You can easily share your Insight Booster project with others by following these steps:
Go to your list of Insight Booster projects.
Open your Insight Booster project and select a view. Then, click the “Share” icon.
As part of share configurations, you will see the following fields:
Number 1 - Invite members from your organization: You can add members from your organization by entering their email addresses.
Number 2 - Choose role: Select a role for each member:
Viewer: Can view results but cannot modify project settings.
Editor: Can access results and change project settings.
Note: Viewer mode may not be available for all resource types.
Number 3 - Add: Click “Add” to confirm and add the entered email address.
Number 4 - Copy email address: Use this button to copy the email addresses of all added members.
Number 5 - Members with access: Displays a list of added members along with their assigned roles.
Number 6 - General access: When setting general access, you can choose between two options:
Restricted: Only members you’ve explicitly added can access the shared view. Others will not be able to open the link, even if they receive it.
Anyone with the link: Anyone who has the link can view the output, even if they haven’t been added individually.
By default, the setting is Restricted (as shown in the screenshot below), but you can change it at any time depending on your sharing needs.
When you switch access to “Anyone with link” you’ll see options to copy a public link or generate an embed code. Click the copy button to copy the link, then save your changes.
The embed code allows you to integrate the shared view into an external webpage, dashboard, or internal platform.
Regardless of the view you use to share the project, recipients will have access to all views, except for the Research Chatbot and the Report.