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A new dashboard is visible Only You until you publish or share it. Publishing gives it a stable link. Visibility controls whether it sits on the project’s shared board.

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Publishing

Click Publish in the dashboard panel or editor. The dialog asks for:
  • Name: the name of the dashboard in the list
  • Custom URL: the link slug, /share/ plus a name auto-suggested from the title. Edit it to something recognizable, like revenue-overview
Publishing copies the link to your clipboard, and the button becomes Share Link for grabbing it again later.
Share links require an Orion login and project access. They are for teammates, not the open internet.
Anyone who opens the link gets the full interactive dashboard. This includes the filters and an Ask Orion chat toggle. A project member with edit access also gets an Edit button.

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Visibility

Independently of the link, a dashboard is either Only You or on the Shared Board, where every project member sees it on the project page. Change it from the publish dialog or the dashboard card’s menu on the project page.

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Managing from the project page

Published dashboards appear as cards on the project page with a live thumbnail and a Dashboard label. A dashboard that a Workflow maintains also carries a Workflow badge. Each card’s menu offers Open, Edit Dashboard, View Workflow where one applies, Visibility, and Delete.
Deleting a published dashboard cannot be undone.

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Permissions

  • Viewers: open shared dashboards and share links, use every filter. No publishing, editing, visibility changes, or deleting
  • Analysts: create, edit, and publish dashboards. They also set the visibility of the dashboards they created
  • Admins and project owners: manage visibility and deletion for anyone’s dashboards