Publishing & Sharing a Perspectives Story

Once you've created your story, you’ll want to share your work with others. Whether you want to make the story public or share it with a select few people, this article provides the instructions that you’ll need to do so.

Share a story with another user to view, edit and/or manage

With the action bar, you will be able to share a story, add collaborators, or transfer ownership without having to enter a story draft. You can even make a copy of the story, as a backup, or in case you want to build a similar story with the same look and feel.

Just like with views and datasets, story owners and co-owners can share a story with a user and configure what permissions that user has on the story. Please note that a user must have a role in the domain before being added as a collaborator.

Note: The following steps are for interacting with stories while in a draft.

  1. Access the “Invite and Manage Collaborators” options in the Menu panel of your story in edit mode
  2. Here you can input multiple emails for users you want to share the story with, and set their permissions to either Viewer, Contributor or Co-Owner. Be sure to hit “add collaborator” and “save” before closing the Manage pop out window.


You’ll also notice the email and username of the story owner listed here. From here, story ownership cannot be changed, please do so from the published version with the action bar.


Shared Access Levels on a Story

Shared access levels on a story include view, contributor, and co-owner. Users without “+perspectives” roles can be shared on a story as well.

  • Viewer: can view a story in preview mode that has been shared with them.
  • Contributor: Story Contributors must have an Administrator or “+Perspectives” role on the site and can edit and view a story that has been shared with them. In edit mode, Contributors will see warnings letting them know they do not have permission to perform certain actions for managing a story.
  • Co-Owner: Story Co-Owners must have an Administrator or “+Perspectives” role on the site, and can edit, view, and manage a story that has been shared with them.
    • Edit Title and Description
    • Delete
    • Invite and Manage Collaborators
    • Make Public or Private
    • Update Public Version
    • Make a Copy
    • Managing a story includes:

Make a Story Public: Story owners and co-owners can make a story public when it is ready.

  1. To do so, in edit mode, access the “Manage Publishing and Visibility” options in the Menu panel on the story that you are ready to publish
  2. Select “Publish”


From the published version you can use the action bar's Manage Viewers option to change the Story permissions.

Update a Story

Once a Story is published, you can still make edits to the draft version of the story. Edits to the story are not automatically incorporated into the published version of your story.

However, edits are automatically incorporated into the preview mode of your story, so you can make sure that changes will look how you intended before pushing them to the published version.


Note: At any time, you can click the "eye" icon in the Story header to preview your edits. Or you can append "/preview" to the Story URL (i.e.,

When you are ready to push the updates to your story, choose “Update” from the “Manage Publishing and Visibility” options in the Menu Panel.


Share & Embed a Public Story

Once a story is published, you can find the story’s URL in the “Share and Embed” option in the story’s edit mode Menu panel.

A public story will show in your site’s public catalog and be discoverable by users there.

Once a story is published, you have two options for sharing it:

  1. You can also embed a preview widget on another story or any webpage on the internet. The preview widget includes the Story title, description, and the top image of the story. The preview widget also includes a link to view your full story.

  2. You can embed the full Story page into another webpage on the internet. We strongly recommend that you ensure your Story and all the contents linked within it are published at the intended permission level of the viewer. In open data most cases, this would mean ensuring the 
    Story is published as public. This will lead to the best experience for users who have no special privileges to the material.
    In some cases, the intended audience might be restricted - such as an Internal audience on an Enterprise Data Platform. Here you would ensure that the story and all its linked content would be published as "Internal". 


Tips: You can access the embedded version of a Story any time by appending /embed to the URL. You can also use the embed widget to connect your stories to one another individually, or by creating a single story made up of only previews of other stories, that serves as a collection or catalog.

To embed a preview widget in another story, just grab the URL link to the story that you want to embed.

To embed your story preview widget or the full story page on a web page, grab the “Embed Code” and deploy that code on the website of your choosing.

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