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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On this page

Share it in four steps
Visibility levels
Links and embedding
Controlling who can embed it
Sharing a single widget
Related guides

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.

Publishing a dashboard and copying its share and embed links.

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.

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.
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.
Pick who can see it
Choose one of the four visibility levels below (Private, Workspace, Public link, or Public & indexed).
Press Save
The confirm button is labelled Save (not Publish). Pressing it applies the visibility you chose.
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. (Heads up: the single-widget Share tab is more eager and can show an example-style link before serving is live, so treat a widget link as real only once public serving is on for your workspace.)

You do not have to publish a whole dashboard. Each widget has its own Share tab in the inspector (select the widget, then open Share): publish just that widget and embed it on its own, independent of the dashboard it lives on. This is handy for dropping a single KPI or chart into a report or another site.

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.

Check a widget link before you send it

The widget Share tab can display an example-looking link and embed snippet as soon as you set the widget public, even where public serving is not switched on for your workspace yet. So unlike the whole-dashboard flow, a widget link is not a guarantee that the page is live. Before you paste a widget link into a report or site, confirm it actually opens in a private browser window. If it does not resolve, public serving has not reached your workspace yet (see the beta note at the top).

A single widget's Share tab in the inspector, showing the widget set to a public tier with its own share link, an iframe embed snippet, an allowed-origins box, and a Regenerate shortcode button. — Each widget has its own Share tab for publishing and embedding it on its own. The link and embed URLs shown are illustrative.

Creating your first dashboard: how a draft becomes shareable.
Dashboard templates: the most portable way to hand a dashboard to someone else, especially while public links are still rolling out.
Dashboard filters: filters travel with a published dashboard.
Troubleshooting: if a shared dashboard does not load, or a publish says to try again.

Troubleshooting & FAQ