Publishing a Data Sheet

Publish a Data Sheet to make it available on the Platform homepage for selected users or user groups.

Prerequisites:

• You can access Data Center → Data Sheets.

• You have permission to Publish Data Sheets.

Steps to Publish a Data Sheet to the Platform Homepage

• Open the Data Sheets list

  • Navigate to Data Center > My Connectors > Data Sheets > Data Sheet List

• Select a Data Sheet

  • Locate the Data Sheet you want to publish from the Data Sheet list (e.g., Sample Data Sheet).

• Click the Publish Option

  • Click Publish Datasheet for the selected Data Sheet.

  • The Publish Datasheet drawer opens.

• Choose the audience In the Publish Datasheet drawer, select one of:

  • User — share with individual users

  • User group — share with one or more groups (Optional) Use the Exclude User tab to explicitly deny access to certain users, even if they belong to a selected group.

• Save Click the Save option to complete the Publish action for the selected data sheet.

• A confirmation message appears, followed by a success message indicating the Data Sheet has been updated/published.

• The selected Data Sheet is published to the My Documents space of all selected recipients on the Platform homepage.

Notes & Tips:

• Exclude User only lists users who belong to the chosen User group(s); use it to handle exceptions.

• Publishing controls visibility on the Platform homepage; to later change access, reopen Publish and update the audience or exclusions.

• Prefer User group for scalable access management; handle one-off exceptions with Exclude User.

• Use clear Data Sheet names so recipients can quickly recognize the content in My Documents.

Troubleshooting

• Recipients don’t see the Data Sheet: Confirm you selected the correct User/User group, and that they’re looking under My Documents.

• Need to remove access quickly: Reopen Publish Datasheet, move users to Exclude User, then Save.

• Publish option disabled: You may lack publish permissions; contact an administrator.