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How to Share a Folder in Sales Analytics

Ray avatar
Written by Ray
Updated over 2 months ago

In Revlitix's Sales Analytics, sharing folders is essential for collaboration. However, only users with specific permissions can share folders.

This guide clarifies who can and cannot share folders.​

Understanding Sharing Permissions

Who Can Share a Folder?

Owners Access: The owner of a folder and any user who has been granted 'Edit' access have the ability to share the folder.
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This enables them to manage collaboration and ensure that the right team members can access the necessary data.

Who Cannot Share a Folder?

View and Edit Access Only: Users with 'View' and 'Edit' access to a folder cannot share it.

Their permissions are limited to viewing the contents of the folder without the ability to alter it or manage its shared access.

To share a folder in Sales Analytics, ensure you are either the folder owner or have been granted 'Edit' access.

This permission structure maintains data security and proper access control within your workspace.​

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