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How do I share a Workbook?
How do I share a Workbook?
Edwin Ng avatar
Written by Edwin Ng
Updated over a week ago

In this article, we will show you how to share your Workbook.

  1. In the Left Navigation Panel, move your mouse over the Workbook you want to share.

  2. Click on the Ellipsis next to the Board to open the Board Menu.

  3. Select "Share Workbook".

  4. Add the User Group(s) or User(s) to share the Workbook.

  5. Assign User Permission(s) for each User Group or User added.

  6. Click "Save" to confirm the new settings.


Note: Only Workbook Owners or Admin users may share the Workbook. In addition, Users will maintain their admin access if this was granted either at the Board level or at the Workbook level. Individual Board access can still be shared with other users/user groups.


To share a Workbook (To enlarge, right-click and open in new tab).

To continue learning about Workbooks, please follow the link back to the Workbook Index.


Please do not hesitate to reach out to MSIGHTS Support via the messenger chat window at the bottom right-hand corner of your screen or with the button below for any questions, support, or feedback. We'd be happy to help!

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