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 |
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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
Select the Dashboard: Navigate to the dashboard you wish to share.
Click "Share View": Locate the Share View icon next to the Dashboard Name
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:
Click the Regenerate Icon in the Share View dialog.
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.