Shareable Insights

Jenny Takahara, February 19, 2021
Note: Creating shareable links is only available by default to Admin users. To allow non-admin users to create links, you can go to Settings > Manage users > Permission sets, and enable the permission called 'Create Insights dashboard link'.  

The Insights feature will allow you to create public shareable links for your dashboards, so other users in your account, managers, and consultants can stay up to date with your sales progress in live time, even if they are not users in your Pipedrive account.

Create a link

To create a shareable link for your Insights dashboard, select a dashboard from your sidebar and click on Share dashboard in the top right corner.



Once you create a link, you can copy it to your clipboard and easily send it to anyone who may be interested in how you and your team are doing. 


Once the non-Pipedrive users opens the link, they will be able to view the dashboard. The shared dashboard will be updated in live time as the data in your dashboard is updated.  


Manage viewer access

If you want to share the same dashboard with more than just one viewer group, you can create multiple links by clicking on Add new link under the existing links.

For example, if you want to share the same dashboard with your manager and clients, you can create two separate links and name them accordingly. 
Click the pencil icon next to Shared with...  to rename your link.


This way, if you want to revoke access for one group, you can do so while still keeping the other link active for your other group. To delete a dashboard link and revoke access for whoever has that link, click on the trash can icon next to each link. 

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