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Custom Access Links – Time-Limited or Password-Protected Links
Custom access links are a powerful feature for secure and flexible report sharing. They allow users to generate unique URLs that provide controlled access to specific reports or dashboards—without requiring the recipient to have a full account or login credentials. These links can be time-limited, password-protected, or restricted to specific devices or IP addresses, offering both convenience and security when sharing sensitive or time-bound data.
Whether you're sending a monthly report to a client, sharing performance data with a stakeholder, or collaborating on insights across teams, custom access links give you full control over who sees what—and for how long.
What Are Custom Access Links?
Custom access links are sharable URLs generated within a reporting platform that allow external or internal users to view a specific report. These links can be configured with restrictions such as:
- Expiration Dates: Automatically disable access after a certain time.
- Password Protection: Require a password to view the report.
- One-Time Access: Allow the link to be used only once.
- Domain or IP Restrictions: Restrict access to users from specific networks or locations.
These options ensure that reports are only accessible by the intended recipients, preventing unauthorized access and helping businesses maintain data privacy.
Key Features
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Time-Limited Access
Set an expiration date or time after which the link automatically becomes invalid. This is ideal for temporary collaborations or deadline-bound projects. -
Password Protection
Require a password to open the report, adding an extra layer of authentication, especially for external stakeholders or clients. -
Access Tracking
View logs or analytics to see who accessed the report, when, and from where. This can help with auditing and accountability. -
One-Time Use
Generate links that expire after being accessed once—useful for sensitive or confidential reports. -
Revocable Links
If needed, you can disable or revoke any custom access link at any time to immediately cut off access. -
Custom Branding and Messaging
Customize the access page with your logo, report title, and welcome message to provide a professional and consistent experience.
Benefits of Custom Access Links
- Enhanced Security: Only authorized users can view the report, reducing the risk of data leaks.
- Convenient Sharing: Send reports to clients, partners, or teams without requiring them to log into your system.
- Temporary Collaboration: Perfect for time-bound projects, trials, or one-off insights.
- Access Flexibility: Adapt sharing settings based on the recipient’s role or sensitivity of the data.
- Track Engagement: Understand when and how users interact with shared content.
Use Cases
- Client Reporting: Share monthly campaign or financial performance reports with clients using time-limited links.
- Investor Updates: Provide secure, temporary access to sensitive business insights or board reports.
- Team Collaboration: Enable remote or cross-functional teams to review live reports without needing full access.
- Sales Enablement: Share product analytics or proposal metrics with potential clients during the decision-making process.
- Compliance Reporting: Distribute regulatory or audit-related reports with password protection for authorized reviewers.
Best Practices
- Set Expiration Dates by Default: Avoid leaving open-ended access by always applying time limits.
- Use Strong Passwords: If enabling password protection, ensure passwords are strong and shared securely.
- Regularly Review Shared Links: Audit active access links and revoke those that are no longer needed.
- Avoid Over-Sharing: Only generate links for users who need them to minimize data exposure.
- Educate Recipients: Provide simple instructions for accessing password-protected or time-limited links to ensure smooth viewing.
Conclusion
Custom access links offer the perfect balance between ease of sharing and control over data access. With options like time limits, password protection, and one-time access, you can securely deliver insights to the right people—when and where they need them. Whether you're working with internal teams, external clients, or short-term collaborators, custom links keep your reports safe, manageable, and accessible.