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Share a live dashboard so teammates can open it, explore its results, and ask Dash questions. You choose who can view it. To send an Excel report instead, see Export and email reports.

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Share with selected people or your company

Open a dashboard you own and click Share. Choose its audience:
Choose Specific people. Use Add people to find a teammate by name or email, then select them. Check the names under People with access and click Save changes.
GIF placeholder: SHARE-01Add one teammate under Specific people, check People with access, and save the change. Use a publishable name and email address.
Existing data access permissions still apply. The selected audience takes effect when you save it. After saving the audience, reopen Share and click Copy link. Send the link to the people who should use the dashboard. They sign in to Galvant to open it.
Screenshot placeholder: SHARE-02Show Copy link beside a saved Everyone in the company audience. Keep the dashboard title visible.
Copying a link does not add someone to the audience. Copy link opens the dashboard with its saved variable defaults. To share your currently selected period or other inputs, copy the address from your browser instead.
See current selections and saved defaults for how those views differ.

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What viewers can do

Viewers see Shared dashboard · Read only. They can explore the dashboard without changing its saved setup. To adapt a shared dashboard, click Duplicate and edit. This creates a separate copy you own.
Screenshot placeholder: SHARE-03Show a shared dashboard’s Read only notice and Duplicate and edit button, with usable variable controls below the header.

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Change or remove access

Reopen Share on a dashboard you own. Under Specific people, remove a person with their remove control, or choose a different audience. Click Save changes to apply it. For example, change Everyone to Specific people when only a smaller group should retain access, or choose Private to keep it to yourself. Changing live-dashboard access does not retrieve files already downloaded or emailed. Review any email schedules when the report’s audience changes.
Check the saved audience first. The person must also have an eligible company account with Dashboards access. If their entry shows Access unavailable, ask your Galvant administrator to check their account access. See dashboard access troubleshooting.