How to share dashboards with team

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Kadewerk Software · How to share dashboards with team

Yara El Idrissi asked if dashboards could be shared with read-only access. Olivia Grant confirmed dashboard-level permissions allow selective sharing.

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Current to 13 Oct 26

Yara El Idrissi asked if dashboards could be shared with read-only access. Olivia Grant confirmed dashboard-level permissions allow selective sharing.

Problem: Yara El Idrissi wanted to share dashboards with team members who could view results but not run queries or edit dashboards. Handling: Olivia responded within 2.4 hours, confirmed the feature exists, and explained dashboard-level permissions; customer affirmed the value and requested steps. Watch: Desire to share dashboards with read-only viewers indicates the customer is expanding dashboard adoption beyond power users to a broader team.

AI · claude-haiku-4-5-20251001 · 13 Oct 2026

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Updated 9 Oct 26

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created · Yara El Idrissi 19 Jun 2026 17:19
Is there a way to share dashboards with other team members without giving them full access to the platform? We'd like some people to be able to view dashboards but not run their own queries.
public_reply · Olivia Grant 19 Jun 2026 19:45
Yes, there's a sharing feature. You can set dashboard-level permissions so viewers can see the results without being able to edit or run new queries. I can show you how to set that up.
public_reply · Yara El Idrissi 23 Jun 2026 13:53
That sounds perfect. Can you send me the steps?
status_change · Olivia Grant 25 Jun 2026 15:06
status_change · 29 Jun 2026 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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