How To: Save & Share a Dashboard

Purpose

Clients can view dashboards that have been shared with them, but they cannot create or edit dashboards. To share, you need to mark a dashboard as Shared and then send the client the dashboard’s link.

Clients will need to be added so make sure they have the required permissions; if you are not sure just put in a support request and the alli team can get them added

Steps

1. Open the Dashboard You Want to Share

   • Navigate to the dashboard you want to share with a client.

2. Save the Dashboard

   • In the top right (same line as the title), click Save.

   • In the modal, choose:

     • Personal Dashboard → visible only to you.

     • Shared Dashboard → visible to everyone on this client.

   • Click Save.

3. Switch a Personal Dashboard to Shared (if needed)

   • If you saved it as Personal, you can update it later.

   • Click the three dots (⋮) menu in the top right of the dashboard.

   • Select Set as Shared.

4. Copy & Send the Link

   • Once the dashboard is marked as Shared, copy the dashboard’s URL from your browser.

   • Send this link directly to your client.

5. Client Access

   • Clients will have view-only access.

   • Only the user who created the dashboard can edit or delete it.

Notes & Best Practices

• Clients cannot navigate to the landing page of Generative Dashboards — you must send them the link.

• Make sure the dashboard is set as Shared before sending, or the client won’t be able to view it.

• Edits only appear to clients after you click Save again.

• If multiple strategists/teammates need access, just send them the same link or they should be able to see shared dashboards on the Landing Page for Generative Dashboards.