Klipfolio offers the ability for customers to publish a dashboard (with or without a password) as a shareable link. A published dashboard can be shared with many viewers. Dashboards published as links (see this article, for more information) are ideal for customers who use wallboards displaying one dashboard per display, who need to share their dashboard with a broader group within their organization, or who wish to share with external users. All recipients of the published link, regardless of their role permissions, can see dashboards in full-screen mode in their browser.
Published dashboards may not be suitable for all use cases or customers. Security and flexibility are limited with published dashboards. The viewer role in Klipfolio is set up to be part of a sharing mechanism for a specific set of content. This enables users who view dashboards in-app (in contrast to via published links) to see more than one dashboard at a time. In addition, the properties associated with a viewer role automatically filter content to reflect their context.
See the matrix below to compare the relative strengths of each option.
|Security||Klipfolio viewer role||Published link viewer|
|See who is accessing your dashboard||Yes||No|
|IP Range Restriction (if set up)||Yes||Yes|
|Share with/distribute to other non-users||No||Yes|
|Searchability restricted (not searchable by web crawlers)||Yes||Yes|
|Convenience and usability||Klipfolio viewer role||Published link viewer|
|Interaction (User Input Controls, drill down, tool tips)||Yes||Yes|
|Save last spot (retain your context)||Yes||No (each access starts at the same point)|
|Filter based on user (User Properties)||Yes||No (reflects properties of the dashboard at the time it was published)|
|View Klip Comments||Yes||No|
|Mobile App (‘in the labs’)||Yes||No (requires Klipfolio account)|
|Ability to add, reuse or replace dashboards via a hyperlink||Yes||No. (It is not possible to add, reuse or replace a dashboards shared as a private link.)|
Still have questions, please contact our customer success team.