Sharing

Sharing lets you hand someone a link to a resource so they can view and export its contents without needing a full seat in your workspace. It's the easiest way to collaborate with stakeholders, clients, or external reviewers.

What's shareable

Sharing today supports datasets generated by a pipeline (visible in the Data Vault) — the Share button appears on pipeline-produced datasets. Sharing for manually imported datasets and for visualizations is coming soon.

Who can share

Only users with the Project Admin role (or higher) can create and manage share links, and only for resources they're authorized on. Viewers and Contributors will not see the Share button.

Creating a share link

1. Open the dataset in the Data Vault.
2. Click Share in the dataset toolbar.
3. On first open, the dialog shows Create share link. Click it.
   • This creates a Restricted link by default (sign-in required, only people you add can view).
4. To switch to a public link, toggle "Anyone with the link can view".
5. Click Copy to copy the URL. Send it however you like (email, Slack, etc.).

Only one link per access mode can exist per resource. Re-opening the dialog will show the same URL — clicking Create again does not mint a new link.

Access modes

Adding people to a restricted link

With the access toggle set to Restricted:

1. In the Add people field, type one or more emails. Multiple emails can be separated by commas.
2. Click Add.
3. If an email belongs to an existing member of your org, they're added immediately and receive a share notification email.
4. If an email is not on your team yet, a confirmation banner appears explaining they'll be invited. Click Send invite to confirm, or Cancel to abort.

What recipients receive

• Existing Pipelines users: an email with a direct link to the shared resource. They sign in normally.
• New users: the same email plus a magic sign-in link that creates their account as a Viewer and lands them directly on the shared resource. They don't choose a password.

Removing access

• Remove one person: hover a row in the grants list and click the X. Their access is revoked on the next page load.
• Revoke everything for this resource: click Revoke all access at the bottom of the dialog, then Confirm. This revokes both the public and restricted links for the resource at once. A new link can be created later; it will have a fresh URL.

What the recipient sees

The shared viewer is read-only and scoped to a single resource — recipients cannot see anything else in your workspace. They can export the resource as CSV, JSON, or ZIP (the ZIP bundles any associated files).

Expiration

Share links are valid for 7 days from creation. Configurable expiration is in the works. When a link expires:

• Visitors see a Link expired screen.
• To reinstate access, open the Share dialog again and click Create share link; the expired link is automatically revoked and a new 7-day link is generated.

Common mistakes

• "I don't see a Share button." The dataset was imported (not produced by a pipeline), or your role is below Project Admin.
• Typo'd an email. A pending account is created under that misspelled address. Remove the grant from the dialog; if needed, your org admin can clean up the pending user.
• Clicking Create multiple times. You'll get the same URL back — one active link per access mode per resource.