🤝 Shared Resources
Collaborate with your team by sharing queries, AI agents, templates, and data sources across your organization.
Overview
Shared Resources enable:
- Share queries with specific users or teams
- Collaborative AI agent development
- Reusable template libraries
- Team data source management
- Knowledge sharing across organization
📦 Plan Requirement
Shared Resources are available in Growth plan and above.
Shareable Resources
1. Queries
Share saved queries with team members:
- Natural language queries
- SQL query results
- Multi-database queries
- Parameterized queries
// Share a query
POST /api/queries/{query_id}/share
{
"shared_with_user_ids": [123, 456],
"permission": "view" // or "edit"
}
2. AI Agents
Collaborate on autonomous agents:
- Share agent configurations
- Team-managed agents
- Common monitoring agents
- Reusable agent templates
3. Templates
Build organizational template libraries:
- Report templates
- Dashboard templates
- Query templates
- Workflow templates
4. Data Sources
Share database connections:
- Organization-wide data sources
- Team-specific databases
- Read-only shared connections
- Credential management
Sharing Permissions
View Permission
Recipients can:
- View the resource
- Execute queries/agents
- Copy to their own workspace
- ❌ Cannot modify original
Edit Permission
Recipients can:
- Everything in View permission
- Modify configuration
- Update parameters
- ❌ Cannot delete or reshare
Admin Permission
Recipients can:
- Everything in Edit permission
- Share with others
- Change permissions
- Delete resource
Sharing Methods
Share with Specific Users
// Share with individual users
{
"shared_with_user_ids": [123, 456, 789],
"permission": "view"
}
Share with Roles
// Share with all analysts
{
"shared_with_roles": ["analyst"],
"permission": "view"
}
Organization-Wide
// Share with entire organization
{
"is_public": true,
"permission": "view"
}
Shared Resources Dashboard
Navigate to Team → Shared Resources to:
- View all resources shared with you
- See resources you've shared
- Filter by type (queries, agents, templates)
- Search by name or owner
- Sort by date shared or last used
Using Shared Resources
Copy to Your Workspace
Make a personal copy of shared resources:
- Find resource in Shared Resources
- Click "Copy to My Workspace"
- Customize as needed
- Your copy is independent
Link to Original
Use shared resource directly:
- No duplication needed
- Automatically gets updates
- Respects permission level
- Usage tracked centrally
Collections
Organize shared resources into collections:
- Create themed collections
- Add multiple resource types
- Share entire collection
- Perfect for onboarding
// Create collection
POST /api/collections
{
"name": "Sales Analytics Pack",
"description": "Common sales queries and templates",
"items": [
{"type": "query", "id": 123},
{"type": "template", "id": 456},
{"type": "agent", "id": 789}
],
"is_public": false,
"shared_with_roles": ["sales"]
}
Notifications
Team members receive notifications when:
- Someone shares a resource with them
- Shared resource is updated (if watching)
- Permission level changes
- Resource is unshared
Best Practices
- Use Collections: Group related resources for easier discovery
- Document Well: Add descriptions to help teammates understand usage
- Version Control: Include version numbers in names for major changes
- Review Regularly: Audit shared resources quarterly
- Appropriate Permissions: Default to "view", upgrade only when needed
- Naming Conventions: Use consistent naming for easy searching
⚠️ Security Note
Shared data sources should use read-only credentials when possible. Never share admin-level database access.
Common Use Cases
Onboarding New Team Members
Create a collection with:
- Essential data sources
- Common query templates
- Standard report templates
- Monitoring agents
Department Templates
Share standardized templates:
- Monthly reports
- KPI dashboards
- Performance reviews
- Budget analysis
Cross-Functional Collaboration
Enable collaboration:
- Sales and marketing share customer insights
- Finance shares budget templates
- Operations shares monitoring agents
- IT shares data source connections
Permissions
To share resources:
- Own the resource or have admin permission
- Growth plan or above