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.
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 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.
- Admin: can edit, change sharing settings, and delete model
- Can edit: can edit model
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).
In the Share dialog, click the dropdown next to "Share via link" and select Public or Private, then copy the model's link using the "Shareable link" section, and send it to people.
Note: Public links are easy to guess, so unintended viewers may come across your model. Private links are impossible to guess, 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).
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.
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.