Share and publish

The Share dialog of the Coastal survey project: Ana Diaz picked in the field with Viewer chosen beside the Add button, and under People with access the owner Lena Ortiz, Jonas Berg as Editor and Sam Ito as Viewer

To	Use	Who sees it
Work with people who have an account on your Dezfil	A project and its Share dialog	The people you add, as Viewer or Editor
Show a finished map to anyone	Publish in the map builder	Anyone with the link, without an account
Show a map inside another web page	Embed in the publish panel	The visitors of that page
Put a map in a report or slides	Export › Image in the map builder	Whoever gets the PNG file

Put your work in a project

A project holds maps, workflows and datasets. The people you share it with reach everything filed in it. Work in no project stays private to its owner. To share one map and what it brings, give it a project of its own.

1. Open Projects in the side menu and click New project.
2. Type a Name of up to 120 characters and click Create. You should see the new project’s card.
3. Open the project and click Add to project. The dialog has a tab each for Maps, Workflows and Data.
4. Tick what you want and click the button that counts it, such as Add 3 items. You should see the items in the project’s sections.

A map or workflow sits in one project at most: adding it moves it from its old one. A dataset can be in several.

A map brings the datasets it draws and the workflows that make them; a workflow brings the datasets it reads and writes. Only your own work is offered.

From a card in Maps, Workflows or Data, Add to a project files that one item with what it brings; a filed map or workflow offers Move to another project instead.

Share a project with people

Only the project’s owner shares it.

1. On the project’s page, click Share. On Projects, a card’s Share project button opens the same dialog.
2. In Add people by name or email, type part of their name or their whole email address, then pick the person from the list.
3. Choose Viewer or Editor and click Add.

You should see the person under People with access, and a line such as Added Ana Diaz as Viewer. at the bottom of the dialog.

The project appears on their Projects page, and its card shows your first name and their role. Dezfil sends no notice: tell them yourself.

You can add only people with an active account on your Dezfil. An admin invites the others on Users.

What Viewers and Editors can do

A role covers everything filed in the project, whoever owns it.

Action	Viewer	Editor
Open the project’s maps, workflows and datasets	Yes. Maps open read-only, with zoom, north and fit	Yes. Maps open in the builder
Query the project’s datasets in SQL, download data, export the project	Yes	Yes
Duplicate a map or workflow	Yes. The copy is yours, in no project	Yes. The copy is yours, filed in the project
Change maps and workflows: layers, styles, legend, widgets, steps	No	Yes
Run workflows	No	Yes
Add your own maps, workflows and datasets to the project	No	Yes

Some acts stay with one person, whatever the roles:

• Only a dataset’s owner changes it, refreshes it or deletes it.
• Only a map’s owner publishes it, changes its publication, unpublishes it or deletes it.
• Only the project’s owner renames, shares, hands over or deletes it. They can also edit every map and workflow in it.

Admins get no access to anyone’s work.

Database connections are never shared. A dataset that refreshes from your PostGIS connection stays yours to refresh, and the Share dialog names each one.

In SQL, you write someone else’s dataset with their SQL name in front, such as lena_ortiz.stations. The Share dialog shows each person’s SQL name.

Change roles, remove people and hand a project over

The project’s owner does all of this in the Share dialog:

• Change a role: click the person’s role and pick Viewer or Editor.
• Remove someone: point at their row and click the cross. Undo at the bottom of the dialog puts them back. Nothing they own is deleted.
• Hand the project over: click Owner on your row and pick Transfer ownership…, or pick Make owner in a member’s role menu. Choose the new owner and click Transfer ownership.

After a hand-over you stay an Editor, and every item keeps its owner. Only an active member can receive a project.

To leave a project shared with you, click ⋯ on its page, pick Leave project and confirm. What you made there stays yours and stays in the project.

To delete a project you own, click ⋯, pick Delete project and confirm. Only the project goes: its maps and workflows stay, in no project.

Publish a map

1. Open the map in the builder and click Publish at the top right.
2. Click Fields this will share to see what each layer sends to readers. Click Edit on a layer to tick fields on or off.
3. Click Publish map.

You should see Published, the link, Copy link and Open. Preview in the top bar opens the published page.

Readers see the map as it is, and your later edits reach them on their next load. A hidden layer’s features are not published, but a widget on it still shows readers its numbers. Which widgets go out: Widgets and tools.

By default, a layer shares the fields its style, filters and widgets need, marked needed to render, plus those its hover and click pop-ups show. Reset to automatic restores the default. On a published map, Fields this will share reads Shared fields.

A layer drawn as cells, such as hex bins, shares only the cells’ computed values.

