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Invite new people to access specific dashboards
Invite new people to access specific dashboards

Account owners and admins can invite users to create a Geckoboard account to view certain dashboards.

Updated over 2 years ago

Account owners and organization admins can invite new people to your Geckoboard account to view specific dashboards they've been given access to.

Your chosen paid plan will determine the number of people you can invite to your account. If you've reached the limit you can also generate a share link to individual dashboards without having to invite new people to your account.

Invite people to view a single dashboard

To invite view-only access to a dashboard, follow these steps:

  1. Navigate to the dashboard you want to share.

  2. Click Share, then click Invite.

    invite view-only users to view a single dashboard
  3. In the email address field, type the email address of the person you want to grant access to. For multiple addresses, separate each email with a comma (,).

  4. Click Send invite. They'll now receive an email inviting them to create a Geckoboard account.

Invite people to view multiple dashboards

To invite people to view several specific dashboards on your account, follow these steps:

  1. Click People in the top right area of your screen.

    people link along the masthead
  2. In the pop-up modal that appears, input the email address of the person you want to grant access to and hit Enter. For multiple addresses, separate each email with a comma (,).

    invite people to use geckoboard
  3. From the access level dropdown select View only.

    access level options for invited geckoboard users
  4. Click Send invite. They'll now receive an invite to create a Geckoboard account.

  5. Click People again in the top right area of your screen.

  6. From the pop-up modal, click  Manage people.

  7. Click the more options menu next to the invited person's access.

    more options menu
  8. From the menu click Demote to limited dashboard access.

    access level options for invited geckoboard users
  9. Scroll down to the list of people with Limited dashboard access.

  10. Click the more options menu next to the selected person's access.

  11. From the menu, click Manage dashboard access.

    access level options for invited geckoboard users
  12. Use the toggles beside each dashboard to enable this person access to these dashboards.

    toggle access to individual dashboards
  13. Click Update to finish. Repeat the steps for anyone else you want to grant view-only access to several dashboards.

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