SalesScreen

Role Company Admin or user with full company access (permission to manage boards)

Prerequisites / who this applies to You must have Full company access in SalesScreen and be able to open Dashboard → Manage Boards.

___________________________________________________________

In the left‑hand sidebar, click Dashboard.

In the top‑right corner, click Manage Boards.

1. In the left‑hand sidebar, click Dashboard.
2. In the top‑right corner, click Manage Boards.

Step 2 – Edit the board you want to embed

In Manage Boards, make sure you are on the Web boards tab.

Click the category that contains the dashboard you want to embed (for example 1. Oslo).

On the board you want, click the three dots (…) and choose Edit.

1. In Manage Boards, make sure you are on the Web boards tab.
2. Click the category that contains the dashboard you want to embed (for example 1. Oslo).
3. On the board you want, click the three dots (…) and choose Edit.

In the board settings, scroll to the Board access section.

Click Save (if shown) to confirm your changes.

1. In the board settings, scroll to the Board access section.
2. Turn on the Embeddable toggle.
3. Click Save (if shown) to confirm your changes.

Back in Manage Boards, find the same board again.

Click the three dots (…) on that board.

Copy the embed URL or code shown there.

Paste this embed URL/code into the external system where you want to display the dashboard.

1. Back in Manage Boards, find the same board again.
2. Click the three dots (…) on that board.
3. Select Show embed details.
4. Copy the embed URL or code shown there.
5. Paste this embed URL/code into the external system where you want to display the dashboard.

Your dashboard is now ready to be embedded and viewed outside of SalesScreen (access will still depend on how you configure the external system).

I don’t see Manage Boards or the Web boards tab You may not have full company access or permission to manage boards. Ask a Company Admin to check your access or to enable embedding for you.

I can’t find the Embeddable toggle Make sure you are editing a Web board, not an App board or TV board. If the toggle is still missing, contact SalesScreen Support.

The dashboard doesn’t show up in the external system

Confirm you used the correct embed URL/code from Show embed details.

Check whether the external system has its own restrictions (for example, only HTTPS URLs, or domain allow‑lists).

If your company uses IP restrictions or SSO, make sure the viewers of the embedded dashboard have permission to access SalesScreen.

- Confirm you used the correct embed URL/code from Show embed details.
- Check whether the external system has its own restrictions (for example, only HTTPS URLs, or domain allow‑lists).
- If your company uses IP restrictions or SSO, make sure the viewers of the embedded dashboard have permission to access SalesScreen.

<a href="http://help.salesscreen.wiki/en/articles/1816006-how-do-i-create-a-mobile-widget">How can I create a mobile widget?</a>

<a href="http://help.salesscreen.wiki/en/articles/16149-how-can-i-create-a-new-playlist">How do I set up TV screens and playlists?</a>

- <a href="http://help.salesscreen.wiki/en/articles/1816006-how-do-i-create-a-mobile-widget">How can I create a mobile widget?</a>
- <a href="http://help.salesscreen.wiki/en/articles/16149-how-can-i-create-a-new-playlist">How do I set up TV screens and playlists?</a>

You can embed a SalesScreen web board (dashboard) inside another system (for example an intranet or BI portal) by enabling embedding on the board and using its embed link.

How can I embed a dashboard?dashboard

Login

Status

Blog

iOS App

Android App

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

How can I embed a dashboard?dashboard

Step 1 – Open Manage Boards

Step 2 – Edit the board you want to embed

Step 3 – Enable embedding

Step 4 – Get the embed link

What if this doesn’t work?

Related articles