Client Accounts
Effortlessly manage Client access to your dashboards
Granular access control for seamless collaboration
A closer look
Simplify client collaboration and stay in control
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
Made for your workflow
What you can do.
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.
