> ## 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.

# Sharing

> Share dashboards, present read-only views, and save named filter and colour-by scenarios.

Control who can view or edit dashboards, create share links, present read-only views, and
duplicate a dashboard as a template.

<Note>
  **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.
</Note>

In this section:

* [Presentation mode](#presentation-mode)
* [Permissions](#permissions)
* [Share links](#share-links)
* [Duplicate a dashboard](#duplicate-a-dashboard)
* [Present and share](#present-and-share)
* [Scenarios](#scenarios)

## 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.

## 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.

## Share links

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**.

## 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](/analytics/dashboards/calculated-fields),
[lookup tables](/analytics/dashboards/lookup-tables), and
[custom themes](/analytics/dashboards/layout#themes) 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. Workspace- or project-scoped themes
stay shared — the duplicate keeps using them.

## Present and share

<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 **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.
  </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>

## Scenarios

<Warning>
  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.
</Warning>

**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](#duplicate-a-dashboard) instead.

### Edit mode

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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).
  </Step>
</Steps>

<Tip>Keep drafts in **Ungrouped**. Move them into a named group before you present or share.</Tip>

* **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.

### 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.

<Warning>
  Presentation mode lists **grouped scenarios only**. Ungrouped scenarios stay visible in edit mode
  but are hidden from anyone you share the dashboard with.
</Warning>

### Deep links

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.

<AccordionGroup>
  <Accordion title="Why does my scenario not appear when I present?">
    It is probably still in **Ungrouped**. Move it into a named group in edit mode.
  </Accordion>

  <Accordion title="What is the difference between Apply and Merge?">
    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.
  </Accordion>

  <Accordion title="Can viewers save their own scenarios?">
    No. Saving and grouping require **edit mode**. In presentation mode (what everyone you share
    with sees), viewers can apply, merge, and clear only.
  </Accordion>
</AccordionGroup>

## FAQ

<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.
    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.
  </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="What is presentation mode?">
    **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.
  </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>
</AccordionGroup>

## Related

* [Layout](/analytics/dashboards/layout) — widgets, sections, and themes
* [Filters](/analytics/dashboards/filters) — page-level and widget-level filters
* [Common workflows](/analytics/dashboards/common-workflows)