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ProductsPricingGlossary Launch Acho
  • 🎉Welcome
  • Introduction
  • What is Acho?
  • How does Acho work?
    • Proof of Concept (PoC)
  • App Builder
    • Get Started
    • Core Concepts
    • Overview
    • App construction
      • App Configuration
      • Pages
      • Interactions
        • Add an interaction
        • Add conditions to interactions
        • Event payload
        • Ordering interactions with action flow
        • Transformer
        • Actions
          • Navigation
          • Element
          • Data Source
          • App
          • Page
          • API Service
          • Database
          • Media Service
      • Table
      • Metric
      • Query
      • Data Store
      • Elements
        • Table & Chart
          • Searchable Table
          • Table
          • Chart
          • Score Card
        • Form Elements
          • Form
          • Search Bar
          • Checkbox
          • Date Picker
          • Custom Form
          • Input
          • Multiselect
          • Radio Button
          • Radio List
          • Rich Text Editor
          • Select
          • Switch
          • Textarea
          • Upload
        • Web Elements
          • Badge
          • Button
          • Clickable
          • Collapse Menu
          • Divider
          • Icon
          • Image
          • Link
          • Message
          • Modal
          • Notification
          • Pagination
          • Popover
          • Rate
          • Rich Text
          • Tabs
          • Text
        • Layout Elements
          • Container
          • List
        • Advanced elements
          • Code Block
          • Condition
          • Print
        • CSS Styles
          • General techniques
          • Layout
          • Spacing
          • Size
          • Position
          • Typography
          • Background
          • Border
          • Effect
        • Form Check
        • Tooltip
      • Accessors
      • Plugin Store
    • Popular Use Cases
      • Build a chart from Table Nodes
      • Create a table
      • Create a list
      • Create a filter
      • Create a search bar
      • Use Custom Form Container to collect user inputs
      • Drill down on a table
      • Download file from query node
      • Set loading animations
      • Modify a database
      • Navigate to a different page
      • Set up dynamic routing
      • Update app data using accessors
      • Create a Chart with Code Block and D3 Library
      • Rich text and rich text editor
      • Send an Email via Mailjet Plugin
    • Preview
    • Publish
      • Embed published app on website
    • Version Control
    • App User Management
      • Onboarding Page
      • Sign in page
      • Guest Isolation and Private Session
    • Theme
    • FAQ
  • Acho Studio
    • Quick Start
    • Resources
      • Add a resource
      • Supported data sources
        • Airtable
        • Amazon Ads
        • Amplitude
        • Amazon Seller Partner
        • Apify Dataset
        • Appstore
        • Asana
        • API Connector
        • API Template
        • AWS CloudTrail
        • Azure Table Storage
        • Batch Files
        • Bamboo HR
        • BigCommerce
        • BigQuery
        • Bing Ads
        • Braintree
        • Cart.com
        • Chargebee
        • Chargify
        • Chartmogul
        • Clickhouse
        • Close.com
        • CockroachDB
        • Confluence
        • Customer.io
        • Delighted
        • Dixa
        • Drift
        • Facebook Marketing
        • Freshdesk
        • Freshsales
        • Freshservice
        • GitHub
        • GitLab
        • Google Ads
        • Google Analytics
        • Google Sheets
        • Google Search Console
        • Greenhouse
        • Harness
        • Harvest
        • HubSpot
        • IBM Db2
        • Instagram
        • Intercom
        • Iterable
        • Jenkins
        • Jira
        • Kafka
        • Klaviyo
        • Kustomer
        • Lemlist
        • Lever Hiring
        • LinkedIn Ads
        • Linnworks
        • Mailchimp
        • Marketo
        • Microsoft Teams
        • Mixpanel
        • Monday
        • MongoDB
        • MySQL
        • My Hours
        • NetSuite
        • Notion
        • Okta
        • OneDrive
        • OneSignal
        • Oracle DB
        • Outreach
        • PagerDuty
        • Paypal Transaction
        • Paystack
        • Pipedrive
        • PersistIq
        • Pinterest
        • Plaid
        • PostgreSQL
        • PostHog
        • PrestaShop
        • Qualaroo
        • QuickBooks
        • Recharge
        • Recurly
        • Remote File
        • S3
        • Salesforce
        • Salesloft
        • SearchMetrics
        • Sendgrid
        • Sentry
        • Short.io
        • Shopify
        • Single File
        • Slack
        • Smartsheets
        • Snapchat Marketing
        • Snowflake
        • SQL Server
        • Square
        • Stripe
        • SurveyMonkey
        • Tempo
        • TikTok Marketing
        • Trello
        • Twilio
        • Typeform
        • VictorOps
        • WooCommerce
        • YouTube Analytics
        • Zendesk Chat
        • Zendesk Sunshine
        • Zendesk Talk
        • Zendesk Support
        • Zenloop
        • Zoho CRM
        • Zoom
        • Zuora
    • Data Prep (Projects)
      • Create a Data Prep Project
        • Create a table tab
        • Copy a table tab
        • Hide a table tab
      • Apply an action
        • View
          • Hide Columns
          • Filter
          • Sort
          • Cut
          • Rename
          • Move Column
        • Combine Tables
          • Join
          • Union
        • Transformation
          • Pivot Table
          • Unpivot
        • Data Cleaning
          • Cleanse
          • Replace
          • Change Type
          • Deduplicate
          • Split
          • Flatten
        • Tools
          • Formula
          • SQL Editor
            • SQL Editor Queries
            • All functions in Formula/SQL
              • Mathematical Functions
              • String Functions
              • Date Functions
              • Datetime Functions
              • Time Functions
              • Timestamp Functions
              • Conditional Functions
              • Type Conversion
              • Other Functions
        • Reserved Keywords
      • Pipeline
      • Edit your pipelines
      • Generate column summary for inspection
      • Use URL to access and share your project
      • Write a description for your project
      • Delete a resources/project/tab
    • Data Flow
      • Export data
        • Download CSV files
        • Excel Connector
        • Google Sheets Connector
        • Embed a table on your website
          • Data Usage Agreement
        • Apache Superset
        • Chartio
        • Looker
        • Metabase
        • Power BI
        • Qlik
        • Tableau
        • MongoDB
        • MySQL
        • MSSQL
        • Snowflake
        • PostgreSQL
        • BigQuery
    • Set up Data Sync
    • FAQ
  • Organization
    • Get started
    • Create an organization
    • Invite people to your organization
    • Share your resources
    • Share your projects
    • Share your apps
    • Change payment method on file
  • FAQ
    • I can't find data after uploading a big CSV file
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On this page
  • Share projects
  • Visibility settings
  • Roles and Permissions
  • Roles
  • Permissions
  • Change roles or edit permissions
  • Leave the project

