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Shareable Links

In Holistics, Shareable Links allow you to share dashboard access to external users with strict access control measures in place, so that they only see the data specifically prepared for them. Viewers also don't need a Holistics account to access the dashboard.

With Shareable Links, you can:

  • Restrict the data (by particular conditions) for each link shared
  • Set password protection for each link

Go to the dashboard and click on menu Share → Shareable Link

To keep track of all shareable links, you can navigate to Tools > Shareable Links on the app header. You can quickly search, sort, and visit the reports and dashboards.

Manage Shareable Links in Holistics

Since the link is publicly accessible, anyone with the link can access the underlying data, and this is not secure. To overcome this, Holistics allows you to set a password for the shareable link.

When a public user visits the password-protected link, he/she will have to enter the password to proceed.

If you want to make sure all of your Shareable Links are protected with passwords, contact Holistics at [email protected] to enable this feature.

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Note that if this feature is active, permission to enable Shareable Links will be granted to only Admin accounts in your tenant.

Consequently, if you want both Admin and Analyst to be able to generate shareable links, you will not be able to enforce passwords for all created links.

Shareable Links let you control what data viewers can see by applying Permission Settings to each link.

Row-level permission settings for a shareable link

Example

You have a Revenue dashboard and want to share it with two external customers:

  • Customer A should only see revenue from US
  • Customer B should only see revenue from VN

How to set up

  1. Create two separate Shareable Links—one for each customer (Link A and Link B).
  2. For each link, define a permission condition in the Permission Settings section.
    • Link A: country.code = 'US'
    • Link B: country.code = 'VN'
  3. Anyone opening a link will only see the data allowed by its permission condition.

Default Filter Settings​

Use Default filter settings in the Shareable Link settings to prefill filter values so viewers immediately see them when they first open the link. Prefilled values are only a starting point—viewers can change them as needed.

Default filter settings for a shareable link

Note: Dashboard default filters don't sync to existing Shareable Links; edit the link's default filters to update them.

FAQs​

Please note that Drill-through feature is disabled with dashboards from Shareable Links.

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