Share content

Sharing content with your team keeps everyone aligned on key metrics, reduces duplicated work, and ensures stakeholders have access to the insights they need. Cube lets you control exactly who can see and edit each piece of content — from individual users to your entire organization.

What can be shared

You can share the following content types:

• Workbooks — share the full workbook including all tabs and reports
• Dashboards — share published dashboard views with stakeholders
• Explorations — share saved explorations from Analytics Chat, the Explore page, or dashboards

Shared explorations are also available to users through the Google Sheets and Microsoft Excel integrations, allowing them to pull exploration results directly into their spreadsheets.

Access levels

Sharing permissions are organized into three levels:

The creator of a piece of content automatically receives Full access.

When sharing is set at the folder level, content inside the folder inherits those permissions. See Permission inheritance for details.

Sharing with users and groups

To share content with specific people or groups:

1. Open the workbook, dashboard, or exploration you want to share.
2. Click the Share button.
3. In the Share dialog, type a name or email in the search field to find users or user groups.
4. Select the desired access level from the dropdown next to the user or group.
5. Click Invite.

{/* Screenshot: Share dialog showing the user/group search input, access level dropdown, and Invite button. A user and a group should be visible in the "People with access" list with different access levels. */}

Invited users and groups appear in the People with access list. You can change their access level or remove their access at any time from the same dialog.

Changing access for existing collaborators

To update a collaborator's access level:

1. Open the Share dialog for the content.
2. Find the user or group in the People with access list.
3. Select a new access level from the dropdown next to their name.

To remove access entirely, select Remove from the dropdown.

{/* Screenshot: Share dialog "People with access" list showing the access level dropdown open for one user, with "Can view", "Can edit", "Full access", and "Remove" options visible. */}

Sharing with your organization

You can make content available to everyone in your Cube Cloud account:

1. Open the Share dialog for the content.
2. In the General access section, change the setting from Only people invited to Organization.
3. Select the access level that all organization members should receive.

{/* Screenshot: Share dialog with the "General access" section expanded, showing the dropdown changed from "Only people invited" to "Organization" with a "Can view" access level selected. */}

When organization-wide access is set, individual users and groups can still be granted higher access levels. For example, the organization might have Can view access while a specific team has Can edit.

Permission inheritance

Permissions flow down through the folder hierarchy. When you share a folder, all content inside it — including workbooks, dashboards, explorations, and subfolders — inherits the folder's permissions.

Marketing (Full access for Marketing team)
├── Q1 Campaign Dashboard    ← inherits Full access
├── Revenue Workbook         ← inherits Full access
└── Weekly Reports           ← inherits Full access
    └── Week 1 Exploration   ← inherits Full access

How inheritance works

• Direct permissions override inherited ones. If a workbook has an explicit permission set, that takes priority over the folder permission.
• Closest folder wins. When multiple ancestor folders have permissions for the same user, the nearest folder in the hierarchy determines the effective access level.
• Inherited permissions are visible in the Share dialog. Users and groups with inherited access appear in the collaborator list with an indication of which folder the permission comes from.

{/* Screenshot: Share dialog for a workbook inside a folder, showing the "People with access" list where some users have a "via Marketing folder" inherited access badge next to their access level, distinguished from users with direct access. */}

Folder visibility

Users can see a folder if any of the following apply:

• They have been granted direct access to the folder
• They have access to a parent or child folder (ancestor folders are visible for navigation)
• They have access to content inside the folder

This ensures users can always navigate to content they have permission to view, even if they don't have explicit access to every folder along the path.

Sharing folders

Sharing a folder is the most efficient way to manage access for a collection of related content:

1. Navigate to the folder in the Workspace page.
2. Open the folder's action menu and select Share (or open the folder and click the Share button).
3. Add users, groups, or set organization-wide access as described above.

{/* Screenshot: Workspace page showing a folder's action menu with the "Share" option highlighted. */}

All current and future content added to the folder will inherit its permissions. This makes folders ideal for organizing content by team or project, where everyone on the team needs the same level of access.

Sharing explorations for spreadsheet integrations

When you share an exploration with a user, that exploration becomes available in the Google Sheets and Microsoft Excel add-ins. Users can browse their shared explorations directly from the add-in and pull the results into their spreadsheets.

This lets analysts share governed, pre-built queries with spreadsheet users who can refresh the data on demand without needing to use the Cube interface.