Introducing Public Dashboard Sharing, designed to enhance your SmartSuite experience by enabling you to share read-only versions of your dynamic dashboards with a wider audience. Whether you need to disseminate real-time data to stakeholders, clients, or team members that are not part of your SmartSuite account, this feature empowers you to make your insights accessible to everyone with just a few clicks.
Key Benefits:
Wider Accessibility: Expand the reach of your insights by sharing your dashboard publicly. Anyone with the shared link can access and view the dashboard, eliminating the need for individual logins or access permissions.
Real-Time Updates: Ensure that your audience always has access to the latest data. Public Dashboard Sharing offers real-time updates, so your viewers see changes and updates as they happen on the live dashboard.
Simplified Collaboration: Foster collaboration and transparency by providing a centralized location for stakeholders to access critical information. Whether it's project progress, metrics, or data visualizations, your audience can stay informed effortlessly.
How It Works:
Sharing your dashboard publicly is a straightforward process within SmartSuite.
Simply select the dashboard you want to share.
Click on "Share View" icon next to the reporting toolbar.
Toggle the Shared View
This will generate a unique shareable link and embeddable code. This link can be accessed by anyone external to SmartSuite.
You have full control over what your audience can see, ensuring they get a read-only view of the dashboard without editing or altering your original data.
Display Controls
You can a variety of display controls to customize the Dashboard experience:
Share all fields:
Only allow users to view fields that are included in this view and restrict them from seeing all available fields in this Table
Allow viewers to open records:
If enabled, viewers can open individual records
Display toolbar:
If turned off, toolbar with view controls will not be displayed
Restrict access with a passcode:
Users will be required to enter a password, prior to being provided access to the shared view
Regenerating a Shared Dashboard Link
If you ever need to remove access to your Dashboard and want to deactivate a link you have already distributed, you can regenerate the link. Just click the Regenerate icon (shown in the image below) and the old link will be inactivated instantly, replaced by a brand new link that you can choose to share.
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