# Share a dashboard

> Share a dashboard with people, groups, customers, or your whole team, after you give them access to its data source.

Updated: 2026-11-09

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](https://bonnard.ai/docs/access/give-access.md).

## 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](https://bonnard.ai/docs/ai-clients/connect-your-ai-client.md).

## Who can share

Table: Who can share a dashboard

| 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

1. In the console, select **Dashboards**, then the dashboard.
2. Select **Share** at the top of the page. From the menu in the dashboard's row, **Copy link** copies the wrong address.
3. Enter a person, group, or customer in the box at the top of the dialog.
4. Select **Add**.
5. For a whole audience, select **Add** in the **Everyone on the team** or **All customers** row.
6. Select **Copy link**, then send it. Bonnard sends no notification.
7. 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](https://bonnard.ai/docs/dashboards/build.md#duplicate-a-dashboard) 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.`

[Image: The Share dialog for Weekly sales: Add people, groups or customers, Everyone on the team and All customers with Add, Copy link, and Done]

## 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.

1. In the console, select **Data**, then the data source.
2. On the **Access** tab, [give access](https://bonnard.ai/docs/access/give-access.md) to the person, group, or customer.

## Open a shared dashboard

### In your AI client

Ask:

```prompt
Show the dashboards I can open.
```

Then ask:

```prompt
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](https://bonnard.ai/docs/customers/customer-portal.md).

## Troubleshooting

Table: Messages from the Share dialog

| 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

1. In the console, open the **Share** dialog.
2. 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](https://bonnard.ai/docs/dashboards/verify.md): make it the team's version.
- [Give access to data](https://bonnard.ai/docs/access/give-access.md): let people read the data source.