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Managing and Sharing Permissions for Blueprints

Share table and report blueprints with teammates, set Viewer or Editor permissions, and standardize analysis templates across your organization.

When your team runs the same type of analysis repeatedly (a competitive landscape screen, a cross-trial comparison, a TPP assessment), sharing a blueprint ensures everyone starts from the same template with consistent columns, filters, and report structure.

Find the sharing option

Blueprint sharing is available for both Smart Table and Report blueprints.

For table blueprints: Open any Smart Table, click the AI Column button, open your Blueprint Library on the left, and select the blueprint you want to share. The sharing icon appears next to the delete icon.

Blueprint Library showing a selected blueprint with sharing and delete icons

Blueprint sharing icon highlighted next to the delete icon

For report blueprints: Click Research Report, open your Blueprint Library on the left, and select the blueprint. The sharing icon appears in the same position.

Share a blueprint

Click the sharing icon to open the Share panel. Use the Search people or teams dropdown to find who you want to share with. Set the Role dropdown to View only or Edit, then click Share. Repeat for additional people or teams, then click Done.

Blueprint Share panel showing recipient selection and role options

Share with your entire organization

At the bottom of the Share panel, find Organizational Access. It defaults to Restricted. Select your organization name and click Done to make the blueprint visible in every user's Blueprint Library.

Manage existing access

From the same Share panel, you can:

  • Change roles: Switch a user between View only and Edit at any time.

  • Revoke access: Click the delete icon next to a name to remove their access. They will no longer see the blueprint in their library.

Viewer vs. Editor permissions

Viewers can use the blueprint to create new tables or reports, but any changes they make are saved to their own copy and do not affect the original.

Editors can modify the original blueprint and save updates that affect everyone who uses it.

Add a clear description when saving blueprints so teammates can quickly identify the right template in their library.

What you can do next

With shared blueprints in place, learn how AI Columns work to build richer blueprint templates, or explore report blueprint creation to standardize your team's narrative analysis structure.

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