Collaborating in Count

Tutorial summary

When an initiative needs input from stakeholders across the business, Count is the perfect place to collaborate and have as a source of truth. Learn how to bring every mind to Count and work as a unit.

What you will learn

  • Collaborate with comments and notes across teams
  • Engage non-technical users with screenshots and context
  • Set smart permissions for optimal user experience
  • Preview different views to understand user perspectives
  • Present professionally using presentation mode

From brainstorming to debugging - by making use of sticky notes and tagging colleagues in comment threads right next to the query or visualisation that’s being discussed.

Adding comments in Count
Adding comments in Count
Comment threads in Count
Comment threads in Count

Involve non-data stakeholders

Without any coding skills, users can add screenshots, use whiteboard tools, comment threads and even create low-code visualisations.

A brainstorm with stickies and comments
A brainstorm with stickies and comments

Clean your canvas

A messy canvas is easily prepared for sharing with stakeholders by hiding comment threads, and locking the canvas so that control cells can be changed but users cannot edit the canvas.

Locking the canvas to prevent edits
Locking the canvas to prevent edits

Use permissions

If you want users to participate in the analysis, editing cells, you can grant edit access within the share menu in the top right corner. You can grant users view access so they can dive into all the details of the analysis, without being able to make changes.

Granting permissions to users
Granting permissions to users

Preview other roles

As an analyst, you can preview how other roles will experience the canvas before you decide which permissions to grant.

Preview other roles within the canvas
Preview other roles within the canvas

Share in presentation mode

You can also share the canvas in presentation mode so that users open the canvas as a report and see only the results rather than the preparation that went into an analysis.

Share the canvas as a presentation
Share the canvas as a presentation
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