Skip to content
Release: Australia · Updated: 2026-07-09 · Official documentation · View source

Share a KPI Composer project

You can share a KPI Composer project that you own or that you are responsible for. You can provide the user with either read-write or read-only access.

Prerequisites : Create a KPI Composer project

Before you begin

Role required: sn_kpi_composer.user (own project), sn_kpi_composer.admin (any project), admin. No role required for responsible user or user with edit access from project sharing.

About this task

When you share a project with the right to edit, that user has the same rights technically as a responsible user. The difference has to do with project management: A user who has had a project shared with them simply can edit the project, whereas a responsible user is responsible for the successful implementation of the project.

Procedure

  1. Navigate to All > KPI Composer and create or open a project.

  2. Click the Sharing icon on the toolbar (

Image omitted: kpi-composer-share-icon.png
\).
  1. Click Add groups and users.

  2. Type to search for either a group or a user.

Image omitted: kpi-composer-share.png
Share tab of KPI Composer sidebar, with autocompleting user field
  1. Select either Can view or Can edit access.

  2. Select Share or Cancel.

Parent Topic:KPI Composer projects

Previous topic:Write journal entries for a project

Next topic:Export a KPI Composer project