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Effortlessly manage Client access to your dashboards

Granular access control for seamless collaboration

Client Accounts

Chartbrew makes client collaboration simple and secure with its client accounts feature. Invite your clients to be part of your team and grant them granular access to specific dashboards. Whether they need full control or just viewing permissions, you can customize access to fit their role.

With a straightforward invite link, onboarding clients has never been easier. Choose between three role types to ensure your clients get exactly the level of access they need:

Client Admin

Full control to modify queries, datasets, and charts

Client Editor

Access to modify datasets and charts without touching queries

Client Viewer

Restricted to viewing dashboards with no editing capabilities

Simplify client collaboration and stay in control

Simple invite links

Quickly onboard clients with a shareable invite link.

Granular access control

Assign specific permissions to each client.

Role-based collaboration

Admin, editor, and viewer roles tailored to different needs.

Secure access

Ensure dashboards and data stay protected with restricted permissions.

Effortless client management

Add, remove, or adjust roles for clients at any time.

Team transparency

Keep everyone aligned by sharing the right dashboards with the right people.

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