How do I share my Dashboard?

To share your Dashboard, go to the Dashboard page and follow the steps for the sharing method you wish to use.

Where to find the Dashboard sharing modal?

Do either of the following:

    • Click on the Share Dashboard button

    • Click on the Actions dropdown and then Manage Access.

Providing a Seer Platform organisation or member with access:

  1. Select the Organisations tab to add organisation access or Members tab to add member access then click on the Add button.

  2. Select the organisation or member using the searchable dropdown list.

  3. Pick between Full Access and Read Only.

  4. Click Add to save the access.

  5. Toggle the option to enable Read-Only users to duplicate the Dashboard according to your preference.

Creating a public link to share with anyone?

  1. To the right of the text “Anyone with the link”; open the dropdown and select the option Can View.

  2. Copy the public link and share it with your audience by any means you wish.

Creating a HTML Embed Code to embed on another website?

  1. To the right of the text “Anyone with the link”; open the dropdown and select the option Can View.

  2. Click on </> HTML Embed Code and copy the HTML Embed Code and paste it into your websites HTML editor.