# How to Publish and Share an Insights View in INVISION

INVISION allows teams to share Insights analysis in two ways: **Private Views** for internal collaboration and **Published Views** for sharing results externally. This guide explains the difference between the two and walks through how to create and share each type.

#### Understanding Private vs. Published Insights Views

##### Private Insights Views (Internal Sharing)

A **Private Insights View** is designed for collaboration *within* INVISION.

- Only accessible to users with valid INVISION access
- Respects existing trial and Insights permissions
- Requires users to log in to view
- Ideal for internal review, alignment, and iteration

Private Views help teams reference the same analysis without recreating filters, charts, or exports.

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/scaled-1680-/zIwimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/zIwimage.png)

##### Published Insights Views (Public Sharing)

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/scaled-1680-/22dimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/22dimage.png)

A **Published Insights View** allows Insights results to be shared with **non-INVISION audiences** using a secure, read-only link.

- No login required to view
- Rendered in a fixed, read-only state
- Can be shared externally with partners, stakeholders, or commercial teams
- Automatically expires after **14 days**
- Can be disabled at any time

Published Views are intended for communicating validated results beyond the platform, without exporting data or granting access to INVISION itself.

#### Step 1: Create an Insights View

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/scaled-1680-/NFvimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/NFvimage.png)

Before a View can be shared—privately or publicly—you must first create and save it.

1. Navigate to **Insights** for the desired trial and protocol.
2. Configure your analysis:
    
    
    - Apply filters (locations, characteristics, tags, etc.)
    - Select charts, comparisons, and map views
    - Adjust display options as needed
3. Click **Save View**.
4. Give the View a clear, descriptive name.

Once saved, the View preserves:

- All filters and selections
- Chart and map configuration
- Selected characteristics and comparisons

This saved View becomes the basis for sharing.

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## Step 2: Share a View Privately (Internal)

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/scaled-1680-/WJeimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/WJeimage.png)

To share a View internally:

1. Open a saved Insights View.
2. Select **Share View**.
3. Choose **Private Sharing**.
4. Share access by:
    
    
    - Copying a secure link, or
    - Inviting teammates via email

When opened, the recipient:

- Must log in to INVISION
- Will only see the View if they already have access to the client, trial, and Insights

Private sharing is best for internal alignment, QA, and collaboration.

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## Step 3: Publish a View for External Sharing

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/scaled-1680-/tOeimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/tOeimage.png)

To share Insights results outside INVISION:

1. Open a saved Insights View.
2. Select **Publish View**.
3. Choose a **Privacy Mode** (explained below).
4. Publish the View to generate a public link.

Once published:

- The View becomes accessible via a public URL
- The View is read-only and cannot be modified by viewers
- The link expires automatically after 14 days

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##### Privacy Modes for Published Views

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/scaled-1680-/HSkimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2026-01/HSkimage.png)

When publishing a View, INVISION allows you to control how identifying information is displayed.

Standard Mode

- Grower names and field names are shown exactly as entered
- Best for trusted audiences or internal stakeholders without INVISION access

**Example:**  
John Smith – North Field

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Privacy Protected Mode

- Grower and field names are anonymized
- Analytical results, charts, and comparisons remain unchanged
- Best for broader external sharing or commercial use

**Example:**  
Grower cfe798 – Field 15e942

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Choosing the appropriate mode ensures the shared View matches the intended audience while preserving analytical integrity.

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**Managing Published Views**

- **Expiration:** Published links automatically expire after 14 days.
- **Disable Access:** A published View can be disabled at any time, immediately invalidating the link.
- **Control:** Once disabled or expired, the link no longer resolves.

This ensures teams retain full control over external visibility.

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##### **When to Use Each Sharing Option**

**Use Private Views when:**

- Collaborating internally
- Iterating on analysis
- Reviewing results with teammates who have INVISION access

**Use Published Views when:**

- Sharing results with external stakeholders
- Supporting commercial or marketing discussions
- Communicating validated outcomes without exporting data