Databoards can easily be shared and accessed through the Shareable Link. Databoards can be shared with your team members or outside the Databox app. To share the Databoard with your team members only, copy the internal link, but if you want to share it with collaborators outside the Databox app, you have to turn on Public link option. This makes the Shareable link accessible to anyone with the link. The Shareable Link with Public link turned on is a unique page outside 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
- Access Shareable Links
- Use Shareable Links
- Loop Databoards together with Looped Databoards
- Further secure Shareable Links
- Create a Custom Domain for your Shareable Links
- Stream on a TV or large monitor
How to access Shareable Links
- Navigate to the Databoard or Reports page.
- Hover over the Databoard or Report whose Shareable Link you want to access. Click on the Share icon.
- This will open the Shareable Link tab in the Share window.
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. If you want to share this link with external collaborators, make sure you turn on the Public link option.
How to use Shareable Links
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To share the Databoard or Report with your team members inside your account, use Copy internal link. Only users with the access will be able to view it.
To share the Databoard or Report externally, via Email, Slack or Stream it to TV, Shareable link has to be public, so anyone with the link can view it.
- Public link: Turn on to enable URL for sharing externally. When this option is enabled, you’ll see additional settings to secure the Shareable Link.
- Copy: Click on the Copy button to save the Shareable Link to the clipboard
- Regenerate URL: Use this option to generate a new Shareable Link. Use this if you want to revoke access to anyone with the old Shareable link.
- Create a Databoard Loop: Loop Databoards allows you to loop multiple Databoards together to create one centralized Shareable Link to host your full report.
- 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.
- 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.
- 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
- Navigate to the Databoards page
- Hover over the Databoard whose Shareable Link you want to access. Click on the Share icon.
- In the Share window, Shareable Link tab opens
- Enable Public Link
- Click Additional 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.
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. Enable Public link and click Additional Settings at the bottom of the window > check the Limited to IP Addresses checkbox and enter your IP Addresses in the text box. Wildcards such as * are accepted. Separate multiple IP Addresses using commas.
How to Password Protect Shareable Links
- Navigate to the Databoards page
- Hover over the Databoard whose Shareable Link you want to access. Click on the Share icon.
- In the Share window, Shareable Link tab opens.
- Enable Public Link
- Click Additional Settings at the bottom of the window
- Check the Password Protected checkbox and enter your password in the text box.
- Pro Tip: Special characters, like ''#'', ''%'', ''&'', etc. are not supported.
- 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. Enable Public link and click Additional settings at the bottom of the window > check the Password Protected checkbox and enter your password in the text box. 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.
Learn how to stream to a TV here.