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  3. Market Analytics - Building Workbooks

Sharing Folders & Workbooks

 

Sharing folders and workbooks allows your team to work off the same dataset. The Teams feature within EDITED makes it easy for you to share workbooks with your team members.

First, ensure you're working from the team you'd like to share a folder with. To access teams you've joined, click on the down arrow in the upper left corner of your screen. 

 

 

Navigate to the Analysis homepage. Once here, you'll see the option to create a new folder, access previously shared team folders, or transfer your personal folders to team folders. 

To create a new folder that is shared with your team, click New Folder. You'll then have the option to share that folder with your whole team, or make it a private folder. 

 

To make a private folder a team folder, click on the three grey dots next to the name of the folder you want to share. 

Select 'Move to Team Folders' to share your folder. 

Once you have moved it to a Team Folder, it will be visible to everyone in your team. Your colleagues will be able to access and edit the workbooks that are saved within this folder. When they Save As on these workbooks, they will be saving down a new copy for themselves and your workbooks will remain unchanged, even if they sit within a shared team folder. 

 

 

 

You can also share individual workbooks by using the ‘Copy Link” button at the top right of the page. You must have first saved your workbook to enable this option. You can not share workbooks using the page URL.