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Sharing & embeds

The Share button on the dashboard canvas covers every way a dashboard reaches people outside the editor: links, embeds, and scheduled delivery.

Section titled “Share links”

Generate a public link (/s/<token>) — anyone with the link can view. Two protections, both optional:

  • Password — visitors are prompted before anything renders.
  • Expiration — pick a date and the link stops working after it.
Section titled “What a link visitor gets”

The dashboard exactly as authored, read-only and live: they can use filter cards, cross-filter by clicking chart points, and set parameters if the author defined them. Drill-through to other dashboards is disabled (the target isn’t shared). Shared reports render read-only with their promptable filters.

Within the workspace, sharing is governed by roles instead — members see dashboards according to their permissions. Scheduled email delivery of dashboards is done by building a report with a schedule.

Embeds

Section titled “Embeds”

The Embed tab produces a copyable snippet in two flavors:

  • iframe — https://<your-host>/embed/<id>?token=<token> with sensible sandbox attributes.
  • React — a <DataSquaresEmbed> component from @datasquares/react-sdk for React apps.

Locking embeds down

Section titled “Locking embeds down”

Add allowed domains — the embed refuses to render anywhere else (“Domain not allowed”). Badges on the tab summarize the current config: toolbar visible/hidden, export allowed/disabled, domains.

Customizing the embedded view

Section titled “Customizing the embedded view”

Query parameters control presentation: toolbar (show/hide), theme (dark), primaryColor, logoUrl (your logo instead of the default), and p_<id>=value to preset parameters. Embedded views keep the interactive toolkit — cross-filters, slicers, parameters — plus a fullscreen toggle, and prompt for the password when the share is protected.

Section titled “Related”
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