> ## Documentation Index
> Fetch the complete documentation index at: https://docs.speckle.systems/llms.txt
> Use this file to discover all available pages before exploring further.

# Layout and sharing

> Control layout, themes, and who can view or edit your dashboards.

Control layout, themes, and who can view or edit your dashboards.

### Layout and widgets

All widgets share common controls: **Remove**, **Change Data Source**, **Full Screen**, and **Settings**. Chart
widgets also offer **Chart Style** and **Local Filters**. Some chart widgets allow visual customisation such as
labels and margins in their settings. You can drag widget edges or corners to resize. Use **Section**
widgets to group parts of the dashboard and improve navigation.

To remove a widget in editor mode, select the widget (click it), then open the menu (⋮) in the widget sidebar and
choose **Delete**, or press **Delete** (Del) on the keyboard. Confirm in the dialog. The widget is removed from the
dashboard.

Layout, widget positions, filter state, and pinned versions are saved with the dashboard. When you share the
dashboard, others see the same layout and state.

<Steps>
  <Step title="Add sections to group areas">
    Drag **Section** from the widget panel onto the canvas to group areas (e.g. "Takeoff", "Validation"). Add widgets
    inside each section.
  </Step>

  <Step title="Resize widgets">
    Drag widget edges or corners to resize.
  </Step>

  <Step title="Reorder widgets">
    Drag widgets by the header to reorder. Layout and filter state are saved with the dashboard.
  </Step>
</Steps>

<AccordionGroup>
  <Accordion title="Can I duplicate a widget?">
    Yes. Select the widget (click it), open the menu (⋮) in the widget sidebar, and choose **Duplicate**. A copy of
    the widget is added to the canvas with the same settings.
  </Accordion>

  <Accordion title="Is there a limit to how many widgets I can add?">
    There's no hard limit, but dashboard performance may decrease with very large numbers of widgets.
  </Accordion>

  <Accordion title="Can I lock a widget or the layout?">
    Yes. Select the widget, open the menu (⋮) in the widget sidebar, and choose **Lock widget**. A locked widget
    cannot be moved or resized. Choose **Unlock widget** from the same menu to allow editing again.
  </Accordion>

  <Accordion title="Can I undo deleting a widget?">
    No. There is no undo for layout changes. If you delete a widget by mistake, add a new widget of the same type
    from the sidebar and configure it again, or duplicate another widget if you have one with similar settings.
  </Accordion>

  <Accordion title="Can I export a dashboard or widget (e.g. PDF, image, or chart data)?">
    Some widgets support export: tables can export to CSV, RenderGenie can export an image, and Model Validation
    has its own interface for importing and exporting rulesets and interop. There is no single "export dashboard"
    to PDF or image for the whole dashboard.
  </Accordion>

  <Accordion title="Why is my dashboard slow?">
    Dashboards run in the browser and BIM models can be large—the browser and your device are the main factors.
    Large models are slow to load, and all widgets depend on the data source loading. Running many Model Validation
    rules (e.g. 2000) against a large model also takes time to compute; results use page caching. Properties-over-time
    widgets use Speckle Automate to store prior results.
  </Accordion>

  <Accordion title="How many models can I add to one dashboard?">
    There are no hard limits, but see "Why is my dashboard slow?"—large numbers of models or widgets can affect
    performance.
  </Accordion>
</AccordionGroup>

### Themes

Dashboard UI (light/dark) follows your workspace or system preference. Use the theme toggle in the dashboard or
workspace settings when available.

Chart and validation colors use a **Themes** panel in the dashboard sidebar. Open the sidebar and select **Themes**
to pick a preset color palette or choose **Custom** to define your own colors for charts and pass/fail styling. The
selected theme is saved with the dashboard.

Themes also include accessibility-focused color blindness modes and a legibility mode for higher-contrast reading,
especially helpful when reviewing 2D linework-heavy models.

Category color mapping is consistent across widgets, so the same category keeps the same color in different charts.

In custom themes, you can edit individual colors and reorder them with drag-and-drop to control palette priority.

See [this video](/analytics/intelligence-dashboards#how-to-color-code-and-change-color-themes) for instructions on how to apply color coding and change the theme.

### Sharing and permissions

Dashboards are shared at the workspace level. Anyone with access to your workspace can view and edit dashboards
according to their [workspace role](/workspaces/roles-and-seats). To control who can view or edit, manage
[roles and permissions](/workspaces/roles-and-seats) for your workspace.

You can also create share-token links from the **Share** button for external
viewers who are not in your workspace.

* **Expiry:** Set an expiration date.
* **Password:** Add optional password protection.
* **Revocation:** Revoke tokens from **Project settings > Tokens**.

Password-protected links redirect recipients to an unlock page before loading
the dashboard.

You can duplicate an existing dashboard (from the dashboard list or dashboard menu). Duplicating a dashboard copies
its layout, widgets, and settings so you can use it as a template—for example, create a standard dashboard once and
duplicate it for new projects or teams.

