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.
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).

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.
  • Admin: can view, edit, change sharing settings, and delete model
  • Can edit: can view, edit
  • Can view: can view the model dashboard only
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 Member 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.

Share via public link

In the Share dialog, click the dropdown next to "Share via link" and select Public. Copy the model's link using the "Shareable link" section, and send it to people. People can now view the model dashboard and temporarily modify the input variables to see how it affects the model. They won't be able to see formulas or save changes to the model.
Note that this link is easy to guess, so unintended viewers may come across your model.

Share via private link

In the Share dialog, click the dropdown next to "Share via link" and select Private. Copy the model's link using the "Shareable link" section, or by copying it in from your browser's address bar, and send it to people. People can now view the model dashboard and temporarily modify the input variables to see how it affects the model. They won't be able to see formulas or save changes to the model.
This link is 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).

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.

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 πŸ“Š
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.