Sharing dashboards

When a dashboard is saved, it's private by default. You can make it accessible to all workspace users by changing its status, share it with specific workspace users with defined permissions, or generate a shareable link for non-workspace users.

Dashboard statuses

• Private - Only the author of the dashboard can preview and edit the dashboard.
• Public Readable - All users of a workspace where the dashboard was created can preview it, however, only the author can edit it.
• Public Editable - All users of a workspace where the dashboard was created can preview and edit it.

Sharing with all workspace users

1. Go to Decision Hub > Dashboards.
2. Find a dashboard you want to share.
3. On the right of the dashboard name, click the icon with the status.
   Result: A dropdown list appears.
4. From the dropdown list, select a dashboard status.
   • Public Readable - All users of a workspace where the dashboard was created can preview it, however, only the author can edit it.
   • Public Editable - All users of a workspace where the dashboard was created can preview and edit it.

Sharing with specific workspace users

1. Go to Decision Hub > Dashboards.
2. Click the dashboard on the list.
3. In the upper-right corner, click the Share button.
   Result: A dropdown list appears.
4. From the dropdown list, select the With user option.
   Result: The Share with user pop-up appears.
5. In the Email address field, enter the email address of a workspace user you want to grant access to.
6. From the dropdown next to the email field, select the permission level:
   • View - The user can only preview the dashboard.
   • Edit - The user can preview and edit the dashboard. Users with this permission can also share the dashboard with other users.
7. If you want to give access to more than one user, click Add email and repeat steps 5–6.
8. Confirm by clicking Apply.
   Result: The selected users are granted access to the dashboard. There is no email notification sent to them.

To revoke access, open the Share with user pop-up and remove the user's email address.

Sharing with non-workspace users

To share a dashboard with users who are not part of your workspace, generate a shareable link. The link points to a snapshot of the dashboard's results from the time it was shared.
The snapshot is available even after the dashboard is deleted.

1. Go to Decision Hub > Dashboards.
2. Click the dashboard on the list.
3. Wait for all elements of the dashboard to calculate. If necessary, scroll down to confirm that all calculations are complete.
   
   If you click Share before all the calculations are finished, the shared dashboard will be incomplete.
   
4. On the upper right side, click the Share button.
   Result: A list appears.
5. From the dropdown list, select the By link option.
   Result: A pop-up appears.
6. In the TTL (days) field, define how long the link remains active.
7. Click Generate.
   Result: The dashboard link is generated. The pop-up displays the Created, Last update, and Valid until timestamps. The Valid until date is calculated as the date and time of clicking Generate plus the number of days set in the TTL (days) field.
   

   

8. Click Copy link.
   
   The dashboard under the link isn't updated in real time. It displays data from the date shown in the Last update. To update the dashboard data under the link, open the pop-up and click Refresh.
   

To revoke access to the shared link, open the pop-up and click Remove link.