Share a dashboard

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Availability

Users, Editors, and Admins

All organizations and accounts

Exclusive to select subscription plans

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Dashboards help you communicate performance data clearly and keep teams aligned around key metrics. Sharing them allows stakeholders to stay informed, monitor progress, and make data-driven decisions without needing direct access to the underlying tools or data sources.

Databox provides several ways to share dashboards depending on how you want others to access the data.

Follow these steps to open the sharing options.

1. Open the Share menu using one of the following options:

   • On the Dashboards page, hover over a dashboard and click Share.
   • While viewing a dashboard, click Share in the top toolbar.
   • In the Designer, click Copy URL in the top toolbar.

2. Select one of the available sharing tabs:

   • User Access
   • Shareable Link
   • Send Snapshot
   • Embed
   • Stream to TV

You can control who in your account can access a dashboard by configuring its permissions.

In the Share menu, select the User Access tab.

1. Click Change permissions.
2. Choose who can access the dashboard:
   • All users — the dashboard is visible to everyone in your account.
   • Selected users — only the users you choose can view the dashboard.
   • Only you (private) — the dashboard is visible only to you.
3. If you select Selected users, search for and select the users who should have access.
4. Click Save.

Note: Permissions determine who can access the dashboard, while each user's account role determines whether they can edit or only view it.

Shareable links allow you to provide access to a dashboard using a URL. You can copy an internal link for users who already have access, or generate a public link that can be viewed outside your account.

In the Share menu, select the Shareable Link tab.

Use an internal link to share the dashboard with users who already have permission to view it.

1. Click Copy internal link.
2. Send the link to users in your account.

Note: Note: If a user does not have permission to view the dashboard, they will not be able to access it using the internal link. Click Change permissions to update access settings.

Public links allow people outside your account to view the dashboard.

1. Turn on Enable Public link.
2. Click Copy to copy the generated URL.
3. Share the link with anyone you want to give access to the dashboard.

You can apply additional restrictions to control how external viewers access the dashboard.

• Protect with password — Require viewers to enter a password before accessing the dashboard.
• Limit to IP addresses — Allow access only from specific IP addresses. Wildcards such as * are supported.
• Restrict additional date ranges — Prevent external viewers from changing any date ranges.
• Restrict additional filters — Prevent external viewers from modifying dashboard filters.

Caution: Anyone with the public link can view the dashboard unless restrictions such as password protection or IP limits are enabled. If you need to revoke access, click Regenerate URL to invalidate the existing link and generate a new one.

You can send a dashboard as a snapshot by email or Slack. Snapshots capture the current state of the dashboard and send it as an image or PDF.

1. In the Share menu, select the Send Snapshot tab.
2. Choose where to send the snapshot:
   1. Select Send to Email and enter the recipient email addresses.
   2. Select Send to Slack and choose the Slack channel(s).
3. Select the File format (JPG or PDF).
4. Choose the Date range:
   1. As set on dashboard(s) to use the current date range.
   2. Select a specific date range (for example, Last Month).
5. Click Send now.

You can also customize how the snapshot is delivered:

• Include background images in exported document to preserve dashboard styling.
• Include Shareable link so recipients can open the dashboard directly.
• Custom subject and description to add a message to the email.

Embedding allows you to display a live dashboard on a website, intranet, or client portal. The embedded dashboard updates automatically as your data changes and remains interactive, allowing viewers to change the date range or interact with visualizations depending on the embed configuration.

In the Share menu, select the Embed tab.

1. Choose the Size option:

   • Responsive to automatically adjust to the container size.
   • Fixed to use a static size.

2. Click Copy code to copy the HTML embed code.

3. Paste the code into the HTML of your website or application where you want the dashboard to appear.

Streaming allows you to display a dashboard on a Smart TV or large screen for continuous visibility in offices, meeting rooms, or shared workspaces.

In the Share menu, select the Stream to TV tab.

1. On your Smart TV or display device, open a browser and go to tv.databox.com.
2. Enter the code shown on the TV screen in the Code field.
3. Click Stream to TV.

The dashboard will begin displaying on the connected screen.

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