Sharing Dashboards

You can share dashboards internally with team members or externally via public links.

Method	Audience	Authentication
Dashboard Groups	Team members	User login
Share Links	Anyone with the link	Optional (password/email)
Templates	Other companies	N/A (copy of structure)

Dashboard Groups control which team members see specific dashboards.

Assigning dashboards to groups

Open the dashboard
Click the Edit (pencil) icon in the header
Dashboard settings panel appears on the right
Scroll to Dashboard Permissions Groups
Select one or more groups from the dropdown
Changes save automatically

Creating and managing Dashboard Groups

Go to Settings in the sidebar
Select Dashboard Groups
Click + New Group to create one
Or click an existing group to edit
Add or remove users from the group

Learn more in Dashboard Groups.

Share links let anyone with the URL view your dashboard without logging in.

Open the dashboard
Click the Share button in the header
Click Create Share Link
Choose a dashboard from the list (new links start as drafts)
Configure settings in the editor
Click Save or Save & Close
Copy and share the URL

New links are created as unsaved drafts. You must save at least once before the link is active and can be copied.

The editor has three tabs:

General: link name, theme, and whether to use the description as the page title
Filtering: filter variables and date filters available to viewers
Security: authentication, expiration, and drilldown settings

Saving behavior

Changes in the editor are not saved automatically.

Click Save to persist changes and keep the editor open
Click Save & Close to save and exit
If you try to close with unsaved changes, a prompt asks whether to save, discard, or cancel

You cannot copy the link or send email invites until the link has been saved at least once and all changes are saved.

Copying a link

After saving, click Copy Link to copy the URL to your clipboard. Copying does not close the editor, so you can continue making changes if needed.

Email invites

For email-whitelist links, you can add emails to the whitelist before saving. If Auto-send email on addition is enabled, invites are queued and sent automatically after the next successful save. You can also send invites manually from the whitelist table after saving.

If the link has never been saved or has unsaved changes, the invite option is disabled until you save.

Authentication options

Option	Description
No Authentication	Anyone with the link can view
Password Protected	Viewers must enter a password
Email Whitelist	Only approved email addresses can view

Password protection

Enable Password Protection when creating the link
Set a password
Share the password separately with recipients
Viewers enter the password to access

When a viewer opens a password-protected link:

They see a password prompt before the dashboard loads
After entering the password and clicking Unlock, the button shows a loading spinner and the label changes to Loading report…
The input and button are disabled while the request is in flight to prevent duplicate submissions
If the password is wrong, an inline error appears below the input and the dialog stays open so they can try again
The page does not refresh on submit

Email whitelist

Enable Email Whitelist
Add approved email addresses
Viewers receive a verification code via email
They enter the code to access

You can set how long the access lasts after confirmation (days and hours). You can also choose whether to automatically send invites when adding emails.

In the Filtering tab, you can control what filter options viewers see:

Filter Variables: choose which values are available for each filter variable
Date Filter: set a default date range or rolling period for the shared view
Browser-Unique Filter State: when enabled, each viewer’s browser keeps its own filter selections instead of sharing a single state

Changes to filters in the share link editor are treated as unsaved changes and follow the same explicit save behavior as other settings.

Go to Dashboards and click the Share Links button
See all active links for your company
Edit, disable, or delete links
View access statistics

Organize links into folders:

In the Share Links page, create folders
Move links between folders
Helpful for managing many client or project links

Shared dashboard experience

When viewers access a shared dashboard:

They see it in read-only mode
Filter variables work (if configured)
Data updates according to your sync schedule
No ability to edit widgets or settings

Filter variables in shared dashboards

Viewers can change filter values
Each viewer’s filter state is independent
Filter states aren’t saved after leaving

Embedding dashboards

For advanced integrations, share links can be embedded using iframes:

<iframe
  src="https://app.resplendentdata.com/share/your-link-id"
  title="Shared Resplendent Data dashboard"
  width="100%"
  height="600"
  frameborder="0"
>
</iframe>

Best practices

Security

Use password protection for sensitive data
Set expiration dates on temporary shares
Audit active share links regularly
Use email whitelists for verified access

Naming conventions

Use descriptive link names:

“Client X - Monthly Report - Jan 2024”
“Board Presentation Q4”
“Partner Portal - Sales Data”

Managing multiple links

For the same dashboard, you might create multiple links with:

Different authentication for different audiences
Different expiration dates
Tracking usage by recipient

Troubleshooting

Link not working

Check if the link expired
Verify it’s not disabled
Ensure the dashboard still exists

Authentication issues

For password links: verify password is correct
For email whitelist: check email is on the approved list
Ask the link owner to verify settings

Data not updating

Share links show data from the last sync
Check if the underlying integration is syncing
Contact the dashboard owner for sync issues

Sharing Dashboards

Sharing methods

Internal sharing with Dashboard Groups