Project A. When Auto-Share is enabled on Project “A”, Alice will retain “manage” access to Object X, and gain access to other objects in Project A at a “view” level.
Example 3: Let’s say user Charles has “manage” access to Project B, and “view” access to Object Y, which belongs to Project B. When Auto-Share is enabled on Project “B”, Charles will gain access to Object Y at a “manage” level.
Disabling Auto-Share on a Project
To disable Auto-Share on a project:
- Ensure you have “manage” level access on the project.
2. From the project, navigate to the top-right corner. Click on the dots menu.
3. Under “Other Actions”, click on “Disable Auto-Share”.
4. Confirm that you want to disable Auto-Share and click “Disable”.
Once Auto-Share is toggled off, newly added objects will not be automatically shared with users and groups shared on the project. Users and groups shared on existing objects will maintain their level of access.
Please note: Objects can be added to multiple auto-sharing projects or shared with users and groups independent of a project. Due to these constraints, object access will not be revoked when auto-share is disabled in order to avoid loss of separately granted access.
Adding an object to an Auto-Share Project
Adding an object to an Auto-Share project is the same as adding an object to a standard project. For more information, please see: How to Add Objects to Projects.
Removing an object from an Auto-Share Project
Removing an object from an Auto-Share project is the same as removing it from a standard project.
Any users or groups who gained access to the object from project auto-sharing will retain that level of access.
Auto-Share Project Sharing
Adding Users and Groups
When you add users or groups to an Auto-Share project at level X, all contained objects will be shared with those users/groups at the same access level.
Users added to a group will gain access to all objects shared with that group.
If the object was previously shared with a user/group at a higher access level, the higher access level will be preserved.
Removing Users and Groups
Users and groups will no longer have access to the Auto-Share project if sharing is revoked, and will not be shared on new objects added to the project. However, they will retain access to all existing objects within the project, unless that access is separately revoked.
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