Sharing data with outsiders is usually painful

Your CFO wants a weekly revenue snapshot but doesn't want a seat. Your client wants to see their usage but you don't want to onboard them to your BI tool. Your board wants live numbers but not a user account.

Most BI tools answer this with "screenshot it into a PDF and email it." clariBI answers with a signed, revocable public link.

PDF-by-email hell

You're essentially your own reporting service. Generate, attach, send, wait for the reply that says "can you do the same for last week?"

Stale data by the time it lands

Tuesday's snapshot is sent Wednesday, reviewed Thursday, and discussed Friday. By then the numbers have moved.

Paying per seat for a one-time viewer

Most BI tools make you buy a seat even for someone who just wants to glance at one dashboard once a quarter.

No way to revoke a file you already emailed

Once the PDF is in their inbox, it's theirs forever. You can't take back a screenshot.

How public sharing works in clariBI

A signed URL, a toggle, and a "copy link" button. That's it.

One-click public links

Open any dashboard or report, flip the "Enable public access" toggle, and copy the URL. Send it via email, Slack, Teams, SMS, or embed it in any webpage. Recipients click once and they're in.

The link updates as the underlying data updates. No need to regenerate it every week.

✓ Works for dashboards and reports
✓ Mobile-responsive viewer
✓ Live data, not a cached snapshot

No login required for viewers

Recipients click the link and see the dashboard directly in their browser. No account, no email verification, no support tickets from your clients asking how to reset a password they never set.

Perfect for board members, investors, clients, and anyone else who needs occasional read-only access without the ceremony.

✓ Zero friction for the recipient
✓ No clariBI account required
✓ Works on any device with a browser

Revocable instantly, with expiration

Disable a link from the share modal and the token becomes invalid immediately. The next viewer who tries the URL gets a polite "this link is no longer active" page. Re-enable later if you change your mind.

Set links to expire after a date or a fixed period. Useful for quarterly board reports, seasonal client reviews, or any "this is for now" sharing.

✓ Instant revoke, no cache delay
✓ Expire by date or duration
✓ Re-enable without losing the URL

Cryptographically signed tokens

Each public link contains a high-entropy, cryptographically signed token. URLs are unguessable - nobody can enumerate their way into your shared content by sequentially trying IDs.

Tokens are revocable server-side, so even if a URL leaks, you can kill it the moment you know.

✓ Unguessable token per link
✓ Server-side validation on every request
✓ Access attempts logged in the audit trail

Built for teams that share outside their org

Clients, boards, investors, and everyone else who doesn't need a seat.

Agencies sharing client dashboards

Each client gets a live public link to their own dashboard. They see real-time numbers, you don't field "can you pull the numbers" requests, and when the contract ends you click one toggle.

Set an expiration matching the contract period and forget about offboarding entirely.

Boards reviewing financials

Monthly or quarterly board packs become a single link. Board members see live numbers without logins. Expire the link after the meeting and regenerate next quarter.

No more rebuilding the same deck from scratch every cycle.

Customer-facing analytics

Send your customers a "here's your usage this month" dashboard. It's live, it's branded with your clariBI footer, and it's one of the cheapest upsell surfaces you'll ever build.

No need to build a custom analytics portal from scratch.

Investor updates

Send your cap table and KPI snapshot as a live link instead of a static PDF. Investors can come back between updates and see the latest numbers without asking.

Kill the "can you send me the latest" email thread forever.

Secure by default, open when you want it

Every public link is signed, revocable, and logged. Sharing externally doesn't mean giving up control.

Audit & Security

Every link creation, access, and revocation is in the audit trail.

Granular RBAC

Only roles with the "share publicly" permission can generate public links.

Real-Time Collaboration

Keep comments private to your workspace even when the dashboard is public.

Public sharing is available on Professional and Enterprise plans.

More sharing capabilities

The details that distinguish "shareable" from "actually usable."

PDF snapshots

One-click "download as PDF" on any public link. Useful when a reviewer wants to attach the dashboard to a document instead of clicking a URL.

Access analytics

See how many times each public link has been viewed, by which geographic regions, and when the most recent access happened. Know if your board actually opened the deck.

Live refresh on the viewer side

Viewers see updates as the data changes. If a viewer keeps the tab open, the numbers tick up in real time alongside the underlying data source.

Custom expiration dates

Pick an exact date and time for the link to stop working. Useful for contract-bound sharing or time-sensitive board materials.

Multiple links per dashboard

Generate different links for different audiences - one for the board, one for the investor, one for the client. Revoke any one independently.

Share-permission gating

Only users with the "share publicly" permission can generate public links. Keep junior team members from accidentally exposing the wrong dashboard.

Under the hood

Each public link is backed by a signed token stored server-side. When a viewer hits the URL, the token is validated against the database, expiration is checked, and revocation status is confirmed. Only then does the dashboard render.

The shared viewer runs in a separate, read-only code path that ignores the usual authentication flow. It can't call any mutation endpoint, it can't see comments, and it can't enumerate other dashboards in the workspace.

