Sharing a dashboard
Once a dashboard tells the story you want your client to see, the last step is getting it in front of them. Dotwave handles this with a single read-only public link. You do not have to create accounts for your clients, wrangle file exports, or worry that someone will accidentally edit your carefully built charts. This article walks through creating a share link, explains exactly what the link exposes, shows how to revoke access the moment an engagement ends, and covers the view tracking built into the Share menu.
Create a share link
A share link takes under a minute to set up. Everything happens from the dashboard you want to send.
Go to the dashboard you want to share and make sure it shows the charts and filters you want your client to see.
Open the Share menu in the dashboard toolbar. This is where every access control for the dashboard lives.
Switch on Public link. Dotwave generates a unique URL that points to a read-only view of this dashboard.
If the data is confidential, set a password in the same panel. Anyone opening the link will have to enter it before they can see anything.
Use the copy button to grab the URL, then paste it into an email or message to your client.
What the link gives access to
The public link opens a read-only view of the dashboard. Your client sees the charts, the layout, and the numbers exactly as you arranged them, rendered live from the underlying data. What they cannot do is change anything. There is no edit mode, no access to the data-cleaning pipeline, and no way to alter your chart configuration. The one interactive thing they can do is leave comments anchored to specific charts, so a viewer can ask a question or flag a data point without touching the dashboard itself. In short: clients can view and comment, but they cannot edit.
Password protection is optional but recommended for confidential client data.
Revoking access
Access is never permanent unless you want it to be. When a project wraps, or if a link has been forwarded somewhere it should not have gone, you can shut it off instantly. Open the Share menu and either turn off Public link or click Revoke. The moment you do, the link stops working — anyone who tries to open it afterward, including people who bookmarked it, gets nothing. If you later decide to share the dashboard again, toggling the public link back on generates a fresh URL, so an old revoked link never quietly springs back to life.
View tracking
The Share menu doubles as a lightweight analytics panel for the link. It shows the total number of views the dashboard has received and a list of recent view events, so you can confirm your client actually opened what you sent. This is useful for more than curiosity: if you emailed a report and heard nothing back, a glance at the view count tells you whether the link was even opened before you follow up. It also gives you a quiet record of engagement across the life of a project.
Check the recent view events before a client call. If the dashboard has not been opened yet, walk your client to the link at the start of the meeting so you are both looking at the same view.
Dotwave