When sharing your Visor workbooks with clients, customers, or other external partners, it's important to follow the best practices in this article to:
- Ensure data integrity and security
- Prevent clients from accessing each other's projects
- Prevent clients from accessing your internal-only or sensitive workbooks
- Provide a superior experience for external clients and stakeholders
There are two main approaches you can take to ensure the integrity and security of your data when sharing Visor workbooks with external clients, customers, stakeholders, and partners.
Approach 1: Set Sharing Permissions To Private On All Workbooks
To prevent clients accessing workbooks in your workspace that they are not intended to have access to (for example, workbooks for other clients, or workbooks intended for internal viewing only), you can set the sharing permissions for all workbooks in your workspace to “Need an invite to view (private).”
To do this, click the “Share” button in the top right corner of your workbook window:
Then click the dropdown menu at the bottom of the Workbook Access window, and select “Need an invite to view (private):
This approach of setting all workbooks to private is generally recommended for working with 1 external client at a time per workspace. Remember, all newly created workbooks should be set to private as well to prevent unintended visibility and access.
Approach 2: Create a Dedicated Workspace For Each Client - Most Secure
The cleanest, most secure option when sharing Visor workbooks externally is to create a dedicated workspace for each client.
This is especially useful when you are sharing Visor visualizations with multiple clients. It prevents clients from seeing the workbook of another client and provides a better experience for your clients.
Why is this the best approach?
This is the best approach for sharing with clients and customers because:
- It provides the maximum level of protection for clients’ projects and data
- You can create different access levels within that workbook, for example, for different members of your client’s team
- Clients find it easier to navigate and find their workbooks
- If desired, clients can share access to the workspace
How To Create Dedicated Workspaces
To create a new workspace for a client simply go to https://app.visor.us/start and click the “Create a new workspace button”.
Once you are in the new workspace you can change its name, share with your client and members of your team, and create your client’s workbooks.
Removing Access From Clients and Other External Partners
If you no longer want a client or other user to have access to any particular workbook just follow the instructions under “How to Remove a User from a Workbook” in this article.