Collaboration and sharing


Klipfolio offers a variety of ways to share your data. You can share your Klipfolio assets within your organization, outside your organization, in real-time, or periodically.

Take a look at the list below for different ways to share:

Adding Users and Groups


How do I create users and groups in my organization?

Invite individual users to join your organization and allow them to access and interact with data in your account. You can categorize users by creating groups, such as Marketing or Sales.

Adding users

Creating groups

BETA: Sharing Assets with Users and Groups


BETA: How do I share assets within my organization?

Enable viewing and editing access to dashboards, Klips, and data sources by sharing these assets with users and groups in your account.

Sharing dashboards

Sharing Klips

Sharing data sources

Sharing FAQ


Published links


What are published links?

Published links are links to your dashboards that can be shared with others, even those outside of your organization or account. There are a few options available when creating public links, from making your dashboards publicly available, searchable, and indexable by search engines, to more private access that requires a link and, optionally, a password.

Learn more about published links

Automated Emails


Can I automate dashboard snapshots?

Yes you can. You can set-up regular email snapshots based on individual data visualizations or entire dashboards. Schedule emails to go out to specific people, at specific times, and with what frequency.

Learn more about automated emails.

PDF Reports


What snapshots can I generate?

A variety of snapshots can be generated based on individual data visualizations, or entire dashboards. Data visualizations and dashboards can be downloaded as an image or as a PDF (great for presentations and printed snapshots), and easily attached to an email. You can also schedule regular emails to be sent, with daily dashboard snapshots, for example.

Learn more about PDF snapshots.

Best practices for generating PDF snapshots

Wallboard Display


How can I display my dashboards on office wallboards?

You can set your dashboards to 'full screen TV mode' within Klipfolio, and display them on office wallboards and monitors. Multiple dashboards can be set up to display on rotation. Using wallboards to highlight your metrics is a great way to keep your team’s data-driven and ensure that you never lose sight of your performance.

How to set your dashboards to full screen TV mode in Klipfolio



Can I share my data visualizations and dashboards via Slack?

Yes you can! Once our Slack integration is enabled in your account settings, sharing individual Klips or dashboards with users or channels in Slack is quick and easy.

Learn how to share Klips and Dashboards with Slack



What devices can I monitor my Klips and dashboards on?

Klipfolio dashboards are designed to look great on any device, at your desk, in your boardroom or on the go. Access the entire application on your tablet, or enjoy a streamlined dashboard experience on your mobile phone, with Klipfolio for iPhone and Android.

Klipfolio for iPhone

Klipfolio for Android

Design tips for the Klipfolio mobile app

Mobile App FAQ



Can I embed data visualizations and dashboards on my website or private intranet?

You can embed individual data visualizations or entire dashboards with your website or host application, and the embed will look seamless. Use our simple drop down menus to adjust the size and look of the data visualization you want to embed, then generate the embed code with a click of a button, and drop it into your web page’s HTML.

Learn how to embed Klips



Does Klipfolio support in-app messaging or other forms of in-app communication?

Klipfolio enables users to comment on individual Klips and dashboards, to collaborate and share insights.

Learn how to comment on your Klips