Save and Share

Once you've built your discovery, you can save it to the required content folder location, and share it with other Pyramid users. Depending on the roles assigned to those users, they may be able to view your discovery, interact with it, modify it, or use it to build presentations, publications, infographics, and advanced calculations.

Save your Smart Discovery

There are 2 ways to save your smart discovery:

Save from Smart Discover

Click Finish to open the Save As dialog.

From the Save As dialog (see below), select the required folder location, name your discovery, and click Save. Your discovery will be saved and opened in Discover Pro.

Save from Discover Pro

Click the X to close Smart Discover.

Your discovery will automatically be opened in Discover Pro; click the save icon to open the Save As dialog. Choose folder location where the discovery should be saved, name your discovery, and click Save.

Folder Types and Sharing

You can manage who has access to your discovery based on the folder in which you save it. The folder tree in the Save As dialog displays three main folders: My Content, Workgroup Content, and Public Content. You must save your discovery within one of these parent folders or use Favorites to access a favorite folder.

Folders

The Folders panel contains a Favorites shortcut (yellow arrow) and the folder tree (purple highlight). Navigate through the tree and select the folder that you want to save your item to.

Favorites

Use the Favorites option to access those folders that you have flagged as "Favorites." The Favorites option is not a folder, it is a shortcut that allows you to go to your most commonly used or preferred folders without having to navigate the tree. When you access a Favorite folder in the Save dialog, you are actually saving the file to the location in the tree that you flagged as a favorite.

  • Click here for more information about Favorites in the Content Manager

Folder Tree

You can choose where to save your content to in the folder structure. You are presented with those folders that you have WRITE access to. Once inside the folder tree, you can also access the folder navigation bar (orange arrow above) to more easily move around and add new folders to the tree on the spot (green arrow above).

  • My Content: The content in this domain is private. You should save to this folder when you don't want to share your content with others yet. Note that Admins will be able to see this content.
  • Workgroup Content: Group content is made READ and WRITE accessible to other users who share your security roles.
  • Public Content: Public content is made accessible to all user roles DEPENDING on the role security of the folder or item.
  • Click here for more details about the folder structures
Auto set folder roles

By default, Pyramid automatically sets role access to items saved in the Public Content folder. If you want to set role access to your content item manually, clear the Auto set folder roles checkbox on the Save dialog, then click Next.

You will then be able to set Read (view), Write (edit), and Manage (set role access) permissions by role.

  • Click here for more details about setting role access to content.

Learn More

Click here for more details about saving discoveries, including setting permissions for public content, navigating the Save As dialog, tagging content, and more.