> ## Documentation Index
> Fetch the complete documentation index at: https://canopy.wnstn.space/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Sharing Dashboards and Managing Access in Cano Analytics

> Share Cano Analytics dashboards with teammates or external audiences using internal permissions, public links, embeds, and scheduled email reports.

Cano Analytics makes it straightforward to get the right data in front of the right people. You can share dashboards directly with workspace members using role-based permissions, generate public read-only links for stakeholders who don't have a Cano account, embed dashboards in internal tools or websites, and schedule automated email snapshots so your team always has fresh numbers in their inbox.

## Internal Sharing

To share a dashboard with members of your Cano workspace:

1. Open the dashboard you want to share.
2. Click the **Share** button in the top-right header.
3. In the sharing panel, type the name or email address of a workspace member.
4. Select their **permission level** (see [Permission Levels](#permission-levels) below).
5. Click **Send Invite**.

The invited member receives an in-app notification and, optionally, an email. They can access the dashboard immediately from their **Dashboards** list.

### Viewer vs. Editor Roles

* **Viewers** can see all charts and apply temporary filter overrides, but they cannot save changes to the dashboard layout or chart configuration.
* **Editors** can add, edit, move, and delete charts, rename the dashboard, and modify filters. They cannot change sharing settings or delete the dashboard.

Only **Admins** can manage sharing settings and delete dashboards.

## Public Share Links

Public share links let anyone view a dashboard in a read-only, no-login-required interface — useful for sharing metrics with external partners, investors, or customers.

**To generate a public link:**

1. Open the **Share** panel from the dashboard header.
2. Toggle **Enable public link** to on.
3. Copy the generated URL and share it however you like.

**To revoke a public link:**

1. Return to the **Share** panel.
2. Toggle **Enable public link** to off.

The link is immediately deactivated. Anyone who visits the old URL will see a "Dashboard not found" message.

<Warning>
  Public share links are accessible to **anyone** who has the URL — there is no authentication gate. Do not share dashboards that contain sensitive user data, revenue figures, or personally identifiable information via a public link unless you are certain the audience is appropriate.
</Warning>

## Embedding Dashboards

You can embed any dashboard into an internal tool, wiki, or external website using a standard HTML `<iframe>`. The embedded view is read-only and respects the same data access as a public share link.

**To get your embed code:**

1. Open the **Share** panel and enable the public link (required for embeds).
2. Click **Get Embed Code**.
3. Copy the snippet and paste it into your HTML.

```html Embed snippet theme={null}
<iframe
  src="https://app.canoanalytics.io/embed/dashboard/YOUR_DASHBOARD_ID?token=YOUR_EMBED_TOKEN"
  width="100%"
  height="600"
  frameborder="0"
  allowtransparency="true">
</iframe>
```

Replace `YOUR_DASHBOARD_ID` with your dashboard's ID (visible in the dashboard URL) and `YOUR_EMBED_TOKEN` with the embed token shown in the Share panel.

<Tip>
  On the **Pro plan**, you can enable **password protection** for embedded dashboards. When enabled, viewers must enter a password before the embed loads, giving you a lightweight access gate for sensitive dashboards without requiring full Cano accounts. Enable it under **Share → Embed Settings → Require Password**.
</Tip>

## Scheduled Email Reports

Scheduled reports automatically email a snapshot of your dashboard to a list of recipients on a daily or weekly cadence, keeping stakeholders informed without anyone having to remember to check manually.

**To set up a scheduled report:**

1. Open the **Share** panel and click **Schedule Report**.
2. Choose a **frequency**: Daily or Weekly.
   * For weekly reports, select the day of the week the email should send.
3. Set the **send time** and **timezone**.
4. Add **recipients** by typing email addresses (workspace members or external addresses).
5. Optionally customize the **email subject line**.
6. Click **Save Schedule**.

Recipients receive an email with a static PNG snapshot of the dashboard plus a link to the live version. Scheduled reports use the dashboard's default date range at the time of sending.

<Note>
  You can create multiple schedules for the same dashboard — for example, a daily internal report and a weekly executive summary with different recipient lists.
</Note>

## Permission Levels

The table below summarizes what each role can do within a shared dashboard.

| Permission                        | Viewer | Editor | Admin |
| --------------------------------- | :----: | :----: | :---: |
| View dashboard and charts         |    ✅   |    ✅   |   ✅   |
| Apply temporary filter overrides  |    ✅   |    ✅   |   ✅   |
| Add and edit charts               |    ❌   |    ✅   |   ✅   |
| Rename or edit dashboard settings |    ❌   |    ✅   |   ✅   |
| Manage sharing and permissions    |    ❌   |    ❌   |   ✅   |
| Generate or revoke public links   |    ❌   |    ❌   |   ✅   |
| Delete the dashboard              |    ❌   |    ❌   |   ✅   |

Workspace Owners automatically have Admin-level access to all dashboards in the workspace, regardless of individual dashboard sharing settings.