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 Databoard window. 

1
 Navigate to the  Databoards page   
2
 Hover over the Databoard whose Shareable Link you want to access. Click on the Share icon. 
Pro Tip: If you want to access the Shareable Link for Looped Databoards, click the Share icon for the first Databoard in the loop. 
3
 This will open the  Shareable Link tab in the Share Databoard popup
4
 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
  Add DataboardsLoop Databoards allows you to loop multiple Databoards together to create one centralized Shareable Link to host your full report.
D
  Loop every X seconds: Select the checkbox Loop every X seconds and enter the number of seconds in the textbox to have your Databoards autoloop after a set amount of time. 
E
  Additional Settings: Click the Advanced Settings to uncover options to protect Shareable Link.
F
  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. 
G
  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. 

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 Databoard 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 setting permissions for the first Databoard in the loop.

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 Databoard 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 textbox. 
6
 Open the Shareable Link in a new window. You will be prompted to enter your password before accessing the Databoards.
Pro TipYou can secure the Shareable Link for looped Databoards by setting permissions for the first Databoard in the loop.  

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 [email protected] 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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