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Control who can view or edit dashboards, create share links, present read-only views, and duplicate a dashboard as a template.
Presentation mode is the read-only dashboard experience — no edit controls, widgets you can interact with but not rearrange, and Scenarios in the filter bar. The docs also call this view mode or shared mode; they mean the same thing.Anyone who opens a dashboard from a share link (workspace view URL, share-token link, or embed) always sees presentation mode. Edit mode is separate: you open it explicitly when you need to change layout or widgets, and only if your role allows editing.
In this section:

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Presentation mode

When you share a dashboard, recipients always land in presentation mode — whether they are in your workspace, outside it, or viewing an embed. There is no separate “shared” UI: presentation mode, view mode, and shared mode are the same read-only view. In presentation mode you can filter, colour, and apply Scenarios, but you cannot save the dashboard layout, add widgets, or edit dashboard settings. Use the view link or Share button to send someone this experience. Editors who need to change the dashboard open edit mode instead.

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Permissions

Dashboards are shared at the workspace level. Anyone with access to your workspace can view and edit dashboards according to their workspace role. To control who can view or edit, manage roles and permissions for your workspace. You can 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. When you share a dashboard, others see the same layout and state in presentation mode.

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Duplicate a 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. Dashboard-scoped calculated fields and lookup tables are copied onto the new dashboard as dashboard scope. Workspace- or project-scoped library fields still need Use on this dashboard if they were not already dashboard-scoped.

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Present and share

1

Save the dashboard

Ensure the dashboard is saved (layout and filter state are stored automatically).
2

Invite users or adjust roles

Invite users to the workspace or adjust roles so they have the access you want.
3

Share the dashboard or workspace link

Share the view link or a share-token URL. Recipients always open in presentation mode — the same read-only experience whether you call it view mode or shared mode.

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How to share a dashboard in Speckle Intelligence

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How to present a dashboard in Speckle Intelligence

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Scenarios

Scenarios are in Beta. A scenario stores page-level filters, issue filters, and viewer colour-by only — not layout, chart settings, camera, or data sources.
Scenarios are named snapshots of filter and colour state. Use them to return to the same dashboard “story,” or to share a link that opens that view. To copy layout and widgets, duplicate a dashboard instead.

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Edit mode

Open the dashboard in edit mode. In the left sidebar, open Scenarios (Beta).
1

Apply filters or colouring

Click a chart value, set issue filters, or colour the model. Save stays disabled until at least one of these is active.
2

Save and group

Click Save current state (plus). Rename from the card menu. Put client-facing scenarios in a named group (New group, or move from the card menu).
Keep drafts in Ungrouped. Move them into a named group before you present or share.
  • Apply (click a card) replaces live filters and colour-by.
  • Merge into current overlays the scenario’s slices onto what you already have (same widget wins on a clash). Colour updates only if the scenario has colouring. After merge, no single scenario stays selected.

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Presentation mode

In presentation mode (view mode / shared mode), open Scenarios from the filter bar. You can apply, merge, or clear filters — not save or manage groups.
Presentation mode lists grouped scenarios only. Ungrouped scenarios stay visible in edit mode but are hidden from anyone you share the dashboard with.
Applying a scenario adds ?scenario=<id> to the URL. Share that link so recipients open the same filters and colour-by. Renaming the scenario does not change the id.
It is probably still in Ungrouped. Move it into a named group in edit mode.
Apply replaces the live state. Merge blends the scenario onto the current filters (incoming wins on the same widget). After merge, nothing stays selected as a single scenario.
No. Saving and grouping require edit mode. In presentation mode (what everyone you share with sees), viewers can apply, merge, and clear only.

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FAQ

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.
No. Dashboards are available to all users on your plan. You need access to the workspace and projects you want to analyze.
Yes. Dashboards are shared at the workspace level. Anyone with access to your workspace can view and edit dashboards according to their role.
Anyone with access to the workspace can edit dashboards according to their workspace role. 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.
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. Dashboard-scoped calculated fields and lookup tables are copied onto the new dashboard. Shared library fields (project or workspace scope) still need Use on this dashboard if they were not dashboard-scoped.
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.
Presentation mode is the read-only dashboard view — also called view mode or shared mode in the product. Share links and embeds always open in presentation mode: no edit controls, but filters, colour-by, and Scenarios still work from the filter bar (grouped scenarios only). Edit mode is for changing layout and widgets; only people with edit access who open the dashboard to edit use it.
Yes. You can embed dashboards in Notion, Miro, and other tools. For examples and step-by-step guides, see Tutorials on speckle.systems (filter by Dashboards & Insights or Speckle Intelligence).
Dashboards belong to the workspace, not to individual users. If you leave the workspace, the dashboards remain; you simply lose access to them.
Last modified on July 18, 2026