Sharing and access
Share analytics cleanly without giving every stakeholder the whole workspace.
The best sharing model keeps operators inside the app while giving clients or stakeholders only the views they need.
Workspace roles
Public shares
Boards
Stakeholder-safe access
Dokumentation
How to use workspaces, members, public shares, and boards to keep reporting access clean in Deplio.
Operator layer
Workspace roles
Use workspace membership for the people who actually run the product.
Stakeholder layer
Public shares
Use shares when someone only needs selected reports and sections.
Review layer
Boards
Use boards when the team wants a repeatable summary surface with context.
1
Keep operators in the workspace
Workspace roles are the right home for people who need to change projects, billing, or reporting setup.
Use member roles for day-to-day viewers.
Use admin or owner access only where operational control is needed.
Avoid using public shares as a substitute for internal collaboration.
2
Use shares for limited visibility
Public shares are best when stakeholders need to see selected analytics without entering the full workspace.
Expose only the sections that matter for the audience.
Use naming that explains what the share is for.
Review share settings before handing them to clients or execs.
3
Promote recurring reviews into boards
Boards help teams mix saved reports with short written context.
Use boards for weekly or monthly review cadences.
Keep blocks focused on the few reports the meeting really needs.
Use text blocks for decisions, risks, or campaign notes.
FAQ
How to use workspaces, members, public shares, and boards to keep reporting access clean in Deplio.