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What do external users see when I share a Live Board with them?

Live Board access for external users

Portia avatar
Written by Portia
Updated over 10 months ago

This video demonstrates how external users, such as customers or collaborators, can access Live Boards shared via email invitations.

Here’s a quick summary of what’s covered:

  1. Email Invitations: External users receive an invitation to access a specific Live Board.

  2. Creating a Password: The video shows how users can create a password to securely access the board, ensuring data privacy.

  3. Setting Up an Account: Users learn how to set up their account for ongoing access and bookmark Live Boards for convenience.

This seamless process allows external users to engage with Live Boards, view real-time data, and stay up to date without needing full platform access.

Watch the full video to learn more!

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