Invite users to view or edit dashboards

You can invite four types of team members to your Geckoboard account:

  • :
    View, edit, delete all dashboards and manage all users.
  • Organization admin:
    View, edit or delete all dashboards and manage some users.
  • Organization view-only:
    View all current and future dashboards.
  • Dashboard view-only:
    Only view dashboards they have been invited to view.

Only and Organization admins can grant access to a Geckoboard account.

Tip

You can generate a share link to your dashboard without having to invite new users to your account

Invite organization users to your account

To invite users to view or edit your dashboards, follow these steps:

  1. Log in to your account.
  2. Click People in the top right area of your screen.people link along the masthead
  3. 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
  4. Choose a user access level for them.access level options for invited geckoboard users
  5. Click Send invite.

Invite dashboard view-only users access to a single dashboard

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

  1. Log into your account and 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

Invite dashboard view-only users access to multiple dashboards

To invite dashboard view-only users access to several dashboards, follow these steps:

  1. Log in to your account.
  2. Click People in the top right area of your screen.people link along the masthead
  3. 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
  4. From the user access level dropdown select View only user.access level options for invited geckoboard users
  5. Click Send invite.
  6. Click People again in the top right area of your screen.
  7. From the pop-up modal, click Manage people.
  8. Click the more options menu next to the invited user's access.more options menu
  9. From the menu click Demote to limited dashboard access.access level options for invited geckoboard users
  10. Scroll down to the list of users with Limited dashboard access.
  11. Click the more options menu next to the selected user's access.
  12. From the menu, click Manage dashboard access.access level options for invited geckoboard users
  13. Use the toggles beside each dashboard to enable this user access to these dashboards.toggle access to individual dashboards
  14. Click Update to finish. Repeat the steps for other dashboard view-only users.
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