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Sharing Dashboards

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

Sharing methods

Section titled “Sharing methods”
MethodAudienceAuthentication
Dashboard GroupsTeam membersUser login
Share LinksAnyone with the linkOptional (password/email)
TemplatesOther companiesN/A (copy of structure)

Internal sharing with Dashboard Groups

Section titled “Internal sharing with Dashboard Groups”

Dashboard Groups control which team members see specific dashboards.

Assigning dashboards to groups

Section titled “Assigning dashboards to groups”
  1. Open the dashboard
  2. Click the Edit (pencil) icon in the header
  3. Dashboard settings panel appears on the right
  4. Scroll to Dashboard Permissions Groups
  5. Select one or more groups from the dropdown
  6. Changes save automatically

Creating and managing Dashboard Groups

Section titled “Creating and managing Dashboard Groups”
  1. Click Company in the sidebar
  2. Select Dashboard Groups
  3. Click + New Group to create one
  4. Or click an existing group to edit
  5. Add or remove users from the group

Learn more in Dashboard Groups.

Section titled “Public share links”

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

Section titled “Creating a share link”
  1. Open the dashboard
  2. Click the Share button in the header
  3. Click Create Share Link
  4. Configure settings:
    • Link Name: Descriptive name
    • Expiration: Optional expiration date
    • Authentication: Password or email whitelist
  5. Click Create
  6. Copy and share the URL

Authentication options

Section titled “Authentication options”
OptionDescription
No AuthenticationAnyone with the link can view
Password ProtectedViewers must enter a password
Email WhitelistOnly approved email addresses can view

Password protection

Section titled “Password protection”
  1. Enable Password Protection when creating the link
  2. Set a password
  3. Share the password separately with recipients
  4. Viewers enter the password to access

Email whitelist

Section titled “Email whitelist”
  1. Enable Email Whitelist
  2. Add approved email addresses
  3. Viewers receive a verification code via email
  4. They enter the code to access
Section titled “Managing share links”
  1. Click Share Links in the sidebar
  2. See all active links for your company
  3. Edit, disable, or delete links
  4. View access statistics
Section titled “Share link folders”

Organize links into folders:

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

Shared dashboard experience

Section titled “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

Section titled “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

Section titled “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

Section titled “Best practices”

Security

Section titled “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

Section titled “Naming conventions”

Use descriptive link names:

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

Section titled “Troubleshooting”
Section titled “Link not working”
  • Check if the link expired
  • Verify it’s not disabled
  • Ensure the dashboard still exists

Authentication issues

Section titled “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

Section titled “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
Section titled “Related topics”