When someone shares a Pyramid artifact with you, you'll get an email invite. If you're new, this starts your onboarding (that is, getting set up as a user). If you're already a user, just follow the link to view and interact with the shared content. This topic describes how you can interact with shared artifacts.
Artifacts include presentations or discoveries.
Note: What you can do once you follow a Share Link differs depending on whether you are created as a Viewer, Analyst, or Pro user in Pyramid. This topic describes the share functionality you will typically see if you are a Viewer; follow the other links for information about the other user types.
What can you do in the Viewer?
If you are a Viewer, you are granted the following access to shared artifacts:
View Shared Artifacts
Shared Items
When a Sender invites you to share an artifact, it is typically "copied" to your Shared Items folder (under My Content):
- The artifacts in this view stay connected to their original. This means that, if the original changes, you’ll see the updated version.
- You can open and explore these shared artifacts, using the context menu (example above) to access the relevant functions.
- You can use the Remove From Shared Items option on the context menu to remove the shared artifact. This does not delete the original artifact, it removes your shared "copy" from this directory.
Because you are a Viewer, you cannot save any changes you make to the original shared item. However, if your user profile allows a high interactivity level, you can make changes and then use Save As to save a copy of the shared artifact in My Content. For example, if you use Analyze Further to explore a shared discovery and want to save the updated artifact and perhaps even share it yourself!
Public Items
Some Public artifacts may, alternatively, be shared in their Public directory. In this case, the shared artifact is shared in its original location and is subject to the Roles assigned by the administrator.
Interact with Shared Artifacts
Viewers can use the different functions available in the discovery viewer or runtime presentation to navigate around the artifact, interrogate it using the Chatbot, gain insights on the data in the Smart Insights panel, do some analysis using Analyze Further, and print the shared artifact. They may also add actionable annotations that other users can see and respond to through an associated Workflow.
Share with Other Users
Remember that you can also use the Share option in the overhead menu (for a discovery only), Hamburger menu (for presentations or discoveries), or the CMS or the Print dialog, to share the artifact with other users:
- Click Share from one of the available locations:
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Type each recipient’s email address into the Recipient List field.
- Click one of the Send options:
- Click Send Export if you want to export the artifact as, say, a PDF attached it to an email.
- Click Share Link if you want to share a link to the artifact in Pyramid. This is recommended as it allows you to retain control over your artifact and grants your recipient access to the various analytics tools available in the Viewer.
The Share Content dialog opens.
These are the target users you want to share your artifact with. Type each email address individually or paste a comma-separated list of addresses using Ctrl+V.
Tip: Type @ and a name, or an email address with an @, to find users from your system.
Send Export
If you did not open the dialog from the Print & Export dialog, you will need to select the options for your shared file as if you were printing the content locally. Once you are done, click Share to send the exported artifact as an email attachment.
Share Link
Given your status as a Viewer, your share will need to be authorized by an administrator before your recipients receive their invites. The Administrator will receive a notification telling them about the share request, which they will authorize or deny in the Admin Console. If they authorize the share, the recipients will each receive an invitation to view the artifact by email.
Need More Access?
If you need additional permissions; for example, if you want to collaborate on editing a discovery that was shared with you or if you believe you should be able to authorize your own sharing; you should contact your administrator to request a different level of access.