Sharing in Scoop goes far beyond sending a static deck. When you share a canvas, you're providing a live, interactive data application that updates automatically and lets viewers explore, drill, and filter—all in their browser.

Sharing Options

Click the Share icon in the upper right of your canvas to open the sharing dialog:

Private Sharing

Private links are accessible only to you:

• Use for work-in-progress dashboards
• Test changes before publishing
• Personal reference dashboards

When to use: You're the only one who needs to see this canvas.

Invitation-Only Sharing

Share with specific people who have Scoop accounts:

Setting Up Invitations

1. Select "Invitation Only"
2. Enter email addresses of invitees
3. Optionally set prompt restrictions (see below)
4. Send invitations

User Experience

Invitees receive an email with:

• Link to the canvas
• Instructions to log in (or create account)
• Any preset filters applied

Access Management

• Add or remove users anytime
• Track who has accessed
• Revoke access immediately if needed

When to use: Sensitive business data, team dashboards, client portals.

Public Sharing (Anyone with Link)

Create a public URL that anyone can access:

• No authentication required
• Works in any browser
• Embeddable in websites
• Shareable via email, Slack, etc.

Security Considerations

Public links expose your data:

• Filter to only what should be public
• Don't include sensitive customer data
• Consider using prompts to limit scope
• Monitor link usage

When to use: Marketing dashboards, public reports, website embedding.

Personalized Data with Prompts

The most powerful sharing feature: give each person their own filtered view of the same canvas.

How It Works

1. Create a canvas with prompts (e.g., Region selector)
2. Share with "Invitation Only"
3. Enable "Restrict Access with Prompts"
4. Set each invitee's prompt values

Example: Regional Sales Managers

Canvas: Company-wide sales dashboard with Region prompt

Benefits

• Single canvas: Maintain one dashboard for everyone
• Data security: Users can't see other segments
• Personalization: Each person sees relevant data
• Efficiency: No duplicate dashboards to maintain

Interactive Features When Shared

Shared canvases remain fully interactive:

Live Data Updates

Shared viewers always see current data:

• Data syncs overnight (or more frequently)
• No need to re-share after updates
• Viewers see changes automatically

Embedding in Websites

Public canvas links can be embedded:

<iframe
  src="https://app.scoopanalytics.com/canvas/YOUR_CANVAS_ID"
  width="100%"
  height="600px"
  frameborder="0">
</iframe>

Embedding Best Practices

• Size the iframe appropriately
• Consider mobile responsiveness
• Test interactivity within iframe
• Monitor public link usage

Sharing Best Practices

Before Sharing

1. Review data: Ensure nothing sensitive is exposed
2. Test prompts: Verify filters work correctly
3. Check permissions: Confirm invitee email addresses
4. Preview: View as each user type to verify experience

Naming and Organization

• Use descriptive canvas names
• Include date or version if relevant
• Organize canvases into workspaces by audience

Communication

When sharing, tell recipients:

• What the dashboard shows
• How often data updates
• How to use interactive features
• Who to contact with questions

Monitoring

For shared canvases:

• Track who accesses
• Monitor engagement
• Gather feedback
• Update based on usage

Managing Shared Canvases

Updating Content

Changes to a shared canvas appear immediately:

• Add/remove elements
• Update data sources
• Modify prompts
• Viewers see changes on refresh

Revoking Access

To remove access:

1. Open sharing settings
2. Remove individual users, or
3. Change sharing mode to Private

Versioning

For major changes:

• Consider duplicating the canvas first
• Share new version when ready
• Archive old versions

Troubleshooting

Invitee Can't Access

• Verify email address is correct
• Confirm they have a Scoop account
• Check if invitation was sent
• Resend invitation if needed

Data Not Updating

• Verify dataset sync is running
• Check for errors in data source
• Confirm viewer is refreshing the page

Prompt Restrictions Not Working

• Verify prompts are linked to elements
• Check preset values are correct
• Test as the invited user

Link Not Working

• Confirm sharing mode is correct
• Check if link was copied correctly
• Verify canvas still exists

Related Topics

• Presenting a Canvas - Live presentation mode
• Prompts - Add filter controls
• Interactive Charts and Tables - Drillable visualizations
• What is a Canvas - Canvas overview