Shareable Links

Introduction

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

Creating Shareable Links

Go to the dashboard and click on menu Share β†’ Get Shareable Link

Protecting Links with Password

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

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

User Access Control in Shareable Links (Row-level Permission)

One crucial feature of Shareable Links is ability to restrict report data for each link generated. You can do that by applying the proper "Permission Settings".

For example, given a generic Revenue dashboard, you have 2 external customers that you want to share data such that:

  • Customer A can only see Revenue data in country A.
  • Customer B can only see Revenue data in country B.

How this works:

  • You apply a permission condition at the dataset/data model level (e.g. Country.code == 'Vietnam')
  • The Shareable Link will always apply that condition when viewers open the link.

Default Filters Settings

If you want to set the default values for the filters, you can just do that in Shareable Link Settings.

Let's say, for example, you don't want your dashboard viewers to see the data earlier than the last 3 months, you can just set the default value for the Order Date filter under Filter Settings.

Manage Shareable Links

When you have many shareable links and need to keep track of every sharing, you can manage your shareable links via the dropdown menu inΒ Holistics toolbar (Tools > Shareable Links). You can quickly search, sort and visit the reports and dashboards.