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  1. Organization

Share your projects

PreviousShare your resourcesNextShare your apps

Last updated 7 months ago

Was this helpful?

Share projects

1. Navigate to the Workspaces page.

2. Click the dropdown menu next to the project that you want to share and click Share. (Note: Only the project creator and admin can see the Share button)

Visibility settings

When you create a new project, you can choose whether to make it visible to all members of the organization. By clicking the dropdown under "Seen by", you can decide who can see your resource.

  • Shared members: Only the members who have permission to access the project can see the resource on their Resource page.

  • All members: All members (except for the guests) in the organization can view the project and request permissions.

Roles and Permissions

Roles

The Creator is the one who creates the project. The Creator has full privileges on the project. Each project has only one Creator.

Admins have almost the same privileges as the Creator. However, the Admins cannot change the role of the Creator and approve the access requests from organization members. A project can have multiple Admins.

Editors can modify, sync, and export the resource but cannot share it with others and change the permissions of any existing shared users.

Viewers can only see the project on their Workspaces page but cannot do anything with it. They have to send requests to get more permissions.

Permissions

There are two types of permissions:

Share user access

It is to determine how a shared user can do for the project.

  • View: can see the project on the Workspaces page.

  • Edit: can rename and delete the project, and apply actions in the project.

  • Import: can add new tables to the project.

  • Export: can export data from any table in the project.

Manage asset access for user

It is to determine how a shared user can do for the project access of another shared user.

  • View: can see the list of the users who can access the resource.

  • Edit: can share the project with another user or change the permissions (or roles) of the existing shared users.

Permissions
Creator
Admin
Editor
Viewer

Share user access

- View

- Edit

- Import

- Export

Manage asset access

- View

- Edit

Change roles or edit permissions

Leave the project

If you don't need to access some of the projects anymore, you can go to the Workspace page and leave the project by clicking the Leave button next to the project name. Once you leave the project, you cannot access the project anymore unless request permissions again. (Note: the project Creators cannot leave their projects.)

3. Type one or more email addresses, define the and click Invite. Now, your recipients can see the project after refreshing their pages.

Creator

Admin

Editor

Viewer

You can click the Share button next to the project name and then you can see the list of the shared users. You can change the role of a team member by clicking the dropdown next to his name. (Note: only the project have the privilege to edit permissions.)

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