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Advanced Features

Real-Time Collaboration

Real-Time Collaboration: Work Together on Data

AUM enables teams to analyze data simultaneously with real-time presence and shared insights.

Features

Live Cursors

See teammates' mouse movements in real-time with colored cursors showing their names.

Shared Dashboards

Multiple users can view and interact with the same analysis simultaneously.

Comments & Annotations

Add comments to specific insights for team discussion.

Share Analysis Links

Create shareable links with customizable permissions:

  • View Only: Recipients can see analysis but not edit
  • Comment: Add comments but not modify data
  • Edit: Full collaboration rights

Setting Up Collaboration

Step 1: Create a Share Link

  1. Open your analysis dashboard
  2. Click the "Share" button (top right)
  3. Configure settings:
    • Public link (anyone with link) or Private (invite only)
    • Allow comments: On/Off
    • Link expiration: 7/30/90 days

Step 2: Invite Collaborators

  • Enter email addresses
  • Set permissions (View/Comment/Edit)
  • Send invites

Step 3: Track Activity

View who's online, recent comments, and edit history.

Use Cases

Executive Reviews

Share dashboards with leadership for real-time KPI reviews.

Cross-Functional Analysis

Sales, marketing, and operations teams analyzing customer data together.

Client Presentations

Present live data analysis to clients with comment threads for Q&A.

Security & Privacy

  • All collaboration is encrypted end-to-end
  • Links can be revoked anytime
  • Audit logs track all access
  • Enterprise plans get SSO integration

Next: Check out API Documentation