Sharing & Permissions

Control who can view and edit your dashboards with access levels and permission grants.

Access Levels

Every dashboard has an access level that determines its default visibility:

Level	Who Can View	Use Case
Private	Only users with explicit permission	Personal dashboards, work in progress
Internal	All organization members	Company-wide KPIs, team dashboards
Public	Anyone with the link (no login required)	External reports, stakeholder sharing

Sharing a Dashboard

1. Open the dashboard in the editor
2. Click the Share button
3. Set the access level (private, internal, or public)
4. Optionally add specific users or teams with granular permissions

Permission Types

When granting access to specific users or teams:

Permission	Can View	Can Edit	Can Manage
Read	Yes	No	No
Write	Yes	Yes	No
Admin	Yes	Yes	Yes

Admin permission includes changing the access level, managing other users' permissions, and deleting the dashboard.

Team-Based Sharing

Instead of granting permissions to individual users, grant them to teams:

1. Create a team (e.g., "Marketing")
2. Add team members
3. Share the dashboard with the team at the desired permission level
4. All current and future team members automatically inherit access

This is the recommended approach — it scales better than individual grants and automatically handles team membership changes.

Public Dashboards

Public dashboards are accessible to anyone with the URL — no GradientHarbor account required. This is useful for:

• Sharing reports with external stakeholders
• Embedding data in presentations
• Public data transparency

WARNING

Public dashboards expose the data shown in their cells to anyone with the link. Ensure no sensitive data is displayed before making a dashboard public.

See Also

• Dashboard Permissions — Detailed permission model
• Roles & Teams — Managing teams and roles