Every access attempt - successful, expired, or revoked - is logged to the audit trail with the link ID, IP region, and timestamp.

Token validation

Server-side check on every request. Instant revocation with no client-side caching to worry about.

Isolated viewer code path

The public viewer is a separate read-only surface with no access to mutations, comments, or workspace resources beyond the shared dashboard.

Audit logging

Every view is logged with the link ID, timestamp, and geographic region - feeds the access analytics report.

Share a dashboard in 10 seconds.

Toggle public access, copy the link, send it. The recipient doesn't need a login.

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Getting started with public sharing

From "emailing PDFs" to "here's a live link" in two minutes.

1

Pick the dashboard you'd normally email

Think of the one report you generate and email every Monday. That's your candidate. Replace the email with a link and you've already won.

2

Enable public access and set expiration

Click Share, flip the public toggle, and pick an expiration that matches the use case. Quarterly board deck? 90 days. Ongoing client dashboard? 1 year. One-off investor update? 14 days.

3

Copy the link and send it

Paste it in email, Slack, Teams, a text message, your weekly newsletter - wherever the audience is. The URL works on any device, any browser, no login required.

4

Check the access analytics

Come back a few days later to see who opened it and when. If nobody viewed it, maybe the audience doesn't need this report. If people opened it multiple times, you found a useful one.

How we think about external sharing

The principles behind clariBI public links.

Zero friction for the recipient

The person opening the link should not need an account, a password, or a "please verify your email" round-trip. They click, they see the data, they move on with their day. Every extra step is a place the share fails.

Revocation is the primary control

Once a URL is out in the world, you can't claw back a copy. What you can do is make the URL stop working. Fast revocation plus expiration dates are a better model than pretending you can prevent forwarding.

Live data beats PDF snapshots

A stale PDF emailed on Monday is already wrong by Tuesday. A live link that updates in place is both more useful to the recipient and less work for the sender. PDFs are available when a static file is actually what you need, but they're not the default.

Every share is logged

Generating a link, opening a link, revoking a link - every event is in the audit trail. If something gets shared that shouldn't have, you can always reconstruct what happened.

One link, many purposes

A single public link can be emailed, embedded in a webpage, sent in Slack, added to an investor portal, and linked from a newsletter - all at once. The same URL works everywhere and you only manage one thing.

Public doesn't mean everything

A public link exposes one dashboard, not the whole workspace. Recipients can't browse around, can't see other dashboards, and can't find their way into data you didn't deliberately share.

Sharing features across plans

What's included at each tier.

Feature	Starter	Professional	Enterprise
Internal dashboard sharing	Yes	Yes	Yes
Public link generation	No	Yes	Yes
Link expiration controls	No	Yes	Yes
Instant revocation	No	Yes	Yes
Iframe embedding	No	Yes	Yes
PDF snapshot export	No	Yes	Yes
Access analytics	No	Yes	Yes
Custom domain on shared links	No	No	Yes

See pricing for full plan details.

Public Sharing FAQ

Common questions about sharing dashboards and reports externally.

Is the data secure if anyone with the link can view it?

Links use high-entropy, cryptographically signed tokens - nobody can guess them or enumerate valid URLs. You can revoke any link instantly, set an expiration date, and audit every access attempt. Only share links you'd be comfortable with if they were forwarded, because anyone with the link can view.

Can I require a password?

Password protection is on the roadmap. Today, security comes from the unguessable signed token, expiration controls, and the ability to instantly revoke. For higher-sensitivity sharing, invite the viewer as a clariBI Viewer seat instead.

What does the recipient see?

A clean, read-only version of the dashboard or report, plus a small "Made with clariBI" footer. No comments, no editing, no navigation to other workspaces - just the data you shared.

Does the public link update in real time as my data changes?

Yes. The shared view reads from the same live data source as the internal view. When your data source refreshes, the shared dashboard reflects it on the next viewer load.

Can I embed it in iframes?

Yes, iframe embedding is supported when you enable the "Allow embed" option on a share link. This adjusts the content-security headers so the dashboard can render inside an iframe on any domain.

Does the viewer see my workspace name or internal comments?

No. The public viewer shows the dashboard content only. Workspace names, internal comments, and any metadata about your team are hidden. The recipient sees the data and a small "Made with clariBI" footer.

Can I track who viewed a public link?

You can see view counts, timestamps, and geographic regions via the access analytics panel on each link. Because the viewer is anonymous, you won't see individual identities unless you're on Enterprise with the access-request workflow enabled.

What happens to the link when my subscription lapses?

Public links stop resolving when your organization's subscription is inactive. Once you're back on an active plan, links resume - no need to regenerate. Downgrading from Pro to Starter disables link generation but keeps existing links accessible for a grace period.

How do I revoke a link?

Open the share modal and flip the public access toggle off. The token is invalidated server-side instantly - any new request returns an expired-link page. Re-enabling creates a new token by default, so old copies stay dead.