Sharing and Access Control

Sharing Options

1. Private (Default)

   • Only you can see the dashboard
   • Not shared with anyone

2. Share with Specific People

   • Select individual users to grant access
   • They see it in their dashboard list
   • You control who has access

3. Share with Organization

   • Everyone in your organization can access
   • Appears in their dashboard list
   • Great for team dashboards

4. Public Link

   • Anyone with the link can view
   • Perfect for external sharing
   • Link remains active until you revoke it

How to Share

1. Click the "Share" button in dashboard header
2. Choose sharing option:
   • General Access: Private, Organization, or Public
   • Add People: Search and select specific users
3. Copy the share link if public
4. Click "Save" to apply changes

Share Link Features

Copy Link

• Click "Copy Link" to get the shareable URL
• Send via email, chat, or embed in documents

Embed Code

• Click "Get Embed Code" for iframe code
• Paste in websites or internal portals
• Dashboard displays in the embedded frame

Managing Access

• See everyone who has access
• Remove users by clicking the X next to their name
• Change between private/organization/public anytime

Access Levels

View Only

• Users can see charts and apply filters
• Cannot edit the dashboard
• Cannot change layout or add items

Edit Access

• Available to dashboard creator and workbook editors
• Can modify layout, add/remove items
• Can change sharing settings

Pro Tips

• Start with private, share when ready
• Use organization sharing for internal dashboards
• Use public links for client reports or external stakeholders
• Review who has access periodically
• Remove access when team members change roles