Skip to main content
Public Dashboard Sharing

Easily share dynamic dashboards with a broader audience using SmartSuite’s Public Dashboard Sharing feature

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

SmartSuite’s Public Dashboard Sharing feature allows you to provide real-time data access to stakeholders, clients, or team members outside your SmartSuite account.


Plan Availability:

All plan types

Permissions:

Administrators and Dashboard Owners

Related Reading:


Key Benefits

Wider Accessibility

  • Share dashboards with anyone via a unique link.

  • No need for individual logins or account access.

Real-Time Updates

  • Ensure viewers always see the latest data as updates occur.

  • Perfect for keeping external stakeholders informed with live metrics.

Simplified Collaboration

  • Foster transparency by centralizing critical information.

  • Share progress, metrics, and data visualizations effortlessly.


How It Works

Steps to Share a Dashboard

  1. Select the Dashboard: Navigate to the dashboard you wish to share.

  2. Click "Share View": Locate the Share View icon next to the Dashboard Name

  3. Toggle the Shared View Option: Enable sharing to generate a unique shareable link and embeddable code.

This link provides read-only access, ensuring your data remains secure and uneditable.


Customizing the Shared Dashboard

Display Controls

Tailor the viewer experience using these options:

  • Share All Fields: Limit visible data to only the fields displayed in the shared dashboard.

  • Allow Viewers to Open Records: Enable or restrict access to individual record details.

  • Display Toolbar: Show or hide the dashboard’s toolbar for a cleaner appearance.

  • Restrict Access with a Passcode: Require viewers to enter a password to access the shared dashboard.


Regenerating a Shared Dashboard Link

If you need to revoke access to a previously shared dashboard:

  1. Click the Regenerate Icon in the Share View dialog.

  2. The existing link will be deactivated, and a new link will be generated.

This ensures you can maintain control over who has access to your dashboard at all times.

Did this answer your question?