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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Global Dashboards

Workspaces do have the option to create global Dashboards. These are different from those dashboards that you create in your devices but share the same workspace builder. These differences are:

  • Use multiple devices within your builder

  • Use Table-Widgets to create overviews

  • Sort Dashboards using Tabs

You can create your own global dashboards by adding a new one under the Dashboard-Section in the Administration Group in the left sidebar.

Copy-Paste a Dashboard

You can copy an existing global dashboard into a new global dashboard by going to Edit Mode and hovering over "More", the drop-down-list next to the Desktop/Mobile view. Click on Copy Dashboard. It will get copied to your clipboard, so you can paste it by using the keyboard CTL+V (CMD+V on macbook). Make sure there are no empty spaces or extra symbols.

The base64 string you will see being pasted is actually an encoded JSON that contains all information about your dashboard, its widgets, the sources, etc.

If you are copy-pasting a dashboard within the same workspace, the sources will be automatically selected. But if you are copying a dashboard from one workspace to another, you will have to select the sources manually. This is because the device list may differ and the sources will be diferent.

You cannot copy device dashboards to global dashboards and global dashboards to device dashboards. There are some differences when it comes to available widgets and how those are configured, so they are not interchangeable.

Sidebar Configuration

Once the desired Dashboards have been added, it is possible to sort them in different folders. To do so, click on the configuration icon next to Add Dashboard — the cog labelled Manage dashboards & folders.

The sidebar configuration allows to create folders, edit and delete them. Type the Folder name and click on Create. Once created the folders you can edit their names using the pencil. You can order them and order the dashboards inside of them by drag and drop. If you want to delete a folder, just click on the bin on the right side of the folder. Don't forget to save the changes you have made!

Removing a folder does not delete the dashboards inside it — they simply move back out to the top level of the sidebar. Creating folders, renaming and reordering are only stored when you click Save, so Cancel discards them if you change your mind.

Deleting a Dashboard

The same screen is where you delete a global dashboard, using the bin next to the dashboard name. To confirm, type the dashboard's name — there is a Copy name button beside it so you don't have to retype a long one by hand.

Before you confirm, the dialog tells you what else the deletion takes with it:

  • how many public share links point at this dashboard and will stop working

  • how many workspace members the dashboard is shared with and will lose access

Your devices and their measurement data are never affected. Only the dashboard itself is removed, along with its tabs, widgets and share links.

Unlike folder changes, deleting a dashboard takes effect immediately and Cancel will not bring it back. Anything you have dragged around but not saved yet is kept, so you can carry on rearranging afterwards and save as usual.

Deleting a dashboard needs the same Dashboards workspace permission as adding one. You can still delete a dashboard from inside it as well, through Edit Mode and its settings.

Sharing Global Dashboards

You can modify who gets access to your global dashboards by modifying the Access. You can share a dashboard with all members of a workspace, selected members of a workspace or anyone with a link. In that case, the link will be created after saving the dashboard.

To access the link or modify the configurations you have to go to Edit Mode, Edit Dashboard Metadata and there you will be able to copy the public link.

Remember clicking on Update Dashboard to save your configurations!

Public Links

Public Links enable sharing dashboards with external users who do not require a Datacake account. A public link provides access via a unique URL and can optionally be protected with a password.

Creating a Public Link

  1. Open the Global Dashboard you want to share.

  2. Click Share 🔗 in the top right, then Manage Public Links.

  3. If no public links exist yet, you will see a message indicating that no links have been created.

  4. Click Add Public Link.

  5. In the Add New Public Link dialog:

    • Display Name (optional): Enter a name to help you identify this link later (for example, Customer View or Management Overview).

    • Password (optional): Set a password if you want to restrict access.

  6. Click Add New Public Link to create the link.

Once created, the public link will appear in the list and includes:

  • A shareable URL (with a copy button)

  • A QR code that can be downloaded

  • An indicator showing the access level (for Global Dashboards this is always Read Only)

You can create multiple public links for the same Global Dashboard, each with its own name and password.

Access Level: Read‑Only

Public Links for Global Dashboards are always read‑only. This means that external users can:

  • View charts, values, and historical data

  • Interact with time ranges and filters (where applicable)

They cannot:

  • Change widget configurations

  • Send downlinks

  • Modify device values or measurements

This behavior is intentional and differs from Device Dashboards.

Difference to Device Dashboards

Device Dashboards can be shared via Public Links in either:

  • Read‑only mode, or

  • Read & Write mode (if explicitly enabled)

This is possible because Device Dashboards:

  • Are tied to a single device

  • Have a clear and unambiguous target for actions such as downlinks or value changes

  • Allow fine‑grained control over what external users are permitted to do

In short:

  • Global Dashboards → overview & monitoring → read‑only

  • Device Dashboards → device‑specific interaction → read‑only or read & write

Best Practices

  • Use Global Dashboard public links for reporting, monitoring, and high‑level sharing.

  • Use Device Dashboard public links when interaction or control is required.

  • Always consider adding a password when sharing dashboards externally.

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