<Steps>
  <Step title="Save the dashboard">
    Ensure the dashboard is saved (layout and filter state are stored automatically).
  </Step>

  <Step title="Invite users or adjust roles">
    Invite users to the workspace or adjust [roles](/workspaces/roles-and-seats) so they have the access you want.
  </Step>

  <Step title="Share the dashboard or workspace link">
    Share the dashboard link or workspace link. Recipients see the same layout and data according to their role.
  </Step>
</Steps>

#### How to share a dashboard in Speckle Intelligence

<Frame>
  <iframe width="100%" height="400" src="https://player.vimeo.com/video/1160241865" title="How to Share a dashboard in Speckle Intelligence" frameborder="0" allow="fullscreen" />
</Frame>

#### How to present a dashboard in Speckle Intelligence

<Frame>
  <iframe width="100%" height="400" src="https://player.vimeo.com/video/1160241805" title="How to Present in Speckle Intelligence" frameborder="0" allow="fullscreen" />
</Frame>

<AccordionGroup>
  <Accordion title="What can I do with dashboards?">
    Dashboards let you analyze model data through charts, tables, and 3D visualizations. You can track properties,
    compare model versions, identify changes, and create visual reports for your team.
  </Accordion>

  <Accordion title="Do I need special access to use dashboards?">
    No. Dashboards are available to all users on your plan. You need access to the workspace and projects you want
    to analyze.
  </Accordion>

  <Accordion title="Can I share dashboards with my team?">
    Yes. Dashboards are shared at the workspace level. Anyone with access to your workspace can view and edit
    dashboards according to their role.
  </Accordion>

  <Accordion title="Who can edit a dashboard?">
    Anyone with access to the workspace can edit dashboards according to their [workspace role](/workspaces/roles-and-seats).
    Edit permission is tied to the workspace, not to individual dashboards. To restrict who can edit, manage workspace
    roles (Admin, Member, Guest) in [Workspace Settings](/workspaces/roles-and-seats).
  </Accordion>

  <Accordion title="Can I duplicate a dashboard for templating?">
    Yes. Duplicate an existing dashboard from the dashboard list or dashboard menu. The copy keeps the same layout,
    widgets, and settings so you can use it as a template—for example, duplicate a standard dashboard for each new
    project or team.
  </Accordion>

  <Accordion title="Can I share a dashboard with someone outside my workspace?">
    Yes. The share button creates a tokenized dashboard link for external
    recipients. You can set expiry and optional password protection. You can
    revoke access by revoking the token in **Project settings > Tokens**.
  </Accordion>

  <Accordion title="Is there a view-only or presentation mode?">
    Yes. The dashboard view URL (when opening a dashboard in view mode rather than edit) shows the dashboard
    without edit controls. Use the view link when you want to share a read-only version.
  </Accordion>

  <Accordion title="Can I embed Speckle dashboards elsewhere?">
    Yes. You can embed dashboards in Notion, Miro, and other tools. For examples and step-by-step guides, see
    [Tutorials](https://speckle.systems/tutorials) on speckle.systems (filter by **Dashboards & Insights** or
    **Speckle Intelligence**).
  </Accordion>

  <Accordion title="What happens to my dashboards if I leave the workspace?">
    Dashboards belong to the workspace, not to individual users. If you leave the workspace, the dashboards
    remain; you simply lose access to them.
  </Accordion>

  <Accordion title="Which applications have extra widgets?">
    Revit, Tekla, CAD, and other connectors may expose additional widgets in the widget panel (e.g. Levels,
    Families, Material quantities). Open the widget panel in the app to see what's available for your connected
    sources.
  </Accordion>

  <Accordion title="Can I use IFC models in dashboards?">
    All ingested and published data in Speckle is Speckle data, regardless of original format (e.g. IFC). You can
    use it in dashboards like any other model. Specialised widgets (e.g. for Revit, Tekla) add features relevant to
    those sources; the underlying data is the same.
  </Accordion>

  <Accordion title="If I pin a version, does the dashboard ever change?">
    No. A pinned version stays fixed until you change it. The dashboard shows that version's data until you select
    "latest" or another version.
  </Accordion>

  <Accordion title="Can I compare more than two versions at once?">
    Yes. You can add multiple Model Viewer widgets or use widgets that support multiple data sources to compare
    several versions. The Dual viewer widget compares two at a time; other widgets can aggregate or compare across
    more sources.
  </Accordion>
</AccordionGroup>

Additional widgets are available for Revit, Tekla, CAD, and other connectors; use the widget panel in the app to
explore them. For validation rules and rulesets (including the Property Checker and Model Validation widgets), see
[Data Validation](/analytics/data-validation/overview).

For step-by-step guides (quantity takeoff, portfolio analysis, finding a family), see
[Common workflows](/analytics/dashboards/common-workflows).