Sharing Dashboards Externally with Non-Qvasa Users

Qvasa allows you to share dashboards externally with individuals who do not have a Qvasa account. This feature enables streamlined collaboration while maintaining secure access to your data. Follow the steps below to create, manage, and share dashboards using externally shareable links.

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Steps to Create and Share a Dashboard Link

1. Go into Edit Mode

   • Navigate to the dashboard you want to share and enter Edit Mode.

2. Open Access Controls

   • Click the "Manage Access Controls" button. This will take you to the Dashboard Access Page.
     
     

3. Create a Shareable Link

   • Scroll to the bottom of the Dashboard Access Page.
   • Click the "+ Create Shareable Link" button.
     
     

4. Generate the Link

   • After clicking the button, a new row will appear under the "Externally Shareable Dashboard Links" section of the page.
   • This row will include the generated link for sharing and its corresponding Shareable Code (PIN).
     
     

5. Copy the Link

   • Use the "Copy Link" button on the new row to copy the URL for sharing.

6. Share the Link and PIN

   • Share the copied link and the Shareable Code (PIN) with the intended recipients. The PIN acts as a password for accessing the dashboard securely.

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Important Notes

• Deleting External Links

  • To revoke access, return to the Dashboard Access Page.
  • Locate the link under the "Externally Shareable Dashboard Links" section and click "Destroy" to delete it.
  • Once deleted, the link becomes invalid immediately.

• Validity

  • External dashboard links remain active until you delete them.

• Access Scope

  • Recipients of the shareable link will only have access to the specific dashboard you shared. They will not have visibility into other dashboards.

• Limited Features

  • Drill-in capabilities are not available for externally shareable dashboards.

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Secure Collaboration Made Easy

With externally shareable dashboard links, you can share valuable insights securely and effortlessly. Follow these steps to collaborate effectively with non-Qvasa users while ensuring that your data remains protected.