How to share MyProjects
Share a reporting workbook of charts with your team
Need your team to see the same charts? Sharing a MyProject does just that. Whether it’s for reporting, planning, or discussion, colleagues can open your project and know they’re looking at the exact same view. It’s presentation-ready, exportable, and only you can edit it, so it's protected from any accidental changes.
Sharing MyProjects
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In Interact, open MyProjects.
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From the dropdown, select the project you want to share.
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Click Share in the top-right corner.
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Search the name of the colleague you want to share with.
ℹ️ If your colleague doesn’t appear, they may not yet have access to SystemView. See How do I request access SystemView for guidance. -
Hover over their name and click Share.
The colleague will now see the project under SharedProjects in their SystemView environment and receive an email notification to let them know it's been shared with them.
ℹ️ To stop sharing, open the Share menu and click Remove next to the person you no longer want to share with.
💡 Quick tip: Only the owner of a MyProjects can edit it and share it with others. People it’s been shared with can only view and export it. However, SharedProjects can be duplicated to make a personal editable copy. See How to make your own copy of SharedProjects for more details.
Interactive Guide
See this interactive guide for a step-by-step demo of sharing MyProjects.