How sharing works
Generate a secure link for any published dashboard. Recipients open it in the browser without installing software or creating an account when you allow public view access.
Permission levels let you choose who can view, comment, or edit. Revoke or rotate links at any time from your workspace settings.
Optional password protection and expiry dates help meet data-sharing policies for sensitive M&E and operational data.
- Link-based sharing with view-only or collaborator access
- Role-aware permissions aligned with your team structure
- Embeddable views for intranets and partner portals (placeholder)
Use cases
Teams use shareable dashboards to replace static slide decks with live metrics that stay current between meetings.
- Team updates: weekly ops reviews with filters by region or program
- Client reporting: donor-ready views with your logo and export to PDF
- Board packets: snapshot links that freeze metrics at period end
- Field coordination: mobile-friendly links for program managers on the go