Guide to collaboration features including dashboard sharing, permission levels, comments, team management, and access controls.
Share Dashboard Basics
Sharing Options
- Public Link: Anyone with link can view
- Team Members: Share with specific team members
- Role-Based: Share based on user roles
- External Users: Invite external stakeholders
Permission Levels
- Viewer: View dashboards and data
- Editor: Modify dashboards and create reports
- Admin: Full control including user management
- Custom: Granular permission configuration
Step-by-Step Sharing
1. Share Individual Dashboard
- Open your dashboard
- Click Share button (top right)
- Choose sharing method:
- Generate Link: Create shareable URL
- Add Users: Invite specific people
- Set Permissions: Configure access levels - Add optional message and send
2. Team Workspace Sharing
- Go to Team settings
- Invite team members via email
- Assign roles and permissions
- Set default dashboard access
- Configure organization-wide settings
Advanced Collaboration Features
Comments and Annotations
- Dashboard Comments: Add notes to specific widgets
- Data Discussions: Comment on data points
- @Mentions: Notify specific team members
- Thread Conversations: Organize discussions
Version Control
- Dashboard Versions: Track changes over time
- Rollback: Restore previous versions
- Change Log: See who changed what and when
- Approval Workflow: Require approval for changes
Real-Time Collaboration
- Live Editing: Multiple users edit simultaneously
- Presence Indicators: See who's currently viewing
- Auto-Save: Changes saved automatically
- Conflict Resolution: Handle simultaneous edits
Permission Management
User Roles
- Organization Owner: Full administrative control
- Admin: User management and billing
- Manager: Team oversight and dashboard creation
- Analyst: Advanced analytics and reporting
- Viewer: Read-only access to assigned content
Data Source Permissions
- Full Access: Read/write to all data sources
- Limited Access: Specific data sources only
- Read-Only: View data but cannot modify
- No Access: Cannot see sensitive data sources
Dashboard-Level Security
- Private: Only creator can access
- Team: Accessible to team members
- Organization: All organization users
- Public: External sharing allowed
External Sharing
Public Links
- Password Protection: Secure public sharing
- Expiration Dates: Time-limited access
- View Restrictions: Limit to specific charts
- Embed Options: Iframe embedding for websites
Client Sharing
- Advanced Analytics: Professional-grade analytics features
- Client Portals: Dedicated client access
- Automated Reports: Scheduled email delivery
- Access Logging: Track client engagement
Team Management Best Practices
Onboarding New Users
- Welcome Email: Introduction to clariBI
- Training Materials: Links to tutorials
- Sample Dashboards: Examples to explore
- Mentor Assignment: Pair with experienced user
Security Guidelines
- Regular Access Review: Quarterly user audits
- Offboarding Process: Remove access immediately
- Principle of Least Privilege: Minimum necessary access
- Two-Factor Authentication: Require for all users
Communication
- Team Meetings: Regular dashboard reviews
- Feedback Channels: Collect user suggestions
- Best Practices: Share tips and tricks
- Success Stories: Highlight wins and insights
Troubleshooting Sharing Issues
Common Problems
- User Cannot Access: Check permissions and email
- Dashboard Not Loading: Verify data source access
- Comments Not Showing: Refresh browser/check internet
- Shared Link Broken: Check expiration and permissions
Solutions
- Re-send Invitation: Send new invitation email
- Check Spam Folder: Invitations may be filtered
- Update Permissions: Adjust user access levels
- Clear Browser Cache: Resolve display issues
- Contact Support: For persistent issues
Collaboration Analytics
Usage Insights
- Most Viewed Dashboards: Track popularity
- User Engagement: See who's active
- Comment Activity: Monitor discussions
- Sharing Patterns: Understand collaboration
Team Performance
- Dashboard Creation: Track team productivity
- Data Quality: Monitor accuracy and completeness
- Decision Impact: Measure business outcomes
- Training Needs: Identify skill gaps
Effective collaboration turns individual insights into team intelligence.