Standalone option for sharing and restricting access to catalogs

Currently, customers cannot independently share or restrict access to their catalogs and templates when onboarding new employees or collaborators. They must rely on the support team to link accounts, manually copy catalogs, or configure restricted access (e.g., prevent editing of items or formulas). Adding a feature for managing permissions and sharing catalogs within the interface would eliminate this friction point and facilitate real-time collaboration.

Use the measures menu to Allow editing when a measure is locked
Use the measures menu to Allow Editing when a measure is locked
Review the Locked measure dialog; use Duplicate or Unblock as the current workaround
View the “Metric Locked” notification; use “Duplicate” or “Unlock” as a workaround
In the measure picker, note blue lock icons indicating items you cannot edit
In the metric selector, look for the blue padlock icons indicating items that cannot be edited
From the item menu, Save to or Restore from My Items to manage your personal catalog
From the item menu, select “Save to” or “Restore from” My Items to manage your personal catalog

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Upvoters
Status

In Progress

Board

Evalumo

Date

29 days ago

Author

Louis-Philippe Tremblay

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