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How to Create and Set a Sharing Profile for an Asset

This article explains how to create and apply the Sharing Profile for an Asset in Perspio.

Sharing Profiles determine which Properties will be shared when sharing an asset to another tenant. This is useful to control the level of access when sharing an asset to a different tenant, also enabling to share the information to an already existing asset.

Important to note that a target asset needs to exist in the target tenant. View this guide on how to create an Asset.

Without a profile, all asset information is displayed on the shared asset.

Creating a Sharing Profile

1. Click on Admin

Click on Admin
 
 
 

2. Click on Profiles

Click on Profiles
 
 
 

3. Click on Asset Sharing

Click on Asset Sharing
 
 
 

4. Click on Add Profile

Click on Add Profile
 
 
 

5. Fill Name, Description and click on Next

Fill Name, Description and click on Next
 
 
 

6. Select one or more properties to be shared

Select one or more properties to be shared:
 
 
 

7. Select one or more properties to be shared and click Create

Select one or more properties to be shared and click Create
 
 
 

8. Finished creating a Sharing Profile.

Finished creating a Sharing Profile.
 
 

Applying the Profile to an Asset

The Profile needs to be applied when sharing the asset to ensure only the properties selected will be shared.

9. Choose an asset and click on Configuration

Choose an asset and click on Configuration
 
 
 

10. Click on Sharing

Click on Sharing
 
 
 

11. Click on Edit

Click on Edit
 
 
 

12. Select Profile and Click on Save

Fill Target Tenant ID, Target Asset ID and Click Save.

Click on Save
 
 

This icon means that the Sharing is working, and the information is being synced.

To confirm, access the target tenant: