Sharing your Storyboards

Estimated reading time: 7 minutes

Prerequisites: Managing your Storyboards - read this article first

What you'll learn

By the end of this article, you'll know how to:

• Share a Storyboard with roles and groups.
• Share a Storyboard with individual users.
• Set permission levels (Can View, Can View & Edit, CanChangeFilterSet).
• Unshare a Storyboard or remove individual access.
• Understand how Data Access Roles interact with Storyboard sharing.
• Embed a Storyboard in SharePoint, Confluence, Google Sites, or other applications.

Overview

Once you have built a Storyboard, you need to decide who can see it and what they can do with it. One Model gives you two sharing approaches: share with roles and groups (for broad distribution) and share with individual users (for targeted access). You can use both on the same Storyboard.

Sharing controls access to the Storyboard container. What data each viewer sees inside the Storyboard is still governed by their Data Access Role. Two viewers with different Data Access Roles will see different data on the same shared Storyboard.

Choosing your sharing approach

Sharing with roles and groups

This is the most common approach. You assign access to existing Application Access Roles or groups, and every user in that role automatically sees the Storyboard.

1. Open the Storyboard or find it in the Storyboard Library.
2. Click the Settings tab (or the action menu > Settings).
3. Click Sharing.
4. Select a Category from the dropdown (the Storyboard must be published to a Category).
5. For each role or group, set the permission level: Can't View or Edit, Can View, Can View & Edit, or CanChangeFilterSet.
6. Click Share to save.

To unshare, repeat the steps and change the permission level back to Can't View or Edit.

Sharing with individual users

Individual sharing extends access to specific people regardless of their role but need to be included in the list of eligible users - Share With (was 'Publish To') permission. The Storyboard must already be published to at least one Category before you can share with individual users.

You need the CanShareStoryboardwithUser permission to use this feature.

7. Open the Storyboard Library or Storyboard Settings > Sharing.
8. Switch to the Users tab.
9. Search for the user (minimum 3 characters).
10. Set the permission level: Can View, Can View & Edit, or CanChangeFilterSet.
11. Click Share.

To remove individual access, find the user in the Users tab, click Remove, and save.

Permission levels

Note: If a user has access through both a role and individual sharing, removing one path does not revoke the other. You need to remove both to fully revoke access. Learn more about Sharing Storyboards with a User here.

How Data Access Roles interact with sharing

Sharing gives access to the Storyboard container. The Data Access Role (DAR) controls which data appears inside it. A user with a restricted DAR will see the Storyboard but may see empty or limited tiles if their role does not include the relevant metrics or populations. Always verify that shared users have the appropriate DAR to see meaningful data.

Exporting a Storyboard

In addition to sharing within One Model, you can export Storyboards for offline use:

• Export to PowerPoint - exports the entire Storyboard or selected tiles as a PowerPoint presentation. Configure quality, tiles per page, and header options in the Settings > Export menu.
• Export a tile to CSV - exports the underlying data from an individual tile. Click the three-dot menu on a tile and select Export CSV.
• Screenshots - take screenshots using your preferred tool for quick sharing with people outside One Model. Check with your Admin for compliance requirements.

Note: Exported CSV files do not include forecasted data. If a tile has been drilled down into a dimension, the export includes only the top-level data. Exports are available in the Exports tab and automatically deleted after 7 days.

Enable embedding

Embedding lets you display a live One Model Storyboard inside a third-party application such as SharePoint, Confluence, Google Sites, or Microsoft 365. The embedded Storyboard stays connected to your data and respects all role-based security - viewers only see data they are permissioned for.

You can embed an individual Storyboard or the full One Model application (with the navigation bar) depending on your use case.

An Admin configures embedding in Admin > Company > Embedding Options:

Note: Domain rules are strict: the scheme (http/https) must match, domains must match completely, and only single-level wildcard subdomains (*.example.com) are supported.

Copy the embed link

1. Open the Storyboard you want to embed.
2. Click the Settings tab (three dots) > Embed > Copy Link.
3. The embed URL is copied to your clipboard.

You need the Storyboard Administrator permission to see the Embed option.

Embed in your application

Paste the URL directly into your third-party application, or use an iframe with HTML code. Most modern platforms (SharePoint, Confluence, Google Sites) support URL embedding natively.

Tip: Configure SSO with "Log In Automatically" enabled in the SAML 2 Integration panel so embedded Storyboards load seamlessly without a separate login prompt.

Next steps

Now that you can share Storyboards, you might want to explore:

• How to set up Featured Storyboards - curating a panel of key Storyboards for quick access.
• How to embed Storyboards in external applications - sharing live links outside One Model.
• How to set up Storyboard Notifications - scheduling email alerts for Storyboard updates.