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Embedded analytics guide

Integrate Chartiin into your SaaS or internal systems with SSO, policies, and SDKs.

1. Auth

Set up SAML/OIDC/JWT so that your users never see a second login prompt when viewing embedded dashboards.

  • Exchange identity information and map groups/roles
  • Sign embed tokens or URLs on the server
  • Propagate user attributes for row‑level filters

2. Policies

Configure policies that mirror how you already segment data in your product — by tenant, workspace, or role.

  • Tenant‑scoped policies for OEM and multi‑tenant SaaS
  • Role‑based access to collections, metrics, and dashboards
  • Attribute filters for regions, teams, and license tiers

3. Embed

Use the JS SDK or iframe snippets to place analytics where your users already work.

  • Embed entire dashboards or focused visual components
  • Listen for filter, drill, and export events
  • Use theming options so embeds match your brand

Common embedded patterns

A few concrete ways customers bring analytics into their products.

In‑product dashboards

Give every customer an analytics area inside your SaaS, with dashboards filtered to their tenant and permissions.

  • Self‑serve KPIs for admins and power users
  • Drill‑through into detailed reports from product pages

Customer portals

Embed scorecards into portals you already host for partners or clients, without duplicating data pipelines.

  • Row‑level security using partner IDs or account IDs
  • Export‑friendly layouts for quarterly reviews

Internal tools

Drop analytics into support consoles, admin tools, or CRM views so internal teams see context without switching tabs.

  • Contextual panels on tickets, accounts, or orders
  • Fine‑grained permissions per internal role

Get the embed guide PDF

We’ll send sample code and a checklist for SSO and policies.

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