Sharing A Metadata With Other Organization

This article will elaborate about how to share metadata with other organization.

Using Helical Insight you can fulfill all your data security conditions at a metadata level. To know more, how to define a data security condition click here

In this blog we have covered individual metadata file sharing. You can also share a folder and then all the files and subfolders of that folder will get shared. It is also known as Bundled Sharing

Following are the steps to share the metadata:

  1. Open the File browser from the Home page.

    2. Sharing A Metadata With Other Organization

  2. Browse to the metadata file that needs to be shared. Right click and click on Share.

    3. Sharing A Metadata With Other Organization

  3. The following popup will show. Click on Organizations.

    4. Sharing A Metadata With Other Organization

  4. Select the check box next to the organization that you want to share the metadata with.

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  5. Select the type of access that you want to give after sharing the metadata to the organization.

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  6. Click on Share. Your metadata has been shared with the required organization.

    7. Sharing A Metadata With Other Organization

If you want to share the metadata with a particular user or a particular role within the organization, go to the respective tab and then give the permission as required. Please note that this permission will over-ride the permission given at the organization level.

For example, if you have given “Read Only” access to all the users within an organization level and then you give “Read + Write” access to a particular user, then the permission “Read + Write” will over-ride “Read Only” permission for that particular user.

Note: You can only share with a user/role who is part of your organization and not outside your organization. Whereas a superadmin can share across any organization.

The above mentioned steps can also be used for sharing across roles, users etc.

For more info, contact us at support@helicalinsight.com

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