Overview: Shareable Link

Databoards can easily be shared and accessed through the Shareable Link. The Shareable Link is a unique page outside of the Databox app where your Databoards are accessible. 

By sharing the Shareable Link with your team, Clients, executive team, etc., you can ensure everyone has one central location to access the appropriate reports. The Shareable Link will display your Databoard(s) with the same Date Range options, visualizations, and data sync frequency as you have set in the Databox Account. 

HOW TO

How to access Shareable Links

To access Shareable Links, navigate to the  Databoards and hover over the Databoard whose Shareable Link you want to access. Click on the Share icon to open the Share window. 

1
 Navigate to the  Databoards page   
2
 Hover over the Databoard whose Shareable Link you want to access. Click on the Share icon. 
3
 This will open the  Shareable Link tab in the Share window
4
 Click the green Copy button to copy the Shareable Link to your clipboard
Pro Tip: If you want to access the Shareable Link for Looped Databoards, navigate to  Databoards >  Looped Databoards  and find the loop that you want to share. Click on the dropdown arrow next to the  View  button > select  Share  and Shareable Link  tab will open in the Share window. Click the green  Copy button to copy the Shareable Link to your clipboard.

How to use Shareable Links

A
  Copy: Click the green  Copy button to save the Shareable Link to your clipboard in order to share it further with your team, clients, etc.
B
  Revoke Token: Other than deleting the Databoard, clicking  Revoke token is the only way to generate a new Shareable Link. Otherwise, the Shareable Link associated with the Databoard will remain the same.

C
  Create a Databoard Loop:  Loop Databoards allows you to loop multiple Databoards together to create one centralized Shareable Link to host your full report.
D
  Additional Settings: Click the Advanced Settings to uncover options to protect Shareable Link.
E
  Limited to IP addresses: By default, Shareable Links are accessible through their unique web addresses. You can further protect your Databoards by restricting access to the Shareable Link to specific IP addresses. 
F
  Password protected: For added security, you can add a password to protect your Shareable Link. This password must be entered before the Databoards are accessible through the Shareable Link. 
G
  Restrict ability to view additional Date Ranges for external viewers: If you only want external viewers (non-Databox users and users not logged into the Databox Account) to only be able to view the Date Range set on the Datablocks, select this option. 

How to loop Databoards together

Learn how to loop Databoards together here.

How to further secure Shareable Links

IN THIS SECTION

How to limit access to Shareable Links by IP Address

1
 Navigate to the  Databoards page    
2
 Hover over the Databoard whose Shareable Link you want to access. Click on the Share icon. 
3
 In the  Share window  Shareable Link tab opens 
4
 Click Advanced Settings at the bottom of the window
5
 Check the Limited to IP Addresses checkbox and enter your IP Addresses in the textbox. Wildcards such as * are accepted. Separate multiple IP Addresses using commas.   
Pro Tip: You can secure the Shareable Link for Looped Databoards by   navigating to  Databoards  >  Looped Databoards  and find the loop that you want to share. Click on the dropdown arrow next to the  View  button > select  Share  and Shareable Link  tab will open in the Share window. Click Advanced Settings at the bottom of the window > check the  Limited to IP Addresses checkbox and enter your IP Addresses in the textbox. Wildcards such as * are accepted. Separate multiple IP Addresses using commas.   

How to Password Protect Shareable Links

1
 Navigate to the  Databoards page    
2
 Hover over the Databoard whose Shareable Link you want to access. Click on the  Share icon. 
3
 In the  Share window  Shareable Link tab opens 
4
 Click  Advanced Settings at the bottom of the window
5
 Check the  Password Protected checkbox and enter your password in the text box. 
Pro Tip:  Special characters, like ''#'', ''%'', ''&'', etc. are not supported.
6
 Open the Shareable Link in a new window. You will be prompted to enter your password before accessing the Databoards.
Pro Tip:  You can secure the Shareable Link for Looped Databoards by  navigating to  Databoards  >  Looped Databoards  and find the loop that you want to share. Click on the dropdown arrow next to the  View  button > select  Share  and Shareable Link  tab will open in the Share window. Click Advanced Settings at the bottom of the window > check the  Password Protected checkbox and enter your password in the textbox.  Special characters, like ''#'', ''%'', ''&'', etc. are not supported.

How to create a Custom Domain for your Shareable Links

Learn how to create a Custom Domain for your Shareable Links here.

    If you are an Agency User that had previously set up a custom subdomain to host your Shareable links, you will need to contact help@databox.com to connect your custom subdomain to any new Client Accounts that you add to the Databox system.

    This is not necessary for Agencies with the White-Label Add-on. 

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