Dashboard access

Give a member view-only access to a specific set of dashboards, and nothing else.

Dashboard access is a custom access level for people who should see only the dashboards you choose — and have no access to your databases, saved queries, or the Explore section.

It's ideal for clients, external stakeholders, or teammates in other departments who need a curated view of a few dashboards without touching the underlying data.

Dashboard access is controlled by a Group. The group holds the list of dashboards its members can view; you then attach members to that group. Everyone in the group sees exactly the same dashboards.

How it works

Dashboard group → grants view of → selected dashboards

Member → assigned to the group → can view those dashboards (and nothing else)

  1. You create a Dashboard group and pick which dashboards it can view.
  2. You add members to the group with the Dashboard access level.
  3. Members can open only those dashboards — no Explore, no saved queries, no database access.

Step 1 — Create a Dashboard group

You can create the group ahead of time from the Groups tab, or on the fly while inviting a member (see Step 2). To create it up front:

1

Open the Groups tab

Go to Organization → Team and switch to the Groups tab, then click New Group.

2

Name the group and choose the Dashboard type

Give the group a clear name (for example, Acme Corp — Client View) and set the group type to Dashboard.

3

Select the dashboards to share

Choose the dashboards this group is allowed to view. Only the dashboards you add here will be visible to its members.

4

Save the group

Click Save. The group now appears in the Groups tab with its dashboard count.

Step 2 — Add a member

1

Invite or edit a member

On the Users tab, click Invite to add a new member, or the Edit Access (pencil) action on an existing one.

2

Choose Dashboard access

Set the Access dropdown to Dashboard. A Select group dropdown appears below it.

3

Select the group

Pick the Dashboard group you created in Step 1.

Don't have one yet? Click + Create new Group — the group form opens on top of the invite, lets you create the group without leaving the flow, and selects it automatically when you save.

4

Send the invite

Click Update (or Invite). The member receives an invitation and, once they accept, can sign in and view only the group's dashboards.


Everyone in a group sees the same dashboards:

Dashboard access is defined per group, not per member. To give two members different sets of dashboards, put them in different groups. To change what a group can see, edit the group's dashboard list — the change applies to every member of that group.

What a Dashboard member experiences

  • Signs in to a simplified view containing only the dashboards in their group.
  • Can use dashboard filters and drill-downs that the dashboard already provides.
  • Cannot open Explore, view or run saved queries, or see database connections.
  • Cannot manage other members or billing.