Guest Access: Sharing With External Stakeholders

Guest Access lets you share a specific AskBiz dashboard with someone outside your organisation — an investor, board member, accountant, or client — without giving them a full account. Guests can view the data and charts you choose to share, but cannot make changes, access other dashboards, or see your connected integrations.

To share a dashboard externally:

1. Open the dashboard you want to share

2. Click Share → Guest Access

3. Choose View Only or View + Download permissions

4. Set an expiry date (7 days, 30 days, 90 days, or no expiry)

5. Optionally protect the link with a password

6. Copy and send the link

Guests access the dashboard via their browser — no account required.

Guests can:

• View all charts and data cards on the shared dashboard
• Filter by date range (if you allow it)
• Export data to CSV or PDF (if you enable View + Download)

Guests cannot:

• Access any other dashboard or page
• See your connected data sources or settings
• Edit, comment, or interact with AI features
• See real-time data beyond what was loaded when they open the link (snapshots are refreshed hourly)

All active guest links are listed under Settings → Sharing → Guest Links. From here you can:

• See who has accessed a link (email not required, but access timestamps are recorded)
• Revoke a link immediately if circumstances change
• Extend or shorten expiry dates
• Add or remove password protection

Revoking a link is immediate — the next time a guest tries to open it, they will see an access denied message.

Guest Access is designed for infrequent, read-only external viewers. If someone needs to ask questions, use the AI, or view dashboards regularly, they should be added as a Team Member instead (Business plan). Team members have full access to the features you enable for them; guests have view-only access to a single dashboard.