Sharing

Sharing is the starting point for all of Querri’s security features. Before access policies, column security, or any other governance layer comes into play, someone has to share something with you first.

Everything is private by default

When you create a project, upload a file, or connect a data source, it’s yours alone. Nobody in your organization can see it — not admins, not managers, not colleagues — unless you explicitly share it.

This is the core principle: everything is yours until you share it.

How sharing works

You can share projects, dashboards, and data sources with specific people in your organization. When you share something, you choose what level of access they get:

• View — they can see the data and results, but not change anything
• Edit — they can modify the project, add steps, and run analyses
• Admin — they can manage sharing settings and configure policies

Coming Soon — Group Sharing

Soon you’ll be able to share with named groups instead of adding people one by one, making team access management much simpler.

Sharing + access policies work together

Here’s the key relationship: sharing controls WHO can access something. Access policies control WHAT data they see within it.

For example:

1. You share a sales dashboard with your entire team
2. An access policy filters the data so each person only sees their region’s numbers
3. Everyone has access to the same dashboard, but each person sees their version of the data

Without sharing, access policies don’t come into play — if you can’t see the dashboard at all, there’s nothing to filter.

Think of it as two layers

Sharing = the door to the room. You decide who gets in. Access policies = the view from the window. Each person sees a different view of the same room.

What you can share

Item	What viewers get	How access policies apply
Projects	View or edit the project and its steps	Data in each step is filtered by the viewer’s policies
Dashboards	View the dashboard (re-executed with their security context)	Each widget shows the viewer’s filtered data
Data sources	Access the source data in their own projects	Row and column restrictions apply automatically

Public share links

You can create public share links for dashboards and projects. These allow anyone with the link to view the content — useful for sharing with people outside your organization or with stakeholders who don’t have a Querri account.

Organization admins can disable public share link creation entirely — see Admin Controls.

Embedded sharing

Querri views can be embedded in external websites and applications using the embed SDK. Embedded views support three authentication modes — public (share key), server token exchange, or popup login.

Organization admins can disable embedded sharing at the org level — see Admin Controls.

Next steps

• Access Policies — Control what data each person sees after sharing
• API Keys — Programmatic access with the same security model
• Groups — Share with teams instead of individuals
• Dashboard Security — How dashboards re-execute for each viewer