--- title: "Create and manage a share" slug: "configure-share" tags: ["Bobsled Transfers"] updated: 2025-06-04T10:23:29Z published: 2025-06-04T10:23:29Z canonical: "bobsled.com/configure-share" --- > ## Documentation Index > Fetch the complete documentation index at: https://bobsled.com/llms.txt > Use this file to discover all available pages before exploring further. # Create and manage a share This article will describe the steps to going from a blank share to having a data accessible to your consumers; picking a source, a destination, creating a data transfer, and monitoring it in the Bobsled application. --- ## Prerequisites - To successfully create a data transfer in a share, you must have at least one [Data source](/v2/docs/sources) preconfigured in Bobsled - If you’re establishing a connection to a Bobsled-managed destination, all you need to do is pick where you want your data to be shared. Sharing to an externally managed destination may require more details before you are ready to start creating a transfer. Check our supported [Destinations](/v2/docs/destinations) for more information > [!NOTE] > **NOTE:** What you can see and do will differ based on your [role and permissions](/v2/docs/users-and-roles). --- ## Overview ![](https://cdn.document360.io/87a415ff-4d6a-4c0c-adbb-26c563a2d9a8/Images/Documentation/new-share.png) Each **share** contains the following information: - **Share name** and **description**: An optional combination of fields to provide more context to the contents of the share - **More options** (ellipsis icon): - **Archive**: Retires the share and moves it to the archived tab. It gets permanently deleted after 30 days - `Share ID` Unique identifier for that share. Check our [API documentation ↗](https://api.bobsled.co/reference/getting-started) for more information on how to use it to create and manage Shares programmatically. - **Provider**: Automatically populated, contains your account name and your email - **Consumer organization**: Clicking on the ‘[Add Consumer organization](/v2/docs/create-and-manage-consumers)’ button will allow you to set the consumer for this data. - **Source:** Pick from a list of existing data sources preconfigured in Bobsled - **Destination:** Pick a [destination](/v2/docs/destinations) based on your needs - **Transfers:** [Create a data transfer](/v2/docs/transferring-data) once you have a source–destination combination - **Logs**: Observable information about your data transfers. [Learn more](/v2/docs/logs). > [!NOTE] > **NOTE:** Adding a Consumer organization to your Share is optional but it’s highly encouraged, as it affects your pricing, bar in [Multi-tenant Filtering](/v2/docs/multi-tenant-filtering). --- ## Setup instructions 1. From the side panel, select **Shares** 2. Click the **Create share** button 3. A blank Share page has been created. Follow the steps below to set each section of the share ### Adding Share name and description (optional) ![](https://cdn.document360.io/87a415ff-4d6a-4c0c-adbb-26c563a2d9a8/Images/Documentation/share details.png) 1. With your cursor, **hover** over the title section, and click on the **pencil** icon 2. In the modal, change the **name** and **description** (optional) 3. Click **save** --- ### Adding Consumer organization (optional) 1. Click Add **Consumer Organization** 2. In the modal, choose from existing consumer organizations or create a new one 3. Click **Done**. > [!NOTE] > **NOTE:** If you have [Multi-tenant Filtering](/v2/docs/multi-tenant-filtering) enabled for your account, [Consumer organizations](/v2/docs/consumer-organizations) are required. --- ### Pick a source 1. Click **Pick source** > [!NOTE] > **NOTE:** You must have at least one source pre-configured in Bobsled. Check our [Sources](/v2/docs/sources) setup guides to learn how to configure yours. 1. In the modal, select the **dropdown** and locate your source 2. Once you’ve set your source, click **save** ![](https://cdn.document360.io/87a415ff-4d6a-4c0c-adbb-26c563a2d9a8/Images/Documentation/Group 9.png) > [!NOTE] > **TIP:** If you haven’t created a data transfer yet, you can **remove your data source** (and destination), by clicking on the **remove (x) icon**. After you’ve created a data transfer, you must archive the current share if you wish to change these values. --- ### Pick a destination 1. Click **Pick destination** 2. In the modal, select your desired **destination**, cloud platform if applicable, region, and click **next** 3. Depending on the type of **destination** you’re choosing, you can grant access to the destination now or later 4. If you’ve granted access, click **finish**. If you wish to do this later, click **skip for now** Learn more by checking our [Destinations](/v2/docs/destinations) section, how to set up, and grant access ![](https://cdn.document360.io/87a415ff-4d6a-4c0c-adbb-26c563a2d9a8/Images/Documentation/des.png) > [!NOTE] > **NOTE:** For **Bobsled-managed destinations**, you can add the **access details after**. You can see this with the message ‘**No access granted**’. Data transfers from your source can be created and automated, but consumers will only have access once you grant access. > > > > **TIP:** If you haven’t created a data transfer yet, you can **remove the destination** (and data source), by clicking on the **remove (x) icon**. After you’ve created a data transfer, you must archive the current share if you wish to change these values. --- ### Create and manage a data transfer Once you’ve set a [source](/v2/docs/configure-share#pick-a-source) and a [destination](/v2/docs/configure-share#pick-a-destination) in the share, click on **Create transfer**. Learn more on the [Create and manage a data transfer](/v2/docs/transferring-data) guide. --- ### Archiving a share When you need to retire a share manually, you can do so by following these steps: 1. From the **share** page (or the share list page), click on the **more** icon (ellipsis) 2. Click **Archive** 3. The dialog box will prompt you with two options: ![](https://cdn.document360.io/87a415ff-4d6a-4c0c-adbb-26c563a2d9a8/Images/Documentation/4.png) - **Move to archive**: this option will retire the share, revoke access immediately, and will permanently delete the data after 30 days - **Delete forever**: instructs Bobsled to delete the share and its contents—please note that this action is irreversible 4. Click on ‘**move to archive**’, and the share will be moved to the Archive tab, where you can restore it within 30 days