You can invite four types of team members to your Geckoboard account:
- Account owner:
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 Account owners 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:
- Log in to your account.
- Click
- 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.
- Choose a user access level for them.
- Click .
Invite dashboard view-only users access to a single dashboard
To invite dashboard view-only users access to a dashboard, follow these steps:
- Log into your account and navigate to the dashboard you want to share.
- Click
- 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.
- Click
Invite dashboard view-only users access to multiple dashboards
To invite dashboard view-only users access to several dashboards, follow these steps:
- Log in to your account.
- Click
- 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.
- From the user access level dropdown select View only user.
- Click .
- Click again in the top right area of your screen.
- From the pop-up modal, click Manage people.
- Click the
- From the menu click
- Scroll down to the list of users with Limited dashboard access.
- Click the next to the selected user's access.
- From the menu, click
- Use the toggles beside each dashboard to enable this user access to these dashboards.
- Click to finish. Repeat the steps for other dashboard view-only users.