Dashboards & Access
Show read-only dashboards inside an embed, choose what visitors can do on them, and control which sites and people can use your embed.
Dashboards in an embed
Open Embeddings, select an embed and find Dashboards under Contents. Tick the widget dashboards visitors should see. The one marked Opens first is shown when chat is turned off.
Visitors open dashboards from a Dashboards section in the embed sidebar. They can change filters, date ranges and comparisons, switch tabs, open cards full screen and read AI notes. Nothing they do changes your dashboard.
Each customer's own rows
Visitors see the same numbers on a dashboard, except from data sources that filter rows by the tenant in the signed embed token your app sends. There each visitor sees only their own tenant's rows: the dashboard's queries on that source run again for their tenant, the first time someone from that tenant opens it, and visitors of the same tenant share the result for a day. The Dashboards list says when a dashboard is shown per visitor.
When a visitor's token expires (tokens last at most an hour), those cards show no data and ask them to reload the page; your app then sends a new token.
A dashboard can't be added, and stops showing if it was added earlier, when:
- one of its data sources shows each team member only their own rows (per-member rules), or it shows each viewer their own data;
- a table built on a tenant-filtered source isn't a database query (a file, a Google source or saved rows), or runs Python, so it can't re-run for each tenant;
- more than 6 tables would re-run for each tenant;
- it belongs to a private Project or another workspace;
- it isn't a widget dashboard.
The Dashboards list says why a dashboard can't be added.
Viewer actions
Under Dashboard viewer actions you choose whether visitors can:
| Setting | What it allows |
|---|---|
| Downloads | CSV, Excel and PNG downloads on cards |
| Show underlying data | The rows behind a card |
| AI notes | Written summaries on note cards. When off, notes are computed from the numbers |
| Ask about this data | Questions on Q&A cards, answered only from the dashboard's own numbers |
Filters, date ranges, comparisons and full screen are always available.
Dashboards only
Turn off AI chat under Contents to show only dashboards. The embed then opens on the dashboard marked Opens first.
Access and security
Find these under Access & security.
Allowed websites
List the exact sites that may show your embed, such as https://app.example.com. Browsers refuse to load the embed anywhere else. When the list is empty, any site can show it.
Who can join
Each visitor who joins is a billable seat, so choose who can join:
- Anyone with access to the page
- Only visitors your site signs in: the iframe URL must carry a token your server signs (see Dynamic User Filtering)
- Only these email domains: for example
acme.com(subdomains count) - Your site signs visitors in automatically: your server signs a token naming the user, and the embed signs them in with no sign-up form (see Sign Visitors In From Your Site)
With the first three options, visitors confirm their email with a 6-digit code before they join.
Limits
- Seat cap: new visitors can't join once this many seats are taken. Existing visitors keep their access.
- Messages per visitor per month: chat messages each visitor can send per calendar month (UTC).
Terms and privacy links
Add links to your terms and privacy policy. Visitors see them when they create an account.