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You can control who can view the dashboards, either a broad audience like your whole organization , or just you or public you cherry pick. |
Overview
You can control who can view the dashboards, either a broad audience like your organization , or just you or public you cherry pick. In this article you’ll learn the access restrictions mechanism and public sharing of dashboards.
Access
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restrictions
When you create a dashboard (or edit one of your dashboards) you can choose whether you allow others to access to it (be kind, sharing is caring) or keep it for yourself. You’ll find the following options to set up access restrictions:
My organization. Any logged in user in your instance can see the dashboard i.e., open dashboards for the whole organization. And they will see the dashboard “with your eyes”, what you see they will see.
Private. Only the creator of the dashboard can see it i.e., private dashboards, only you can see it.
This restriction can be set when you create the dashboard, or accessing through the lock menu. It’s indicated with an unlock icon if “My organization” is selected and with a lock icon if “Private” is selected.
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Public Sharing
Access restrictions are independent from a shared dashboard. A dashboard can always be shared.
It’s intended to allow anonymous access, so anyone with the link can see the content of the dashboard
Share Board → Share Dashboard
Separate the Internal URL section and the Public URL section
Internal URL → Internal link
Explanatory text: If the access restriction is set to "All Users" then, any user who can log in can see the dashboard with this link
Separator line
Initially, the toggle is disabled (grey) and there's no link to be copied, it appears when the toggle is enabled (green).
The toggle has tooltips in both states, disabled and enabled:
Enable public link
Disable public link
Explanatory text: It’s intended to allow anonymous access, so <b>anyone</b> with this link can see the content of the dashboard, even external users.
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Lite version
The Lite version doesn’t not allow dashboard access restrictions, because it’d hinder the ability to showcase the dashboards that this version is supposed to do. Imagine that a single user creates several dashboards but nobody in the organization can access them.
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Independently of the access restrictions set in the dashboard creation, my organization or private, the dashboard can be externally shared (see Learn about Public or External Sharing).
See also
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