Share and manage access to the Metadata Dictionary

Share your Salesforce Metadata Dictionary or Reference Model with colleagues so they can view, explore, and collaborate on metadata insights. Elements now provides a streamlined sharing experience that lets you invite users directly from inside the Org model, including users who are not yet members of your Space.

You can share access to a Metadata Dictionary directly from the screen you are working in. Click the "Share" button in the Org model interface, or navigate to Permissions and click the "View access" button.

In the share modal, enter the email addresses of users you want to invite, and select the role to assign. You can add up to 10 email addresses at once. Optionally, add a message to be included in the invitation notification.

There are two main roles in the metadata dictionary:

Click "Grant access" to send the invitation.

If you are a Space Admin, and the invited user is not yet a member of your Space (or is currently a Space Viewer), the system will redirect you to a second step where you can also invite them to the Space as editors or admins.

If you are not a Space Admin, you will see an error message indicating that you lack the permissions to add non-space members. In this case, ask a Space Admin to either invite them or grant you the admin permission.

To see who currently has access to the Metadata Dictionary and what role they hold, open the share modal or navigate to the Permissions tab in the right side panel. From here, you can:

When you grant access to a user, they receive both an email notification and an in-app notification. The notification contains a direct link to the specific metadata dictionary you shared access to, so your colleagues can immediately see the relevant content.