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Do users need a Bold BI account to view a shared dashboard URL?
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In Bold BI, dashboards can be shared in multiple ways depending on the intended audience and access method. You can either share dashboards directly via a link (standalone access) or embed them securely within your own web applications or portals.
Each sharing method provides different levels of authentication and access control, allowing you to choose between secure, role-based sharing for internal users or open, token-based access for external viewers.
The table below summarizes the available sharing environments and their configurations.
| Environment Type | Details |
|---|---|
| Standalone Dashboard (Direct URL Access) | • If the dashboard is private (default setting), the receiver must have a Bold BI account with the required permission to view it. For more details, refer to User Guide Documentation: Private Dashboards • If the dashboard is marked as public, anyone with the shared URL can access it without needing a Bold BI account. For more details, refer to User Guide Documentation: Public Dashboards |
| Embedded Dashboard (Within an Application or Portal) | Bold BI supports two types of embedding: Authenticated and Anonymous. • Authenticated Embedding: Viewers must be mapped to a Bold BI user account or authenticated through SSO, ensuring secure, role-based access. For more details, refer to User Guide Documentation: Embedding with Authenticated User • Anonymous Embedding: Users do not need a Bold BI account. You can securely generate an embed token from your server to allow access without authentication, while still enforcing Row-Level Security (RLS) if required. For more details, refer to User Guide Documentation: Anonymous User |
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