Data Source Sharing with Specific Users

Section header image mobile

You can collaborate with Coefficient by sharing data sources directly with designated users. This feature streamlines workflows by providing targeted access, ensuring data security while sharing it only with relevant individuals within your organization.

Share a Data Source Connection

FAQs for Data Source Sharing with Specific Users

 
 
 

Share a Data Source Connection

1. Open the Coefficient sidebar and click Menu.

MenuIconUpdated.png

2. Select "Connected Sources".

 

ConnectedSources.png

3. Locate the Data Source Connection you would like to share. When you hover over the connection, 3 vertical dots will appear. Click "Manage Connection" from the listed options. 

Screenshot 2024-05-03 at 5.19.09 AM.png

4. In the Connection settings, toggle the "Share connection with your team" switch, then click "edit."

Screenshot 2024-05-03 at 5.38.16 AM.png

5. Here, you can share this connection with "Everyone at my domains" or Specific users at my domains".  If you choose to share with specific users, you will need to enter their emails here and then click Save. 

Screenshot 2024-05-03 at 5.42.34 AM.png

FAQs for data source sharing with specific users

How can I enable this feature for my team?

This feature is currently available for our Enterprise plan customers. Please have your Coefficient Admin reach out to our support team for assistance. (support@coefficient.io)

 

Was this article helpful? 0 out of 0 found this helpful