Team Collaboration

Turn data insights into team decisions. Share workspaces, discuss findings with threaded comments, and get instant AI analysis with @claribi mentions.

Ask AI questions in comments with @claribi
Share dashboards with external stakeholders
Track team activity in real-time

Key Features

Team Workspaces

Organize dashboards, reports, and goals into shared workspaces with role-based access control.

Comments & Discussions

Add comments to dashboards and reports. Start discussions with threaded replies.

@Mentions

Mention team members with @username to notify them. Use @claribi to ask AI questions in context.

Activity Feed

Track all workspace activities including updates, shares, and member actions.

Public Sharing

Generate secure public links to share dashboards and reports with external stakeholders.

Invitations

Invite team members via email with customized permissions and expiring links.

Team Workspaces

Workspaces are shared environments where teams can collaborate on dashboards, reports, and goals. Each workspace has its own member list, access controls, and activity tracking.

Workspace Types

Team

General team collaboration

Project

Project-specific analytics

Department

Department-wide resources

Public

Organization-wide access

Access Levels

Access Level Description Who Can Access
Private Only invited members Workspace members only
Team Team members only Workspace members
Organization Everyone in the org All organization members
Public Anyone with the link Anyone (read-only)

Member Roles

Viewer

Read-only access

  • - View dashboards and reports
  • - Read comments
  • - Export data

Admin

Full workspace control

  • - All Editor permissions
  • - Manage members
  • - Configure workspace settings

Comments & @Mentions

Add comments to dashboards and reports to discuss insights, ask questions, or highlight issues. Use @mentions to notify specific team members or ask clariBI for AI-powered analysis.

@Mentions

@username

Notify a team member about your comment

@claribi

Ask AI a question about the data in context

Example: "@claribi why did sales drop in March?"

Comment Features

  • Threaded replies for organized discussions
  • Mark comments as resolved
  • AI-powered responses with @claribi
  • Edit and delete your own comments
  • Attachments support

Activity Feed

Every workspace has an activity feed that tracks all actions and changes. Stay informed about what's happening in your team.

Tracked Activities

Workspace created
Member joined
Member left
Dashboard created
Dashboard updated
Dashboard shared
Report created
Report published
Comment added

Sharing Options

View Only

Recipients can view content but cannot make changes or add comments.

Read Access

View & Comment

Recipients can view content and participate in discussions by adding comments.

Comment Access

Full Edit Access

Recipients have full control to view, edit, and manage the shared resource.

Full Access

Next Steps

Start Collaborating Today

Create a workspace and invite your team to collaborate on data insights.

Create a Dashboard Generate Reports