There are two types of members who can be added to your Geckoboard account: Admin and View only.
Admins can edit or delete all dashboards within the account, as well as access all connected data sources. Adding admins is recommended if you're sharing or transfering responsibilities for your dashboards.
View only members can view all dashboard within the account, but they are unable to edit or delete them. They cannot create dashboards of their own, nor can they invite or manage people within the account. If you'd prefer new invites to only view specific dashboards, use the invite feature on your dashboards.
| Admin | View only | |
| Add, edit and delete dashboards | | |
| Manage member access to dashboards | | |
| Invite new members | | |
| Delete members | | |
| Access connected data sources | | |
All invited members contribute towards the quota available on your Geckoboard pricing plan.
Only people with individual logins for Geckoboard are considered members. By using sharing links you can enable more people to see your dashboards without logging into Geckoboard, and they won't be counted towards your member quota.
How to invite admins and view only members to your account
To invite new people to your Geckoboard account, follow these steps:
- Click in the top right area of your screen.
- 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 access level dropdown select either Admin or View only.
- Click . They'll now receive an invite to create a Geckoboard account.
Promote members to account owners
Once you've invited a new Organization member to your account you can choose promote them to account owner. This can be useful if you need to transfer ownership of your Geckoboard account.
Account owners have the highest level of account access and the most privileges. In addition to everything an admin can do, account owners can access the organization settings and billing details. This is useful when you need a particular person to handle billing within the account.
To promote an Organization member to an Account owner, follow these steps:
- Click on your initials in the top right hand corner.
- From the drop-down, select .
- Click the tab.
- Click the next to the person's access.
- Click .
Account ownership can be revoked by another account owner, if needed.
Demote members to limited dashboard access
You can choose to demote Organization members – who can view all dashboards on your account – to having limited dashboard access.
Limited dashboard users can only view the dashboards you add them to. This enables you to keep some dashboards private, restrict access to a dashboard to a small number of people, or keep close control over who has access to specific dashboards at any one time. Limiting someone's access to your dashboards is particularly useful if you only want someone external to your team to view certain dashboards.
To demote an Organization member to a user with limited dashboard access, follow these steps:
- Click on your initials in the top right hand corner.
- From the drop-down, select .
- Click the tab.
- Click the next to the invited person's access.
- From the menu click .
- Scroll down to the list of people with Limited dashboard access.
- Click the next to the selected person's access.
- From the menu, click .
- Use the toggles beside each dashboard to enable this person access to these dashboards.
- Click to finish. Repeat the steps for other members you want grant view-only access to.