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Cómo compartir un dashboard de Socialinsider.

Ya tienes disponibles dashboards para compartir.

Escrito por Diana Gogolan

If you have ever needed to send a client, a manager, or a teammate your social media performance data without exporting a static PDF or scheduling a call to walk them through it, you will want to use Socialinsider's dashboard sharing feature. It takes seconds to set up and gives the recipient a live, read-only view of your data.

Here's exactly how it works.

Why Share a Dashboard Instead of Exporting a Report

Exporting a report gives someone a snapshot frozen in time. Sharing a dashboard link gives them a window into your actual data, whenever they want to look at it. This is especially useful for:

  • Agencies who need to keep clients updated without manual reporting cycles

  • Teams who want stakeholders to self-serve on performance data

  • Anyone who is tired of answering "can you send me the latest numbers" every week


How to Share a Dashboard

Step 1: Open the dashboard you want to share

Navigate to the dashboard containing the data you want the other person to see. This can be a profile dashboard, a benchmark, or any other dashboard from your Socialinsider project.

Step 2: Click on the 'Share' button

In the dashboard view, click the 'Share' button (top right corner).

This opens the sharing options for that specific dashboard. From there, you can also export the view as a report.

Step 3: Copy the link

Socialinsider generates a unique link for that dashboard. Click to copy it to your clipboard.

Step 4: Send the link to your recipient

Paste the link into an email, a Slack message, or wherever you communicate with the person who needs access. No account setup or invitation flow required on your end.

Note: Keep in mind that the link expires in 5 days.


What the Recipient Can (and Can't) Do

Once someone opens the link, they get a read-only view of that specific dashboard. Here is what that means in practice:

👉 They can:

  • View all the data in that dashboard

  • Download the data as a report

👉 They cannot:

  • Edit the dashboard

  • Access any other dashboards or data in your account

  • Make changes on your behalf

In short, it is a safe, contained way to give someone visibility without giving them the keys to your account.


A Few Things Worth Knowing

The link only unlocks the dashboard you shared, not your full Socialinsider workspace.

The recipient does not need a Socialinsider login to view it.

If you update the dashboard later, anyone with the link sees the updated version, since it is a live view rather than a static export. ✌️

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