Generating the Presentation
1
Open the Share Hub
Navigate to the Insights tab for your form and click the Share Insights button in the top right corner.
2
Scope the Permissions
You have absolute granular control over what the client sees.
Example: You can expose the Visits and Drop-offs tabs to prove traffic volume, but hide the Answers tab to ensure the client cannot read sensitive PII or confidential responses.
3
Apply security
Leave the link open, or require a password. Password-protected links show a lock screen before the dashboard.
4
Link lifetime
Shared Insights links expire after 30 days by default. Revoke access earlier anytime from the share panel.
The Stakeholder Experience
When the executive or client opens the URL, they land in a branded Insights view you control. While they cannot edit the form, they can interact with the data. They can adjust Date Ranges, apply Live Filters, and explore the charts exactly as if they were inside the platform.Bulletproof Security: When you uncheck a tab (like “Answers”), the data is not just visually hidden using CSS. The Flex Forms engine completely redacts the payload at the server level. Even if a highly technical client inspects the browser’s network requests, it is mathematically impossible for them to extract the hidden data.