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You can control who can view the dashboards, either a broad audience like your organization, just you or public you cherry pick.

Overview

You can control who can view the dashboards, either a broad audience like your organization, just you or public you cherry pick. In this article you’ll learn the access restrictions mechanism and public sharing of dashboards.

Access 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.

  • 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.

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.

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.

See also

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