Share a dashboard
Create a share link for a dashboard so people outside Studio can view it, and withdraw the link again when they no longer need access.
You can let other people view a dashboard in three ways: share it with your whole company, invite named colleagues, or create a public link for people outside Studio, such as your auditors or board. You can use any mix of the three, and withdraw each one again. Everyone you share with sees the dashboard read-only.
Before you start
- You created the dashboard. Only the person who created a dashboard sees Share.
- For a public link or company access, you are an Owner or Admin. Your role is shown under Settings > Team. A Member can invite named colleagues, but cannot turn on a public link or company access.
Open the share settings
Open the dashboard
Go to Dashboards and click the dashboard.
Choose Share
Choose Share at the top right. The share window lists Public link, Company access and Invite people, each with its own setting.
Create a public link
Turn on Public link
Switch on Public link. Anyone with the link can view the dashboard, without signing in.
Copy the link
Choose Copy next to the link and send it to the people who need it.
What people with the link see:
- The dashboard name and its charts, with live figures from your tables.
- A label that says Live data and when the figures were last updated, or Showing last known data if the latest load failed.
- The page refreshes itself from time to time while it stays open.
They do not see Studio, your tables or Open data.
Withdraw a public link
Switch off Public link. The link stops working, and anyone who opens it sees "Access revoked".
If you switch it back on later, Loopfour makes a new link. The old link stays withdrawn, so send the new one to the people who still need it.
Share with your whole company
Switch on Company access. Everyone in your company can then find the dashboard under Dashboards, marked "Shared by" and your name. Switch it off to stop sharing.
Invite named colleagues
Find the person
Under Invite people, type a colleague's name or email address and pick them from the list.
Choose Invite
Choose Invite. They now see the dashboard under Dashboards, view-only.
You can invite people who are already members of your company in Studio. To add someone new, invite them to the company first, under Settings > Team. See Team and access.
To stop sharing with one person, choose the cross next to their name.
Check it worked
- With Public link on, opening the copied link in a private browser window shows the dashboard.
- With Public link off, the same link shows "Access revoked".
- A colleague you invited sees the dashboard under Dashboards with "Shared by" and your name.
If something goes wrong
- "Only owners and admins can publish a dashboard." Ask an Owner or Admin in your company to share it, or to change your role.
- "No user found for that email or id." The person is not a member of your company yet. Invite them under Settings > Team first.
- You do not see Share. Someone else created the dashboard. Ask them to share it.
Each change to sharing is recorded in your company's audit log, with who made it and when. See Audit trail.
Related
Build a dashboard with chat
Ask chat for a chart of your data, adjust what it shows, and arrange the charts and tables on the board so the report reads the way you want.
Charts and tables you can use
Pick the right chart or table for a dashboard, with the finance question each one answers, from aging buckets to trends over time.
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