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How to share a Hubviz dashboard with your team
Choose which dashboards and tabs each person sees in Hubviz Web, invite by email, see the plan viewer limit and revoke sharing.
By the end of this guide, the people you chose open only the dashboards and tabs you released in Hubviz Web. Anyone who is not in the workspace yet is registered as a viewer and receives an email with the way to sign in.
Sharing gives read access. People who receive it view the dashboards that are already published and cannot edit anything.
Before you start
- Publish the project. People you share with see the data from the last publish. See Publish to Hubviz Web.
- Only creators share: the Share Dashboard icon appears for people who have Hubviz Studio access and permission to edit the dashboard in Hubviz Web. A viewer does not see it, even with the Usuário Administrador role. If it does not appear for you, ask a creator in the workspace.
- Each plan has a viewer limit. People you register here count toward it.
| Plan | Viewers |
|---|---|
| Essential | 5 |
| Professional | 20 |
| Business | unlimited |
Viewer and creator
| Viewer | Creator | |
|---|---|---|
| Opens dashboards in Hubviz Web | Yes | Yes |
| Builds dashboards in Hubviz Studio | No | Yes |
| Dashboards they see | Only the ones shared with them | All the dashboards of the projects |
| Shares dashboards | No | Yes |
| How they are registered | Through sharing or in Administration, Users | In Administration, Users, with the Creator box checked |
People created through sharing are always viewers. To make one a creator, edit the user. See Users and limits.
Who sees what
- Viewer: anyone who is not a creator, that is, has no Hubviz Studio access. They see only the dashboards and tabs you shared with them. With no sharing, they see no dashboard, and not even the project in the Your projects list. This holds for the Cliente role and also for people with Usuário Administrador and no Creator box: the role does not unlock dashboards.
- Creator: sees all the dashboards of the projects, with or without sharing. Only the viewer needs to receive sharing. The Hubviz support user (the Admin role) also sees everything.
Sharing, seeing who received a dashboard and revoking are creator actions. If someone who administers the workspace needs to share, check Creator (Hubviz Studio) on their record, which takes up a creator slot. See Users and limits.
This rule holds on the server, not only on the screens: a viewer does not receive the definition of the dashboards that were not shared with them, and cannot share, list or revoke anything on their own.
Share with a person in the workspace
Example: in the Sales Results 2026 project, you want Rafael Lima to see the Executive view dashboard, with both tabs.
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In Hubviz Web, open the project and the dashboard.
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At the top of the dashboard, click the Share Dashboard icon. The window opens on the Share Dashboard tab.
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In First, select the Views, check the dashboard. Here Hubviz calls a view what the rest of the product calls a dashboard. In this example, Executive view.
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In Select Tabs, check the tabs the person can see. Each group has a box that checks all its tabs at once. The list has the same dashboards you see in the project: the ready-made accounting dashboard only appears on the Professional and Business plans, and payroll does not exist in Hubviz.
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In Select Users, choose the person. The list shows name and email.
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Leave Send invitation email to selected users? checked to notify by email.
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Click Send Invitations. The button only enables when at least one person is chosen. With no tab checked, Hubviz shows Select at least one vision to share..
Share with someone outside the workspace
For someone with no registration yet, the form itself creates the user.
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In the Select Users field, type the person’s name. At the end of the list, the (Add New User) option appears. Click it.
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In the Add New User window, fill in User's first name, User's last name and User's email. Use the email of the Google account the person will use. Click Add.
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The person joins the list of chosen people. The user is only created when you click Send Invitations.
On send, Hubviz creates the person as a viewer, and the account starts counting toward the plan limit. The person signs in to Hubviz Web with the Google account of the same email, with no password. On the first sign-in, Hubviz links the Google account to the user. See How to sign in to Hubviz Web.
The invitation email
With Send invitation email to selected users? checked, each person chosen, new or not, receives an email from Hubviz.
| Part of the email | Text |
|---|---|
| Subject | The name of whoever shared, followed by “shared the” and the project name, then “dashboards with you on Hubviz”. |
| Body | Says who shared and asks the person to sign in to Hubviz Web with the Google account of their email, with no password. |
| Button | Open Hubviz Web. |
The email carries no password or activation link. If you uncheck the box, nobody is notified, but access is released all the same. Let the person know yourself.
In Hubviz the email always leads to Hubviz Web. The custom login link option, which exists in HubCount, does not appear in the sharing window.
See and change who has access
Open the Shared Dashboards tab of the same window. The list shows, for each person, the Id, the name, the email and the views they see, in Visions.
Under Actions, each row has two buttons. Below the list, the Share button goes back to the form.
| Control | What it does |
|---|---|
| Update Views (pencil) | Opens the form with only that person’s view and tabs. The Update Views button stays disabled until you change something. |
| Revoke Views (crossed-out eye) | Asks for confirmation and deletes the person’s sharing. |
To revoke, click the crossed-out eye. The Are you sure? window shows Revoke sharing of and the person’s name. Click Confirm. Then Dashboard successfully revoked! appears.
Revoking takes away the person’s access to the dashboards you had shared: after that they no longer see those dashboards nor the project in the Your projects list, and they do not go back to seeing all dashboards. The person stays registered, still signs in to Hubviz Web, and still counts toward the viewer limit. You can remove these users' access through user registration. To free the slot, deactivate or remove the user in Administration, Users.
Viewer limit
Hubviz checks the limit when you send the invitation to a new person. People already in the workspace do not count again. When the plan limit is full, the send is refused and the Ocorreu um erro na requisição. window appears with this notice:
Your plan allows N viewer users. Remove a viewer or add more viewers to your plan.
In place of N appears your plan’s limit.
To free a slot, you have three paths:
- Deactivate or remove people who no longer use it, in Administration, Users. Only active users count.
- Buy additional viewers. They exist on the Professional plan, and Business has unlimited viewers. See Plan and billing.
- Change plans.
Public link
Hubviz Web has no public link for dashboards. Anyone who opens a dashboard signs in with Google. The public link with an expiry date exists only for presentations, on the Professional and Business plans. See Presentations.
If the person cannot see the dashboard
| Symptom | Likely cause | What to do |
|---|---|---|
| We could not find your account at sign-in | The Google account used is not the registered email | Fix the email in Users or ask the person to sign in with the right Google account. |
| The person signs in but cannot find the dashboard | The dashboard or tab was not checked | Open Shared Dashboards, click Update Views and check what is missing. |
| The person signs in and sees No dashboards shared with you | They have not received any sharing yet, or the last one was revoked | Share the dashboards they may see. |
| The dashboard opens without new numbers | The project was not published again | Publish. See Publish to Hubviz Web. |
| The invitation did not arrive | The email box was unchecked, or the email went to spam | Tell the person another way. Access is already released. |
Next step
To adjust who is a creator and who is a viewer, see Users and limits.