> ## Documentation Index
> Fetch the complete documentation index at: https://docs.summand.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Share a dataset

> Grant teammates read or edit access, or publish a dataset publicly.

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](/concepts/sharing).

## Grant access to a teammate

<Steps>
  <Step title="Open the Share dialog">
    From the dataset page, click **Share** in the top-right.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](/concepts/sharing).
  </Step>

  <Step title="(Optional) Add a personal note">
    The note appears in the invitation email. Useful for context: *"Q1 churn analysis we discussed Tuesday."*
  </Step>
</Steps>

## Change visibility

Visibility controls who can find the dataset and what they see, separate from who's been granted explicit access.

| Visibility   | Who can find it                          | What they see                                                                                        |
| ------------ | ---------------------------------------- | ---------------------------------------------------------------------------------------------------- |
| **Private**  | Owner and direct grantees only. Default. | Everything, subject to grants.                                                                       |
| **Showcase** | Anyone with the link, no sign-in.        | Aggregated insights only — feature importance, shape functions, summary stats. Raw rows are blocked. |
| **Public**   | Anyone on the internet, no sign-in.      | Everything, including raw rows and Summand chat.                                                     |

Change visibility from the **Settings → Visibility** section of the dataset page. Changes take effect immediately.

<Warning>
  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.
</Warning>

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.

## Sharing limits

| Tier            | Direct grants per dataset | Public datasets |
| --------------- | ------------------------- | --------------- |
| Free            | —                         | —               |
| Pro / Education | 5                         | ✓               |
| Enterprise      | Unlimited                 | ✓               |

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.

## 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.

## 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](/concepts/sharing) (Enterprise only).

## 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.