Sharing Dashboards

Sharing Dashboards

Dashboards are most useful when shared with your team. AI for Database provides multiple ways to share, each with its own access controls.

Share with Team Members

Click Share on any dashboard to invite team members by email. Choose a permission level:

• Viewer -- can see the dashboard but not edit widgets or settings.
• Editor -- can add, remove, and modify widgets.
• Owner -- full control including sharing and deletion.

Team members will receive an email invitation with a direct link to the dashboard.

Public Links

Generate a public link to share the dashboard with anyone, even people without an AI for Database account. Public links are read-only and do not expose the underlying SQL queries or connection details.

You can set an expiration date on public links and revoke them at any time.

Embedding

Embed dashboards in other tools using an iframe:

<iframe
  src="https://app.aifordatabase.com/embed/dashboard/abc123"
  width="100%"
  height="600"
  frameborder="0"
></iframe>

Embedded dashboards support token-based authentication for secure embedding in internal tools.

Email Digests

Schedule automatic email delivery of your dashboard:

1. 1Open the dashboard and click Schedule.
2. 2Choose a frequency: daily, weekly, or monthly.
3. 3Select recipients from your team or enter external email addresses.
4. 4Choose the format: interactive link or PDF snapshot.

Slack Integration

Post dashboard snapshots to Slack channels on a schedule:

1. 1Connect your Slack workspace in Settings > Integrations.
2. 2On the dashboard, click Share > Slack.
3. 3Select the channel and frequency.

The bot posts a screenshot of the dashboard with a link to the live version.