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Briefs are built to be shared — on your terms. As the owner, you control who sees, runs, or edits each Brief. Access is set at the moment of creation and can be updated anytime. See RBAC & Access for the underlying permission model.

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How to share a Brief

1

Open a Brief

Click any Brief card from your feed to open it. The sharing control is accessible from inside the Brief.
Opening a Brief from the Briefs feed
2

Select your privacy level

Choose Private, Shared, or Public to set who can access the Brief.
Selecting a privacy level — Private, Shared, or Public
3

Add people or groups (if Shared)

If you selected Shared, pick the people or groups and assign each View or Edit & Run permissions.
Picking users or groups and assigning view or edit permissions
4

Confirm

Review your settings and click Confirm. The privacy icon on the Brief card updates immediately.
Confirming the sharing settings to save access control
5

Download as PDF

Click Download to save the Brief as a PDF if you need a hard copy.
Clicking Download to export the Brief as a PDF
Sharing controls are also available inline during Brief creation — so your Brief is ready to share the moment it’s saved.

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What’s next

RBAC & Access

The full permission model governing datasets, dashboards, and features.

Creating a Brief

Set sharing preferences right inside the creation flow.

Briefs overview

Back to the Briefs feature overview.