Sharing a saved geography folder

Saved geographies can be shared with other users within your company by identifying a group of users to share with. By default, all users at a company are placed in a single group. If you wish to consider dividing your users into customised groups you should contact the Helpdesk to discuss your requirements. Users can only belong to one group and when you share geographies you do so with all members of one or more groups.

Saved geographies are shared at folder level rather than individually. To share saved geographies, you should therefore make sure you have a folder set up that contains only the saved geographies you want to share. If necessary you can create a new folder (see Creating a new saved geography folder) and move saved geographies (see Moving a saved geography between folders) to achieve this.

If you choose to share some of your saved geographies with other users within your company you still retain ownership of these saved geographies. As the saved geography owner, you are the only one able to change the sharing arrangement and delete or rename the saved geography. You can share the folder with more groups, and also stop sharing a folder with one or more groups at any time.

To share or stop sharing a saved geography folder:

1. Click the Data menu option. The Manage Data page is displayed.

2. In the Saved Geographies section, click on the sub folder you want to share.

   Note: You cannot share the My Personal Geographies sub folder or any folders within the Geographies Shared With Me folder.

   The My Saved Geographies window is displayed for the selected sub folder.

3. Click Sharing. The Manage Sharing window is displayed. Click on the image below to view the window.

   

4. To share the saved geography with one or more groups, or to add one or more new groups:

   • Highlight the group(s) you want to share your saved geographies with or click Select All to quickly select all groups.
   • Click OK.
   • The My Saved Geographies window is displayed with a note to say the folder has been shared. When you return to the Manage Data page and the Saved Geographies section, the Shared With column identifies the names of the groups that the folder has been shared with.

5. To stop sharing the saved geography folder with one or more groups:

   • Click on the group(s) you want to stop sharing your saved geographies with. Each group you deselect causes a confirmation message to be displayed. Click OK.
   • Alternatively, click Clear All to quickly stop sharing with all groups.
   • Click OK.
   • The note on the My Saved Geographies window is updated to remove the group(s) where sharing has been stopped. When you return to the Manage Data page and the Saved Geographies section, the Shared With column will have been updated to remove the group(s) where sharing has been stopped.

E: emsukhelpdesk@experian.com
T: +44 (0)115 968 5099