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Option 1: Adding individual users to a dataset
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Step 1: Select the DATASET you wish to share with a trusted partner.
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Step 2: Select ADD Users from the Workflow.
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Step 3: Add the EMAIL addresses of your trusted partners.
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Step 4: Decide the User rights on this dataset. Options include: Publisher - has the right to add new data and publish the data. Provider - has the ability to add new data and change the information. Viewer - can only view the dataset.
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Step 5: Confirm you are ready to add these users.
Each new user will receive an email with a link to either join uSmart or see the shared dataset.
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To delete a user click on the ‘Red Bin’ icon |
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Step 6: You will see that the number has increased in the ‘Shared with’ section.
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Option 2: Adding a Group of users to a dataset
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Step 1: Go to the Management page and select 'Sharing'.
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Step 2: Create a new group by clicking on the '+' icon.
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Step 3: Create a new User Group and select the dataset you wish to share.
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Step 4: Decide the User Group rights on this dataset. Options include: Publisher- has the right to add new data and publish the data. Provider - has the ability to add new data and change the information. Viewer - can only view the dataset.
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Step 5: You have now created a new User Group and the next step is to Add Users.
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Step 6: Select the User group and add the email address for each user. The Role is the same for every user in this group.
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Step 7: Add the email address for each new user. Each new user will receive an email with a link to either join uSmart or see the shared dataset.
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Step 8: The dataset now has a ‘Shared with 1 group’ displayed in the Workflow.
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You can delete a Group at any time by clicking on the ‘Red Bin’ icon on the Dataset or in the Management section. |