Dashboards can be made available as Open Access (What is Open Access?) for anyone to view without the need to log in to SquaredUp.
Perspectives cannot directly be made available as Open Access, but this is possible by using a pinned perspective (see ).
Who can share dashboards via Open Access?
Only administrators have permissions to make globally viewable dashboards available as Open Access.
Users with author or owner permissions on a Team Folder (see Team Folders) can make dashboards within that Team Folder available as Open Access. Any dashboard shared as Open Access will potentially be viewable by anyone, and viewing will no longer be controlled by the Team Folder permissions.
This article covers:
The Open Access navigation bar is visible to anyone, and allows them to view any Open Access dashboard which has been added to it (jump to How to add a dashboard to the Open Access navigation bar).
You can choose not to use the Open Access navigation bar, and just create Open Access URLs (jump to How to create an Open Access URL).
The Open Access navigation bar is shown at the top of the screen for all Open Access dashboards, even if they themselves have not been added to the Open Access navigation bar.
When using the Open Access navigation bar, dashboards can be accessed from
SquaredUpServer is the server where SquaredUp is installed.
The SquaredUp logo takes you to the default Open Access page, which is the first on the navigation bar. The sort order of the pages on the navigation bar can be changed from the right-hand menu ☰ > system > Open Access.
Open Access dashboards in SquaredUp Dashboard Server default to dark theme
You can decide if you want Open Access dashboards to be viewed in dark theme or light theme. This is a global setting which controls the theme for all Open Access dashboards and all users who navigate to any of the Open Access URLs will be affected by this setting.
Go to the top right-hand menu ☰ system > Open Access.
Toggle the dark theme button to on or off.
When the dark theme button is set to off, all Open Access dashboards are viewed in light theme. When it is set to on, all Open Access dashboards are viewed dark theme.
The Open Access theme setting is different to the individual user personalisation theme setting (see Theme Personalisation).
Go to the dashboard you want to create an Open Access URL for.
Make sure the dashboard is already published. If the dashboard is still a draft, publish it first.
Click on the share this dashboard button:
In the Open Access section toggle the off button to on to enable open access.
You will see the message 'Preparing your Open Access dashboard, please wait' and a thumbnail of the dashboard itself:
Click preview to view the dashboard in Open Access mode.
The dashboard is given an Open Access URL and enabled for Open Access. You can now distribute the URL, use it in Sharepoint etc.
Creates a link to the dashboard as a fully interactive version. Accessing the dashboard requires authentication with a SquaredUp user licence. The link is based on the dashboard's ID and does not change when the dashboard is renamed.
Normal: Just the URL based on the ID.
Full-screen:The URL based on the ID, but with
Embed: The URL based on the ID, but with
Creates a link to the dashboard as a less interactive version. Anyone can access the dashboard, no authentication needed.
Less interactive means users can hover to see graph figures and labels, but when they click to drill down they will have to authenticate.
If you don't see the Open Access option, you don't have permission to manage Open Access or your SquaredUp product licence doesn't include Open Access.
After a dashboard is updated the changes are shown on the Open Access dashboard when it next refreshes, usually in 60 seconds.
The Open Access navigation bar is only visible when you are viewing an Open Access dashboard. It is a different navigation bar than the one you see within SquaredUp. You can define which dashboards are shown in the Open Access navigation bar, but you can only define one Open Access navigation bar. This means that as soon as someone has access to one Open Access dashboard, they also have access to all other Open Access dashboards that are on the Open Access navigation bar.
Browse to the right-hand menu ☰ > system > Open Access
In the Navigation Bar section click on the plus button:
Start typing the name of the dashboard you wish to add to the Open Access navigation bar. SquaredUp will return all dashboards matching the text you have typed.
Select the dashboard you're looking for and it will be added to the Open Access navigation bar. If the dashboard was not already enabled for Open Access mode it will be enabled and the message 'Preparing your Open Access dashboard, please wait' will be shown.
To create a folder on the Open Access navigation bar, type a name that does not match a dashboard and a folder will be created. You can then drag dashboards into the folder.
Browse to the right-hand menu ☰ > system > Open Access
Dashboards which are enabled for Open Access are listed and you can click remove to stop a dashboard being available in Open Access mode.
If you stop a dashboard being available in Open Access mode and later re-enable it then the dashboard will be given the same Open Access URL that it had previously.
We recommend rerunning the generate option for the Open Access dashboard experiencing problems.
For more information see Troubleshooting Open Access
- Users of Open Access dashboards can hover to see graph figures and labels, but will be presented with a logon box if they click to drill down for more information.
If I share a dashboard within a Team Folder as Open Access will it still be controlled by the Team Folder permissions?
No. If you share a dashboard within a Team Folder (see Team Folders) as Open Access by enabling Open Access URL, this dashboard will potentially be viewable by all users, and viewing will not controlled by the Team Folder permissions.