Who can use this capability
You must have Owner, Admin, or Editor - can share permissions to the item in order to share it. To share a workspace, you need Owner, Admin, or Editor - can share permission to the workspace.
Only Owners and Admins can share dashboards.
Share an item from a workspace
When a sheet, report, or dashboard exists in a workspace, it's available to anyone who has sharing permissions for the workspace. Even when it's in a workspace, the item can be shared at the item level, so that people who don't have access to the workspace can still have access to the item.
Here's how you can give someone access to an item that's located in a workspace:
- Open the workspace where the item you want to share is located.
- In the top right corner of the item, select Share.
- Select the Invite Collaborators box and type or select contacts.
At the bottom of the form you see This sheet, report, or dashboard is in a workspace. If you have permissions to access the workspace, you also see the name of the workspace.
- To share the item only, select Share. To share the workspace, select Share Workspace.
When items and workspaces are shared, you see the Shared to Sheet, Report, or dashboard via workspace icon and/or the Shared to Sheet, Report, or dashboard only icon next to the permission levels in the Collaborators section of the sharing form. These icons show how the item has been shared with the various collaborators.