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Overview

A project is a private workspace holding your Flows, dashboards, tables, and connectors. Projects are private by default, so only you can see them. Sharing a project grants the people you choose access to everything inside it.
Sharing a project grants access to ALL of its content. To share a single dashboard publicly or export one, see Dashboard Sharing.

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Permission Levels

Viewers can view content, run Flows, apply dashboard filters, and export data. Editors can also build and edit Flows and dashboards and configure connectors.
Creator rights: Only the person who created a project can share or delete it. There is no separate “Owner” role, and ownership cannot be transferred. If the creator leaves the organization, Team Admins can still access and manage the project.

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How to Share a Project

1

Open the share dialog

On the project, click Share in the top-right corner (or the ”•••” menu, then Share Project). If you don’t see it, you are not the creator.
2

Add people

Enter a team member’s email, choose Viewer or Editor, and send the invitation. To add several people at once, use Bulk Add Users and select members from your organization. They receive a notification with a link to the project.
3

Manage access later

Reopen the share dialog any time to change someone’s role with the permission dropdown, or remove their access with the ”×”. Changes apply immediately.
Removing a user does not delete their past contributions (Flows, dashboards, comments). It only prevents future access.

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Organization-Wide Access

Instead of inviting individuals, you can open a project to all organization members at once from Project Settings under Organization Access:
  • Restricted (default): only explicitly invited users can access
  • Anyone can view: all members can view; only invited users can edit
  • Anyone can edit: all members can view and edit
Organization-wide access works alongside individual shares. Set “Anyone can view” for broad visibility, then grant specific people Editor access individually.

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Finding Projects Shared with You

Go to Projects → Shared with Me to see projects others shared with you, filterable by permission level, creator, or name. If you land on a project you can’t access, you can request access from the page and the creator can approve it. See Access Control.

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Sharing vs Publishing

A good habit is to share projects while you build, then publish the finished dashboards and Flows to team pages for broad consumption.

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Best Practices

Start with Viewer: Grant the minimum access needed and upgrade to Editor only when someone needs to make changes.
Review access periodically: Remove users who no longer need a project, and if you created important projects and are leaving, hand off to a Team Admin for continuity.