How can I share my dashboard with a client or colleague?
You can share a read-only version of your dashboard with anyone, even without a Peec account, or download it as a PDF.
To share a public link:
- Open your Overview dashboard.
- Turn on Sharing.
- Click Copy public link and send it.
Anyone with the link sees the same elements and data as you, but cannot edit the layout. You can add a password to restrict access.
A shared link always shows the latest data. If you need a fixed version for a report or presentation, use Export as PDF instead.
Please note: turning Sharing off permanently disables the current link. If you turn it on again, a new link is generated.
If your colleague needs to work in the project, invite them as a member instead.
More detail: https://docs.peec.ai/quickstart-guide