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Sharing models in Logica
Sharing models in Logica

Share your Logica models to collaborate with colleagues

Carissa Castro avatar
Written by Carissa Castro
Updated over a week ago

Overview

This article describes the following topics related to sharing models in Logica:


Share a model with another user

Collaboration is at the heart of Logica. To begin working on models in realtime with your colleagues, click the "Share" button in the top right navigation bar, shown below, to open the sharing view. Take note of the single profile image on the left--this indicates the model has not been shared with anyone else and is only available to the owner. Once you have added additional users, their profile avatars will be shown along with yours.

Enter the email address of the person you'd like to share the model with, select their sharing permissions (Editor, Contributor, or Viewer), and click the "Add" button.

When a user is added to a shared model, they will receive an email inviting them to view the model and, if necessary, to create a new Logica account.

As the owner of a model, you will also receive an email notifying you that your model has been shared with a user.


User permissions

The permission dropdown has three options: Editor, Contributor, and Viewer.

Editor

An editor has the most permissions of the three; An editor can create scenarios and views, edit view settings, and edit models in the canvas and table.

Contributor

A contributor can edit the data in the view and scenarios they have been granted access to but cannot create new scenarios or new views. Below, you can see this limitation for a contributor when they've entered a scenario title that doesn't exist. For an editor, this would display a "Create 'New Scenario'" option in the dropdown. However, contributors do not have this option.

Similar to the limited permission for creating a new scenario, the below image shows what a contributor will see when attempting to create a new view--that functionality is not allowed so there is no option to "Create 'New view'".

Contributors also have restricted view settings permissions: they cannot edit any settings for views that they have permission to access. The image below shows how view settings are disabled (greyed-out) for contributors.

Viewer

A viewer has the least amount of permissions: they have view-only (or read-only) access to the view(s) for which they've been permissioned and cannot edit any data or view settings and they cannot add new scenarios or views. The image below for a viewer includes the "(view-only)" label to notify the user of their permissions.

Similar to the contributor, a viewer will have no option to create a new scenario.

Likewise, a viewer will have no option to create a new view.


Change a user's permissions

To change a user's permissions, click on the "Share" navigation item and click the arrow icon to the left of the user's avatar in the access menu. Any changes to a user's permissions will be effective immediately.


Remove a user

To remove a user from accessing a model, click on the "Share" navigation item and click the delete button (trashcan icon) for that user (shown below). If a user's access is accidentally removed, or you would like to add them again at a later date, simply add their Logica account email to the shared group again.


Notifications about shared access

Logica provides immediate notifications about which users have viewed a model and when they accessed it. The image below shows the notification button (bell icon) with the number "1" in a red circle. This indicates there is an unread notification.

Clicking on the notification button, in the case below, reveals that "Jane Doe viewed 3 Statement Model" seven minutes ago.

Display when other users are active in the model.

Logica also provides a new display around the other accounts with access to the model when they are viewing or working on the model. You will be able to see their account alongside a green circle icon indicating their presence next to the "Share" button.

Additionally, you will be able to see all of the accounts which are currently viewing the model by clicking on the share button. This will take you to the share model menu as seen below.


What's next?

  • Now that you're sharing models with teammates and stakeholders, make sure you're using scenarios to take full advantage of the power of Logica!

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