Charts and dashboards
Share a dashboard
The Share dialog in the console at app.bonnard.ai gives a dashboard to people, groups, and customers. It gives no access to the data source. Each of them also needs access to it.
Requirements
- For your own dashboard: any workspace role.
- For a verified dashboard: the Editor role or higher, even if you own it.
- To add customers: the Editor role or higher.
- To open one from your AI client: Bonnard connected.
Who can share
| Who | What they can do |
|---|---|
| The dashboard’s owner | Add people and groups, or everyone on the team |
| Editor role or higher | The same on any verified dashboard, and add customers |
| A customer’s user | Add people at their own company, or everyone there |
Customers are not offered on a dashboard on the PostHog integration.
Share
In the console
- In the console, select Dashboards, then the dashboard.
- Select Share at the top of the page. From the menu in the dashboard’s row, Copy link copies the wrong address.
- Enter a person, group, or customer in the box at the top of the dialog.
- Select Add.
- For a whole audience, select Add in the Everyone on the team or All customers row.
- Select Copy link, then send it. Bonnard sends no notification.
- Select Done.
The link opens for people who have the dashboard. An Admin or higher can also open any dashboard with someone on its list, and an Editor any verified one.
Everyone you add can only read the dashboard. To change it, they duplicate it and change the copy.
Warning
If the data source has no tenancy, each customer with access to it reads all of its data. With a customer in the list, the dialog reads <data source> doesn't keep customers' data separate, so every customer sees all of it.
Make sure they can read the data
In the console
The dialog shows No access to <data source> beside a person or customer without access to the data source. A group with such a member shows Not everyone has access to <data source>. The dashboard opens for them only after they get access, and Bonnard keeps them in the list.
- In the console, select Data, then the data source.
- On the Access tab, give access to the person, group, or customer.
Open a shared dashboard
In your AI client
Ask:
Show the dashboards I can open.
Then ask:
Show the <title> dashboard.
In the console
Select Dashboards, then Shared with me, then the dashboard. A customer’s user selects Dashboards in the customer portal.
Troubleshooting
| Message | Cause | Fix |
|---|---|---|
Only an editor or admin can change who has a verified dashboard. | The dashboard is verified and your role is Viewer. | Ask an Editor or higher. |
The database "<name>" was removed from this workspace on <date>. Connect a database with the same name to bring it back. | The dashboard’s data source was removed, so nobody new can get it. | Connect a database with the same name. |
Stop sharing
In the console
- In the console, open the Share dialog.
- Select Remove in the person’s, group’s, or customer’s row.
For Everyone on the team or All customers, select Remove, then Stop sharing. The dialog warns Anyone not listed here loses access right away. for the team, and Any customer not listed here loses access right away. for customers.
Related
- Mark a dashboard as verified: make it the team’s version.
- Give access to data: let people read the data source.