Overview
Share a specific dashboard via a link with a configurable viewer scope. Recipients only see what you share — they can’t access other AI Table data, keeping collaboration focused and secure.Common scenarios
- External reporting and presentation When reporting to clients, investors, or executives, share only the dashboard — they see clean visualized conclusions without the underlying data or sensitive details.
- Cross-team / cross-department data sync When collaborating with other departments (e.g., syncing sales data to marketing), share the dashboard for efficient delivery — the recipient can’t reach your other core tables, preserving data boundaries.
How to use
Enable dashboard sharing
- Open AI Table, navigate to the target dashboard.
- In the upper-right, click Share dashboard.
- Toggle Share dashboard on.
Preview the share
With sharing on, click the Preview icon next to the share link — see the dashboard as a recipient.Set viewer permissions
Pick one of three access scopes for the share link:- Anyone in the organization with the link can access: only org members with the link.
- Only invited people can access: specific members only.
- Anyone on the internet with the link can access: anyone with the link.
Access a shared dashboard
- Recipients click the share link to open the dashboard and view data.
- Data syncs on a schedule: as the dashboard updates, the shared page refreshes to show the latest.
- If Allow returning to source AI Table from the shared dashboard is on, recipients can click Open in AI Table to view source data and details.