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Share a Plan

This section provides an overview of sharing plans with other users for collaboration on the same plan.

You can share plans with one or more users to work together on the same plan. You can share the plan through the Plans page.

Note

Sharing may need to be enabled in your environment. For more information, seeWorkspace Settings Page.

Limitations

  • When a plan is shared, the assets of the underlying tasks are not shared directly.

  • The plan can be executed only if the user has access to all the underlying tasks.

  • Plan schedules cannot be shared with users.

Permissions

When a user is provided access to a plan, the user becomes a collaborator on the plan and is assigned a subset of the permissions assigned to the owner of the plan. If the user has minimal permissions for overall plans then sharing the plan as collaborator would be downgraded.

Note

A collaborator on a plan cannot delete the plan.

Note

In addition to the shared plan, you must have collaborator access to all underlying assets to execute a plan.

For more information, see Overview of Sharing.

Steps

  1. From the home page of the Alteryx Analytics Cloud,navigate to Plans.

  2. In the Plans page, hover over the plan to share.

  3. Click the Share button that appears.

    Note

    You must be the plan owner or an admin to share a plan. Plan collaborates may share depending on the workspace-level access assigned to their role.

    Note

    Users who have been shared plans must have share-level access to the underling assets in order to execute the tasks in the plan. Plan schedules cannot be shared.

  4. In the Share dialog:

    1. Enter the email addresses of one or more users with whom you wish to share. Users must be members of the project or workspace.

      Tip

      You can paste in a comma-separate list of email addresses.

    2. From the drop-down, select the level to which the user or users has access.

  5. To share the plan with the listed users at the selected access level, click Share.

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