Sharing your insights

EnjoyHQ offers many ways of sharing. You can share the following:

Sharing is as simple as locating the share option and grabbing the generated share link.

Each EnjoyHQ comes with free Slack and Trello integrations which allow you to share any of the mentioned types of data directly to a Slack channel of your choice and an existing or new Trello card:

When sharing a link to any of the mentioned items, users who do not have EnjoyHQ account will be presented with a screen where they can request access. By default, this applies only to dashboards, documents and highlights.

Stories and project summaries can be shared with anybody who is already a member of your EnjoyHQ account. Read more about permissions and what is accessible by different roles.

Your colleagues who are not part of your EnjoyHQ team, will have to provide their name and email address so that they can be approved later:

Similarly, users who are assigned a read-only role can request access by visiting the same link. Collaborator and administrators will be taken directly to the shared resource.

Approving access

You'll be notified via email whenever access to a shared item is requested, and you'll be able to review pending access requests in the sharing section of your account:

From here, you can approve or reject access requests, as well as see all shared items.

Granting access to a person who is not a member of your EnjoyHQ team will assign them read-only permission. They will be only able to see items shared with them as well as all project summaries.

Upon approval the new team member will receive two emails:

  • one inviting them to your team
  • one confirming access to the shared item

Once the signup process is completed, shared items will be visible in the "Shared with me" area.

Disabling the request & approval flow

You can disable the need for approving access to shared documents, highlights and dashboards. When the options is disabled, all existing read-only team members will be able to view any shared item, as long as a link has been shared with them. Users who are not members of your EnjoyHQ team, will have to go through initial approval process as normal.

You can find the setting in the team management area:

Sharing verbatim feedback

Documents can be shared by selecting the "Share" option from the "More Actions" menu:

Similarly, highlights can be shared from the highlight editor:

Sharing dashboards, projects and stories

Projects and dashboards can be shared by selecting the share option found in the wrench🔧 menu inside of a given project or dashboard:

Please note that accessing project's summary page or a single story doesn't require approval - any member of your EnjoyHQ team will be able to browse and view all project summaries.


How Did We Do?


Powered by HelpDocs