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Publishing, Sharing & Embedding

Control who can see a dashboard with four visibility levels, and (where it is switched on) share a read-only link or embed a dashboard or a single widget in your own site.

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Once a dashboard is in good shape, you can decide who gets to see it. You control that with four visibility levels, ranging from just you up to a public link. Where public serving has been switched on for your workspace, you can also hand out a read-only link or embed a dashboard (or a single widget) in another site.

Open Share, choose Workspace visibility and save. Teammates view the dashboard inside BankSync.

Public links are still rolling out (beta)

Dashboards is in beta, and public link serving is being switched on workspace by workspace. Until it reaches your workspace, you can still set a dashboard to Public link or Public & indexed, but the Publish dialog will not produce a copyable link or embed code yet: it stays on a "No link yet" message. Setting visibility to Private or Workspace works today and needs no link at all. If you need to share now, the most reliable route is the Workspace level (your teammates open it in BankSync) or a template (see Related guides).

Save the dashboard first

Sharing starts from a saved dashboard. A brand-new, unsaved draft has no Share button yet. Name the dashboard or add a widget so it saves itself, then the Share button appears in the toolbar. See Creating your first dashboard for exactly when a draft commits.

Share it in four steps#

  1. Save the dashboard

    Give it a name or add a widget so it is saved. The Share button in the dashboard toolbar appears once there is something to share.

  2. Open Share

    Click Share in the toolbar. The window that opens is titled Publish "<your dashboard name>", so do not be thrown that it says Publish rather than Share: it is the same thing.

  3. Pick who can see it

    Choose one of the four visibility levels below (Private, Workspace, Public link, or Public & indexed).

  4. Press Save

    The confirm button is labelled Save (not Publish). Pressing it applies the visibility you chose.

  5. Copy the link, if there is one

    If public serving is live for your workspace and you chose a public level, a link and an embed snippet appear to copy. If it is not live yet, you will see "No link yet" instead (see the beta note above).

Visibility levels#

Open Share from the dashboard toolbar and choose how widely it is visible:

Private

Only you can see it. This is the default for a new dashboard.

Workspace

Everyone in your workspace can view it. There is no link to hand out: teammates simply open it inside BankSync like any other dashboard.

Public link

Anyone who has the link can view it, read-only. It is not listed anywhere public, so only people you send the link to can find it.

Public & indexed

A public link that search engines are also allowed to list, so it can turn up in search results.

Workspace sharing needs no link

The Workspace level does not create a URL. Anyone in your workspace just opens the dashboard from the dashboards list in BankSync. There is no "workspace link" to copy, so do not go hunting for one: choosing Workspace is the whole step.
The Publish dialog after saving a public dashboard, showing the four visibility tiers as radio options and a server-issued share link with an iframe embed snippet, each with copy and regenerate buttons.
The Publish dialog (opened from the Share button) once public serving is live: pick a tier, then copy the link and embed snippet.

Links and embedding#

When you set a dashboard to a public level and public serving is live for your workspace, BankSync issues the link from its server. The dialog shows two things to copy:

  • One link to the dashboard. This is the read-only URL you send to people.
  • An embed snippet. This is a short block of HTML (an <iframe>, which is just a way to show one page inside another) that you paste into your own web page to display the dashboard there.

Both come from the server, and both only appear once a real link exists. Until public serving reaches your workspace, neither appears (see the beta note at the top of this page). In that pending state the dialog simply shows a "No link yet" message where the link and embed snippet would otherwise sit, so there is nothing to copy until serving is switched on.

Controlling who can embed it#

Two settings let you lock an embed down:

  • Allowed origins. An origin is just the web address that is allowed to show your embed (for example https://yourcompany.com). For a dashboard, if you list one or more origins, then only those sites may embed it. Listing your own site keeps the dashboard from being framed anywhere else.
  • Regenerate. This mints a brand-new link on the server and immediately stops the old one from working, along with any embeds that were using it. Use it if a link leaked or you no longer want an old recipient to have access. The button is labelled Regenerate, and it warns that the current link stops working.

Locking down a dashboard embed

Set allowed origins so your embedded dashboard only renders on sites you trust. For a dashboard, listing origins is what restricts it: only the sites you name may frame it. (The single-widget embed below behaves differently when you leave origins blank, so read that section before sharing a widget on its own.)

A dashboard link is never a dead link

For a whole dashboard, BankSync will not hand you a copyable link that would not actually work. If public serving is not switched on for your workspace yet, the dialog shows "No link yet" rather than a URL you cannot use. The widget Share tab also receives no share URL or embed snippet while public serving is unavailable.

Sharing a single widget#

Each widget has its own Share tab in the inspector (select the widget, then open Share). Use it to configure the widget's visibility independently of its dashboard. Public links and embedding are not available yet; saving a public visibility setting does not make the widget accessible outside your workspace.

Installed custom widget is not a published package

Sharing a normal widget instance/dashboard and publishing reusable custom-widget code are different actions. Package widgets currently run only on authenticated private/workspace dashboards. Public instance links, portal execution, public package visibility, and marketplace distribution remain blocked during the package beta.

The widget Share tab works much like the dashboard dialog, with two differences worth knowing:

  • Leaving allowed origins blank means any site can embed the widget. This is the opposite default from the dashboard dialog. The widget tab says so directly ("Empty = any origin can embed the widget"). If you only want your own site to embed it, list your origin (for example https://yourcompany.com); otherwise the widget can be framed anywhere.
  • The regenerate button is labelled "Regenerate shortcode." A shortcode is the random code at the end of a widget's link. Rotating it gives the widget a fresh link and stops every previously-shared link from working.

Widget links are not available yet

The current app supplies no share URL or embed snippet to the widget Share tab, even when a public visibility setting or shortcode has been saved. The link sections stay hidden. Use workspace access or dashboard templates to share your work during this beta.
A single widget's Share tab with Workspace visibility selected and a Save button, without a public URL or embed snippet.
Configure visibility from the widget Share tab. Public URLs and embed snippets are unavailable during this beta.

Related guides#

Troubleshooting & FAQ

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