Here is a list of some of the frequently asked questions about LiveFlow for Dashboards:

1. How can a client be added to my dashboard?

A: Currently, this is the flow to share a dashboard:

1) Go to the 'Settings' icon (bottom left corner)

2) Go to Team - Add the client's email as a 'Viewer'

4) Share the dashboard link - the client can open this on any device (mobile/laptop etc.)

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The very first time the client accesses the link on a new device, they'll need to authenticate their email. We support Google/Microsoft/QB/Xero. There's no dedicated LiveFlow 'password' per se, just an auth flow for us to verify that the person viewing the dashboard is the same person you have added to your workspace.

They will only be able to view the dashboard i.e. other confidential information in your workspace is hidden from Viewers. They will also not be asked to authenticate their email going forward if they're logged in using the same device.

2. How do clients login to view the dashboard and secondly, do they have to login each time?

A: In order to view dashboards, the client must be granted viewer access through your LiveFlow account. Once you provide them with viewer access, they will need to authenticate their email addresses to view your dashboard.

3. How do I get access to dashboards?

A: The Visual Dashboarding product is an additional add-on.

4. How do I share a published dashboard with a client?

A: To share a published dashboard with a client, click the 'Publish Live' button in the top-right corner of the dashboard screen. Alternatively, you can also select ‘Publish Snapshot,’ located directly below the ‘Publish Live’ button. Once the dashboard is published, it will be accessible for viewing on the client's LiveFlow portal

5. How do I delete a Workspace?

A: You can delete a Workspace by directly contacting LiveFlow!

6. How can I change the font size?

A: You can change the font size by clicking the three lines on the top left hand side of the ribbon row in dashboards

7. Is there a possibility to share the dashboards that we created to our clients for them to be able to play around with the dashboard without us adding in LiveFlow?

A: Currently, your clients need to be added as viewers to access the dashboard. This is a security measure to ensure that if the link is shared with someone it wasn't intended for, they won't be able to view your client's data