How to Share a Dashboard

How to Share a Dashboard

Visibility

  1. Click the visibility button to make a dashboard externally visible or hidden.

Sharing a Dashboard

  1. Navigate to Dashboard Management.
  2. Ensure that the dashboard is externally visible by checking the visibility button at the bottom of the chosen dashboard.
  3. Click the share button.
  4. Share a direct link or use the embed code to embed the dashboard on your own website.

Password Protection

  1. Click the password protection button to set a password.
  2. Type a password and click the set password button.
  3. The shared dashboard will now be protected and only accessible via this password.

Forgetting a Shared Dashboard's Password

  1. Click the password protection button.
  2. Click delete.
  3. Click the password protection button again to set a new password.



    • Related Articles

    • Dashboard Management & Customization

      Summaro AI dashboards are designed to be flexible, secure, and accessible anywhere — no downloads or installations required. Dashboard Creation & Limits You can create up to 24 dashboards. A maximum of 24 visuals across all dashboards is allowed. ...
    • FAQ & Troubleshooting

      My chart shows zeros → Check for blank rows or text-formatted numbers; click Refresh Forgot share password → Dashboard > Password Protection > Delete > Create New Password Chart not updating after I changed data → Edit visual > Update Mapping. Chart ...
    • AI Behavior (How Summaro AI Works)

      How Summaro AI Works Summaro AI creates visuals through chat. You talk with it, select data, and it makes charts automatically. You don’t need to design anything — just follow the chat and confirm steps. AI Behavior Notes All visuals use AI chat (no ...
    • Full Workflow

      Create Dashboard Dashboard Name Dashboard Purpose (internal use) Dashboard Description Image (landscape recommended) Create Visual Click the Manage Visuals button on the chosen dashboard Create Visual Create New Visual Type e.g., Area Graph, Bar ...
    • Why Summaro AI?

      Zero-code, zero-design Chat your way to charts—no menus, no formulas. Speed to insight From “hello” to live dashboard in under 3 minutes. On-brand visuals Save & apply presets for consistent styling. Secure sharing Password-protected links & embed ...