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Finishing & Sharing

About 4 minviewsadministration

Finishing & Sharing

Once you have built and tested a display, you finish it by publishing (locking) it, then get it in front of others in your organization.

Publishing a Display

After building and testing your display, lock it to make it available to viewers. Locked displays are read-only for end users and appear in the view hierarchy for anyone with access.

Ways to share and move a display

Everything you can do with a finished display lives in the additional menu in the Views panel toolbar. Select a display, open the menu, and you'll find:

The Views panel additional menu, with the five sharing options numbered
The Views panel additional menu, with the five sharing options numbered

  1. Generate Link — hand out a read-only link to a single view.
  2. Download View — export the display to a file.
  3. Upload — bring a downloaded file back in as a new copy.
  4. Import — pull in displays from other systems.
  5. Share — grant people ongoing access to the display in place.

The rest of this page walks through each, in that order.

Choose Generate Link (1) — or right-click the view in the side panel — to create a shareable URL. Send it to anyone with access to the instance; the link opens straight to that view, without the folder-path context and without adding it to their view hierarchy. It is the quickest way to let someone see a display without managing per-user access.

Ad-hoc trends

Viewers share ad-hoc trends — on-the-fly line-chart analyses — the same way (right-click → Generate Link), and browse them under Ad Hoc Trends in the side panel (Private / Shared With Me / Shared By Me). That is a viewer workflow — see Saving Ad Hoc Trends and Sharing Ad Hoc Trends.

Download and upload a copy

Any display can be exported to a Base64 file (.b64) and later uploaded into the same or a different IOTA instance — to hand a copy to another user, keep an offline backup, or move a display between administrator accounts that cannot edit each other's content directly.

  • Download View (2) — select the display, open the additional menu, and click Download View to save it as a .b64 file.
  • Upload (3) — click Upload and choose a .b64 file to add it to your hierarchy.

The uploaded display becomes an independent copy owned by whoever uploads it — which is why download-and-upload is the usual way to move a display across owner accounts. To share a display in place instead of handing off a copy, use Share, described below.

Duplicate a view instead

To duplicate a display within the same instance without the file round-trip, use Duplicate in the same additional menu — it creates an independent copy of the view and leaves the original untouched. Download → Upload is still the way to copy a display to a different instance or owner account.

Import from other systems

Import (4) brings displays in from tools other than IOTA VUE:

Grant access with Share

Share (5) is the main way to give your team ongoing access to a display. Displays live in the folder hierarchy shown in the IOTA Hub, and access is granted per display — to individual users, groups, or roles. Administrators can also manage this centrally from the Roles, Users & Groups → Sharing views page.

To share a display, select it, open the additional menu, and click Share. In the dialog, tick a permission level for each user, group, or role and click Apply:

  • Read — open and view the display, but not interact with it
  • Execute — interact with the display (dropdowns, selections, time changes) but not edit it
  • Write — full editing rights

Each person you share with sees the display under Welcome → Shared Views, along with the access they were granted:

The Welcome → Shared Views list, showing displays shared with a user and the Read/Write access on each
The Welcome → Shared Views list, showing displays shared with a user and the Read/Write access on each

Making it appear in a user's sidebar

The sidebar Views tree shows a display only if the user has read access to it and to every folder above it, up to Home. Granting access to one display lets the user open it — but if they cannot read its parent folders, the tree cannot descend to it, so the display will not appear in their sidebar.

  • Share the containing folder (and its ancestors), or place the display in a folder the user can already read. Sharing only the individual display is not enough for it to show in the tree.
  • Even shared on its own, the display still reaches the user two ways: under Welcome → Shared Views, and through a generated link.

View Ownership Model

Every display has a single owner — the user account that created it. Ownership determines who can edit the display when it is locked:

  • Owners can unlock and edit their own displays at any time
  • Administrators can edit displays they own, but cannot edit displays owned by another administrator
  • Regular users with appropriate access can edit displays owned by others if granted explicit edit permissions

Admin-to-admin editing limitation

If an administrator creates a display, another administrator cannot unlock and edit it without transferring ownership first. This is by design — administrator accounts are isolated from each other's content to prevent accidental overwrites across teams.

To transfer ownership, contact your IOTA system administrator.

What's Next

That is the full build-to-share workflow. For a final polish, the Engineering View lets you hide construction-only elements so viewers get a clean, focused display. Continue to Engineering View.

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