This article was last updated June 2015
If you have an eSpatial Team or Enterprise license, you can avail of the Groups & Users functionality, for collaborative mapping. This allows complete control over who sees your Excel datasets and maps – and who can edit them.
Step 1: Add a Group
Open the map you want to share. Click on the shaded dropdown username button (top right of screen) and select Manage Group & Users.
On the next screen, you can choose to add a User or a Group.
Note: all Users must be attributed to a Group. if you want to share with just one user, then set up a group under that person’s name, then add a user with the same name to that group – e.g., User John Smith would be found in the John Smith Group .
I am setting up a group here (to which I will later add individual users) so I select Add Group. Next, I fill in the relevant details and click Submit:
The items in the Permissions box decide the level of access and editing that you are giving to a particular group (or user, when adding one). Tick the relevant items and then Submit. The new group is added to the existing list of groups:
If you click on he Groups tab (underneath the Add Group box), you can see that a new group has been added.
Step 2: Add a User to a Group
In the same way you set up a Group, on your map page click on the shaded dropdown username button (top right of screen) and select Manage Group/Users.
On the next screen, click Add User:
Next, fill in an email address and the name of the person you wish to add to your account.
You’ll notice above that there is a group ticked – Admin Group. Remember: You must assign every new eSpatial mapping software user to a specific group in your account.
Once you have filled in the details and submitted it, the user will get a email@example.com email. You can now start sharing your data maps with individuals.
Step 3: Start sharing
If you have a map open, click on the share button, as indicated below. (Alternatively, you can share from your Library by clicking the relevant map or report and then clicking “Sharing” underneath the thumbnail image.)
This will generate a panel that allows you to decide which groups can get access to your data maps or reports.