Sharing

Last Updated: 2025-04-22

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Summary

Koi's Sharing functionality allows you to share your custom forecasts and collections directly with your team members or external stakeholders. Whether you want to collaborate on an analysis or showcase your impact, sharing is seamless.

Why Is It Important?

We know effective collaboration is crucial for impactful climate action. With our sharing features, you can easily showcase your analyses and scenarios—whether it's with teammates, investors, or partners—making it simple and clear to share your impact proudly.

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How Do I Use It?

Share a Custom Forecast:

1. Navigate to the custom forecast you want to share.
2. Click the Share button.
3. Enter an email address or group name, select the permissions for that entity, and click Share. You will see that entity appear in the list below.

Share a Collection:

1. Navigate to the Collection you want to share.
2. Go to the Shared & Export tab. Click the Share option.
3. Enter an email address or group name, select the permissions for that entity, and click Share. You will see that entity appear in the list below.

Permissions

When sharing, you can control how others interact with your data using three levels of access:

• Viewer: Can view the collection or forecast but cannot make any changes.
• Editor: Can modify a forecast or collection they have access to, including editing any subcollections or forecasts within collections, as well as adjusting GHG intensities and market data of forecasts.
• Manager: Has full control over the shared item, including the abilities to share, edit, and manage permissions. Managers can also view all users with whom a forecast or collection has been shared, not just those they have personally shared with. A manager cannot remove access from the owner.

These roles are designed to facilitate effective collaboration while maintaining appropriate control over your data.

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Pro Tips

• Share with Non-Registered Users: You can share your forecasts and collections with individuals who don't have a Koi account yet. When they sign up for Koi, they will automatically have access to that data.
• Share with Groups: If you're collaborating with a team, consider creating a Group within Koi. Sharing your forecasts or collections with a group ensures all members have immediate access.
• Stay Updated: Shared items reflect real-time updates and provide access to all versions of the data, so your collaborators always have the latest information.

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Frequently Asked Questions

• Can I restrict access to certain parts of a shared collection?

  Currently, sharing a collection grants access to all its contents, including subcollections and custom forecasts. If you need more control, consider structuring your collections accordingly.

• How do I know who has access to my shared items?

  In the sharing settings of each forecast or collection, you can view and manage the list of collaborators.

• Can collaborators share my forecasts or collections with others?

  Yes—but only if you grant them Manager permissions. Otherwise, they will not be able to share your data with others directly (but they may be able to make a copy and share that).

• Can I automatically share with my entire Organization?

  Not automatically, you will first need to create a Group containing all the members of your Organization. It is important to remember this Group will not automatically be updated as members join or leave your Organization.

• How do I export CRANE-compatible inputs from Koi?

  You can export CRANE-compatible inputs by navigating to any solution detail’s Datasheet tab in Koi, scrolling down to the Data Exports section, and clicking the CRANE export option. Then, click “Download to CRANE” to save a JSON file (CRANE-Inputs.json), which can be uploaded directly into CRANE. This process allows you to bridge data gaps and utilize CRANE’s capabilities with Koi data.

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Coming Soon

• Email Notification of Sharing: In the future, Koi will automatically notify users via email when a forecast or collection is shared with them. Currently, you'll need to manually inform users about shared items.
• Request Access: If you come across a forecast or collection you need access to, you can send a request to the owner for permission, streamlining collaboration.
• Share a Snapshot: Share a static, view-only version of your data (instead of live updates).
• Transfer Ownership: Move ownership of a forecast or collection to another user.
• Shareable Link: Open access to anyone with a model or collection link. However, a user will always need a Koi account to view any Koi data for security purposes.

Want these features faster? Check out our public roadmap where you can upvote them or request a feature to let us know what’s most important to you!

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Use Case: Share Data With Your Investors

Share a Collection that represents your company with all your investors at once

Objective: Create a Group that contains the primary point of contact for each of your investors and and share a Collection that represents your company. Your investor can then can add your company to a Collection of their Portfolio Companies to track their impact.

Step-by-Step Guide:

1. Create a Investors Group:
   • Navigate to your Groups by hovering over Account () → Organization → Groups.
   • Create New Group and provide a descriptive name such as Investors.
2. Create Collection:
   • For more information on creating a Collection to represent your company, see an example in our docs.
3. Share Collection With Investors:
   • Navigate to the Share and Export tab of your Collection view, and click Share.
   • Type the group name, specify the permissions you would like to give such as Viewer, and click Share.
4. Nofity Investors:
   • Currently, Koi does not send an email to notify a user that a Collection has been shared with them, but that is coming soon!