# Share a dashboard

Share a dashboard with users, groups or a team as viewers or editors, give a team its own dashboards, and send a read-only link to someone outside the company.

A dashboard is shared in three ways: with people of the company through the access lines of its form, with a team that gets its own dashboards, and with someone outside through a read-only link. The ready-made dashboards are already shared with every holder of the **Viewer** right; the steps below go further with **Law Cases Analysis**.

## Before you start {#before-you-start}

- Sharing needs the **Supervisor** or **Manager** access right on **Analysis**, and the right to change the dashboard.
- The people you share with need at least the **Viewer** right; [Analysis settings](analysis-settings#access-rights) lists the rights.

## Prepare a team {#team}

Open **Analysis/Configuration/Teams**. A team has a name, an icon, **Members** and **Managers**; every manager must also be a member. The **Analysis** tab lists the team's dashboards. The demo holds the **Litigation team**, with three members.

![The Litigation team and its three members; the Managers tab names who may edit its dashboards.](https://jaah.app/web/image/13390-0b1263e5/analysis-share-a-dashboard-team_form-en.png)

## Share inside the company {#access-lines}

1. Open **Analysis/Configuration/Manage Analysis**, remove the **My Analysis** filter and open **Law Cases Analysis**.
2. On the **Access** tab, click **Add a line**. Set **Role** to **Editor**, **Principal Type** to **Team** and choose **Litigation team** under **Team**. Save.

![Every holder of the Viewer right sees the dashboard; the Litigation team is now its editor, so its members who hold Supervisor may change it.](https://jaah.app/web/image/13394-fd996cba/analysis-share-a-dashboard-access_lines-en.png)

Each line gives a **Role** to a **User**, a **Group** of access rights or a **Team**, and **Can Export** lets it export the figures:

- a **Viewer** sees the dashboard once it is **Published** and its **Kind** is **Shared** or **Team**;
- an **Editor** sees it in any state and changes it when they hold **Supervisor**;
- a dashboard without lines is seen by its owner and the managers only.

**Actions** then **Publish** or **Set to Draft** switches the state.

For a team dashboard, set **Kind** to **Team** and choose the **Team**: once published, its members see it and its managers who hold **Supervisor** change it.

## Send a link outside the company {#outside-link}

1. On the dashboard's form, open **Actions** and choose **Share**.
2. Name the link, here `Analysis demo: Partners meeting`. **Expires on** is set 30 days ahead. Tick **Require password** to ask for a password, once per browser session. **Limit to widgets** keeps only the widgets you list. **Max failed attempts** and **Window (min)** refuse the visitor's IP address after 5 wrong tries in 15 minutes. **Allow export** is stored on the link, but the page shows no download button.

![The options of an outside link, before it is generated.](https://jaah.app/web/image/13398-ac1c9778/analysis-share-a-dashboard-share_dialog-en.png)

3. Click **Generate link**. The dialog shows the short **Share link** and the **Full URL**, each with a copy button; send one of them.

The visitor sees a plain page with the dashboard's name and its widgets, computed with the access rights of the person who generated the link. Figures, tables, maps (as a table) and line, bar, area, pie and donut charts appear; other chart types show their title only.

4. The **Share Links** button of the form lists the links of the dashboard with their expiry, status, password and visits; **Analysis/Configuration/Share Links** lists them all. Open a link and choose **Revoke** to stop it at once.

![The links of the dashboard, with their expiry, status and number of visits.](https://jaah.app/web/image/13400-d70d28aa/analysis-share-a-dashboard-share_links-en.png)

## FAQ {#faq}

### Why can't my colleague see the dashboard? {#not-seen}

Check that it is **Published**, that its **Kind** is **Shared** or **Team**, that a line names them, their group or their team, and that they hold the **Viewer** right.

### Can a viewer rearrange the tiles? {#viewer-layout}

No. Only people who may change the dashboard get the **Edit** button; on a shared dashboard their moves change their own view only.

### What happens when a link expires? {#link-expires}

From that moment the link answers with a refusal, and its status reads **Expired**. The next day, the scheduled job of [Analysis automations](analysis-automations) archives it.

### Can I see who opened a link? {#who-opened}

Not by name. The list shows an **Access Count**, which grows by two each time the page is opened, and the **Last Access Date**.

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- Source: https://jaah.app/docs/analysis/share-a-dashboard
- Updated: 2026-10-27
- Version: Analysis 19.0.1.6.2
- Verified: 2026-10-27