Sharing Dashboards with Stakeholders

Not everyone who needs to see a dashboard should necessarily be able to edit the boards feeding into it — an executive checking on quarterly progress, or a client reviewing project status, typically only needs visibility, not editing rights. Hoicko's sharing options are built with exactly this distinction in mind.

How to share a dashboard

1. Open the dashboard you want to share and click "Share."
2. Choose whether to invite a specific person as a Viewer, which requires them to have (or create) a Hoicko account, or generate a view-only public link that doesn't require login at all.
3. If using a public link, optionally set an expiration date, especially useful for time-limited sharing with an external client or partner.

Why view-only access matters for trust

Giving a stakeholder full editing access to a live operational board — even with good intentions — creates real risk: an accidental edit, a misplaced column change, or an unintended deletion. View-only dashboard sharing sidesteps this entirely, letting stakeholders see exactly what they need to see, in a clean, focused view, without any ability to alter the underlying operational data your team relies on.

Practical use cases for dashboard sharing

• Sharing a weekly progress dashboard with an external client, without giving them access to your internal project board itself
• Giving company leadership a live view into departmental KPIs, without cluttering their view with the operational detail your team works from day to day
• Providing an auditor or compliance reviewer with a scoped, read-only view into specific metrics, without broader workspace access

FAQ

Can I share a dashboard without giving edit access? 

Yes, dashboards can be shared as view-only for stakeholders who don't need editing rights.

Do stakeholders need a Hoicko account to view a shared dashboard? 

Not necessarily — a public view-only link can be generated that doesn't require the recipient to log in.