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Sharing in Summand is per-user and per-resource. There are two questions:
  1. Who has access? — managed via direct grants.
  2. Who else can find it? — managed via visibility settings.
These are independent. You can grant a single user read access while keeping the dataset private to everyone else, or publish a dataset publicly without granting anyone explicit access. For background, see Sharing concepts.

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Grant access to a teammate

1

Open the Share dialog

From the dataset page, click Share in the top-right.
2

Add an email

Type the teammate’s email. Summand checks if they have an account.
  • Existing user — the grant takes effect immediately.
  • New email — Summand sends an invitation. The grant becomes active when they sign up.
3

Pick a role

  • Viewer — can read every tab, comment, and ask Summand. Can’t change configuration.
  • Editor — everything Viewer can do, plus change target, add column descriptions, and re-run analysis.
  • Owner — sole owner per dataset; can be reassigned, not added.
See the full role matrix in Sharing concepts.
4

(Optional) Add a personal note

The note appears in the invitation email. Useful for context: “Q1 churn analysis we discussed Tuesday.”

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Change visibility

Visibility controls who can find the dataset and what they see, separate from who’s been granted explicit access. Change visibility from the Settings → Visibility section of the dataset page. Changes take effect immediately.
Both showcase and public are reachable without sign-in and indexed by search engines. Use showcase when you want to share findings without exposing rows; use public only for genuinely public data.
If a dataset’s parent connector is public or showcase, the dataset inherits that read access from the connector — you don’t need separate grants. Setting the connector to private locks down every dataset under it.

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Sharing limits

If you’ve hit the Pro grant limit, either upgrade to Enterprise or move the dataset’s visibility to showcase if rows can be hidden, or public if not.

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Revoking access

From the Share dialog, click the role dropdown next to a user and choose Remove. The grant is revoked immediately — in-flight requests fail closed on the next authorization check. For datasets shared publicly, change visibility to private to revoke open access. Direct grants are unaffected.

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What gets shared

A grant gives access to the dataset, which includes:
  • Every analysis tab (Overview, Features, Insights, Predictors)
  • The semantic-layer history (current and previous versions)
  • The conversation history with Summand
  • The list of comments
Grants do not include:
  • The underlying source credentials (database password, S3 keys)
  • The connector configuration (you can’t change which database the dataset reads from)
  • Other datasets under the same connector
If you want to share an entire connector, including future datasets, see Sharing concepts → Connector grants (Enterprise only).

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Audit trail

Every share action — grant added, role changed, visibility flipped, grant revoked — is logged with timestamp and actor. Enterprise customers can export the audit log from Settings → Audit logs. Free and Pro tiers can see the most recent 30 days inline on the dataset page.