Sharing and access
A live dashboard you share like a doc. With the access rules of a product.
Send the link to anyone, or restrict it to specific email addresses that verify before viewing. Give each client their own isolated view on your domain. No viewer accounts, no seat licenses, revoke any time.
The share dialog on a live dashboard: pick who can open it, watch verifications land, revoke when you're done.
For your team
The exec team opens it Friday. Nobody creates an account.
Build the pipeline dashboard on Thursday and send the link to leadership, or the whole company, without a ticket, a seat request, or a BI queue.
For your clients and customers
Each client gets their own view, on your domain, with your logo.
One client never sees another client's numbers. Agencies publish client portals, SaaS teams embed it inside the product. See the agency setup.
Sharing that behaves like a doc, not a BI seat.
No viewer accounts, ever.
Viewers open the link, or enter an email and click the verification link we send. Nobody signs up for Papercrane and nobody buys a seat.
One view per client. Nothing crosses over.
Each customer or client gets their own isolated dashboard with its own data connection, so there is no shared dashboard to leak across.
Live, not a screenshot.
Every open pulls current numbers from the source. Turn on questions and viewers can ask the dashboard a follow up right there.
From built to sent to revoked.
1
Build it.
The agent builds the dashboard from your connected sources, so it is live from the first open.
2
Choose who can open it.
Anyone with the link, specific people, team only, or embedded inside your product. Add an expiry date if the share should end on its own.
3
Send the link.
An open share loads on the first click. A restricted share asks the viewer for an email, sends a verification link, and starts a session that expires on its own.
4
See who viewed. Revoke when you're done.
Every open is recorded with the viewer's email. Turn the share off and anyone still looking is cut off on their next click.
The five ways to share, side by side.
What each one asks of the viewer, and what stays in your hands.
Every view is recorded. Programmatic access uses scoped keys with their own read and write rules. SOC 2 and HIPAA reports are in the Trust Center, and how your data is handled has its own page.
Inside your product, one view per customer.
Your backend asks for a link, your product drops it in an iframe, and the customer sees their own dashboard in your styling. Links expire in 60 seconds and only load on domains you approve.
Separate view per customer
Your CSS, logo, and colors
Approved domains only
Questions people ask before they hit send.
Send the dashboard, not the screenshot.
Build one from your data, pick who can open it, and send the link today.
Flat pricing, not per viewer.
See pricing →