Invite people to view or edit dashboards

Who can use this feature?

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

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.

Tip

Each Geckoboard account has five levels of access available for users. Find out more about these types of users.

How to invite organization users

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

  1. Log in to your account.
  2. Click People.
  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_user_modal.png
  4. Choose a user access level for them.User_access_level.png
  5. Click Send invite.

 

How to invite dashboard view-only users

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

  1. Log into your account and navigate to the dashboard you want to share.
  2. Click Share, then click Invite.
  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

Tip

Want to share your dashboard without inviting a new user? The Share feature allows you to generate a link to an individual dashboard. More details available in this guide.

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