The publish panel of a published map, under its link: the Shared fields row with its counts, Opens in with Light chosen, the Readers can list with Zoom and North always on and 3D tilt, Fit to data, Light / dark, Basemap picker and Cursor coordinates ticked, and the Embed and Unpublish buttons

To change what readers can do, click Published at the top right:

• Opens in: Light or Dark. A map opens in the mode you published it in, and follows when you switch the app’s theme in its builder.
• Readers can: untick 3D tilt, Fit to data, Light / dark, Basemap picker or Cursor coordinates. All are on at first, and Zoom and North always stay.

These changes keep the link and reach readers on their next load.

To stop sharing, click Published, then Unpublish. The link stops working at once, and readers see Map not found. Publishing the map again gives it a new link, opening in the mode you are working in, with every control on.

On the Maps page, a card’s Publish map publishes a draft, and Copy share link copies a published map’s link.

Note

Other people in the project see that a map is published, but not its link.

Embed a map in a web page

1. Publish the map, then click Embed at the bottom of the publish panel.
2. Click Copy code. You should see Code copied.
3. Paste the code into the HTML of your page.

Embed code

<iframe src="https://<YOUR_DEZFIL_ADDRESS>/v/<LINK_ID>?embed=1" width="100%" height="480" style="border:0" title="World cities" loading="lazy" allowfullscreen></iframe>

• ?embed=1 shows the embedded view: the map with zoom, north and, while it is ticked, Fit to data, without 3D tilt, the theme switch, the basemap picker or the coordinates.
• width="100%" fills the width of the page’s column. Change height="480" to suit your page.
• The embed is the published map: your edits reach it, and Unpublish takes it down too.

Note

An admin decides which sites may show embedded maps, in Settings › Publishing › Embedding on other sites: Any site, Listed sites or Off. Under Off, the panel has no Embed button and embeds already on other sites stop showing the map.

Export an image

1. In the map builder, click Export and pick Image. A dialog opens with a preview of your current view.
2. Frame the picture: drag the preview to move the map, scroll to zoom.
3. Pick a Shape and a Size. To add a title, type it in Title.
4. Click Download PNG. You should see Preparing image…, then your browser saves a PNG named after the map.

The Export image dialog of the World cities map: a preview of the map with the title World cities, the By country widget, the legend and the credit, and the options beside it: Shape with 4:3 chosen, Size with 1920 px wide, the Title, Include the legend on, the By country switch under Widgets, and the start of Basemap

Option	What you choose
Shape	16:9, 4:3, 1:1, or Custom: drag the preview’s bottom or right edge
Size	1280, 1920 or 2560 pixels wide. A size that would be over 4,096 pixels tall is grayed out
Title	Up to 200 characters, in size XS, S, M or L
Legend	Include the legend, and its size. It sits in the corner the map’s legend uses
Widgets	On a map with widgets, a switch for each one, and their size
Basemap	The size of the basemap’s labels and symbols, and Labels, Roads, Borders, Buildings, Water and Land on or off, except on an imagery basemap
Credit	The size and corner of the map data credit. Every image carries it

The options change only the image, never the map. A new dialog opens at 1920 pixels wide and 4:3; an admin changes that in Settings › Publishing › Image export.

For a layer’s data rather than a picture, pick Data in the same menu.

Export a project

1. On the project’s page, click Export project. On Projects, a card’s Export bundle button opens the same dialog.
2. Under Contents, tick what to export and click Next.
3. Under Review, choose the Dataset format: GeoParquet, GeoJSON or CSV.
4. Click Download. You should see your browser save a zip file named after the project.

The zip holds the maps and workflows as JSON, without published links. Its datasets upload to any Dezfil as files; the maps and workflows have no import.

Troubleshooting

Publish map is grayed out. The panel says why under the button, such as “Only admins can publish maps on this instance.” An admin changes this in Settings › Publishing › Who may publish.

Publishing says “You can view this but cannot make this change.” The map belongs to someone else in the project. Ask its owner to publish it.

The person you want to add is not found: “No account with that name.” or “No account with that email.” Type part of their name, or their whole email address. They need an active account: an invited person has one once they use their sign-in link.

The embedded map does not show on your site. Embedding is Off, or your site is not listed. Ask an admin for Any site, or to add your site’s address under Listed sites, such as https://intranet.example.com.

Image is grayed out in the Export menu. The view is too close to frame at the map’s width. Zoom out a little, widen the map or use fullscreen.

The builder says “This item has changed. Reload it before trying again.” The map changed after you opened it, for example by an Editor. Click Reload, then Copy SQL to keep SQL you have not saved, then Reload again.

Next steps

• Build the map you want to share: Build a map.
• Add accounts for the people you share with: Users.
• Publish from a script or an AI agent: the API quickstart and Connect an AI agent.
• Every setting behind publishing and image export: Configuration.