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
- Open your analysis dashboard
- Click the "Share" button (top right)
- 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