Sharing models
Once you've built a model, you'll probably want to share it with others. By default, only you have access to your model, so you'll need to specify how you want to share it with others. This can be done via the Share button in the toolbar.
Share directly with other Causal users
If you only want certain people to be able to access your model, enter their email address in the "Invite Someone" section, and select the level of access you want to grant them. This option requires the other people to have (or create) their own Causal account.
- Full access: share and edit spreadsheet & dashboard
- Can edit: edit spreadsheet & dashboard
- Can view: see the model dashboard only
If your model is linked to other models, you will be prompted if you'd like to apply the sharing settings for all connected models at once, or only apply the sharing settings to the current model. For example, you might want to only share a summary P&L, but keep sensitive data within the Headcount model private (i.e. Salaries).
If you regularly share your model/s with the same group of people, you can share directly with your Team (e.g. Finance Team), or Organisation (e.g. Company X).
If a user is a Viewer they will only ever be able to view the model dashboard.
If a user is a Editor they will have whatever access you grant them to the specific model/view. See Managing Users for more.
Sharing models vs. sharing folders
You can also share folders with others, which shares all of the models/folders within that folder. See Sharing folders for more.
Publish via public or private link
You can also share models via a URL, which is useful if you don't want someone to have to create a Causal account to view your model/dashboard.
Once published, copy the model's link, and send it to people. People with this link can view the model dashboard only.
Note: Public links are easy to guess, so unintended viewers may come across your model. Private links require a unique token in the URL for added security, so you can be sure that only people you send it to will end up viewing the model (unless they decide to send it to other people).
Note on linked models: privately published linked models are not accessible via the same link, unless they share the same token. If you would like all linked models to be accessed from the same private link, simply enter the same token when publishing each linked model (see the animated gif below). You can use the Causal-generated token, or input your own one.
Sharing templates
When sharing via public or private link, you can give viewers the ability to clone your model to use themselves. This is useful for things like templates. See more on cloning here.
Sharing views of a model
If you only want to share part of your model, you can create a View and share just that view. See here for more on Views, and here for how to share a View. Note: you have to have Full/Admin access to the model in order share Views.
Embedding your model
You can embed your model on your own website, blog, or 3rd party tools like Notion and Medium. To get the embed code of a model: open the model, click on Share at the top right, share your model via Public or Private Link, and click on Copy code.
You can also embed just specific visuals, see Embedding visuals for more 📊
3rd-party embed
Causal is an official embed.ly provider. This lets you embed Causal models into most 3rd party tools by just pasting a direct link to the model (no HTML necessary).
HTML embed
If your destination doesn't support embed.ly then it probably supports direct HTML embedding. To enable this, first make your model publicly accessible to anyone with the link (see above), and then click the Copy code button next to the "Embed" section.