Dashboard Sharing Options in Bold BI
Overview
In today’s data-driven business landscape, sharing dashboards is not just a convenience—it’s a strategic necessity. Bold BI empowers organizations to deliver insights seamlessly to internal teams, external stakeholders, and customers through secure and flexible sharing options.
This document outlines the purpose, benefits, and methods of sharing dashboards in Bold BI, including:
- Direct Access (Specific Users / Public Access)
- Embedding (Logged-in Users / Anonymous Users)
Why Share Dashboards?
Sharing dashboards allows organizations to:
- Empower stakeholders with real-time insights
- Reduce manual reporting and improve operational efficiency
- Foster transparency and build trust with customers
- Enable self-service analytics for faster decision-making
- Collaborate effectively across departments and organizations
Dashboard Sharing Methods in Bold BI
Bold BI offers two powerful approaches to share dashboards with customers and stakeholders. Each method is designed to suit different business scenarios, technical environments, and user needs. Choosing the right method depends on how you want users to access the dashboard, the level of control you require, and the integration capabilities of your systems.
Direct Access (Bold BI Portal)
This method involves sharing dashboards directly from the Bold BI platform. It is ideal when you want to manage access and user roles within the Bold BI environment.
Specific Users
- Access Requirements: Users must have a Bold BI account to view the dashboard.
- Permissions: You can assign permissions within Bold BI to allow specific users to access the dashboard, making it ideal for sharing with internal teams or stakeholders.
- Default Setting: Dashboards are private by default.
- Access Control: Only users with assigned permissions can view the dashboard.
- Reference: User Guide Documentation: Private Dashboards
Public Access
- Access Requirements: No Bold BI account is needed.
- Sharing Method: You can mark the dashboard as public and share the URL, allowing anyone with the link to view it.
- Use Case: This is beneficial for sharing dashboards with clients or external users without requiring them to log in.
- Access Control: Dashboards can be accessed by anyone with the URL.
- Reference: User Guide Documentation: Public Dashboards
Embedded Dashboard (Within an Application or Portal)
Embedding allows dashboards to be integrated directly into your web applications, portals, or SaaS platforms. This method provides a seamless user experience and greater flexibility in how dashboards are presented and accessed.
Embedding for Logged-in Bold BI User
- Access Requirements: Users must have a Bold BI account or be authenticated via embed token.
- Security: A secure embed token is generated on your server using the Embed Secret configured in Bold BI. This ensures that only authorized users can view and interact with the dashboard.
- Access Control: Users must be authenticated to access the dashboard.
- Reference: Embedding with Authenticated User | Bold BI Docs
Anonymous User Embedding
- Access Requirements: No Bold BI account is needed.
- Security: A server-generated embed token provides secure access even without requiring user login. This token is associated with a predefined anonymous user group in Bold BI, which determines what dashboards and data can be viewed, ensuring controlled and secure access.
- Access Control: A server-generated embed token ensures secure access.
- Reference: Anonymous User – JavaScript Embedding | Bold BI Docs
Conclusion
Bold BI offers flexible options for sharing dashboards, whether privately with specific users or publicly for broader access. By understanding these methods, you can effectively share insights and data with your intended audience.
Additional References
