You can only add reports to a shared folder if you’re the report’s Owner or an Editor. Because of this, to share an existing personal folder, you convert it to a shared folder instead of moving the reports one by one. For more about how shared folders work, see Shared folders.
Note: Only the folder owner can convert a folder from personal to shared, or back again.
How to convert a folder
- Open the folder settings. Go to the folder, click the three-dot menu, and select Edit Folder.
- Change the folder type. In Folder Type, select Shared Folder. You’ll be asked to confirm.
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Review which reports can be included. A shared folder can only include reports you own or can edit. Reports you can only view will be left out. If any reports are affected, Read shows how many, and you can click View Details to see which ones.
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Choose a conversion option:
- Convert Folder: Turns this folder into a shared folder. Any reports you don’t own or can’t edit are removed from it.
- Create New Folder: Keeps your personal folder as it is and creates a new shared folder with only the reports you own or can edit. Everything else stays in your personal folder.
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Add members and set permissions.
- Set the Report Access level (Viewer or Editor) that members will get for the reports in the folder.
- On the Members tab, invite people, teams, or your Workspace, and choose each one’s folder role: Collaborator or Member. See Shared folders for what each role can do.
- Save your changes. The folder is now shared, and everyone you invited can see what’s in it.
Note: You can’t convert a folder through the Read AI MCP Server. Use the Read app instead.