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.. _dashboard-permissions:
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- =====================
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- Dashboard Permissions
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- =====================
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+ =================================
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+ Dashboard Permissions and Sharing
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+ =================================
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.. default-domain:: mongodb
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@@ -86,7 +86,7 @@ View Dashboard Permissions
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--------------------------
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To view permissions for a specific dashboard, hover over the icon
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- next to the dashboard's :guilabel:`Access ` button. A tooltip appears
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+ next to the dashboard's :guilabel:`Share ` button. A tooltip appears
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describing what permission you have on the dashboard, who the owner
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of the dashboard is, and who else has access to the dashboard.
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@@ -107,16 +107,23 @@ permissions:
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* - :icon-fa5:`users` Group Icon
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- You have either ``Author`` or ``Owner`` permission and
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- :ref:`additional users <dashboard-specific-access>` or :ref:`Everyone <dashboard-access-everyone>` have
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- some level of access to the dashboard.
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+ :ref:`additional users <dashboard-specific-access>` or :ref:`Everyone <dashboard-access-everyone>` in your |service|
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+ project some level of access to the dashboard.
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+
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+ * - :icon-fa5:`globe` Globe Icon
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+ - You have the setting
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+ :ref:`Anyone with this link can view <dashboard-access-link>`
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+ enabled.
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* - :icon-fa5:`lock` Lock Icon
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- You have ``Owner`` permission and no other user has
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access.
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- If you have ``Author`` or ``Owner`` permission and
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- :ref:`Anyone with this link <dashboard-access-link>` sharing is
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- enabled, the icon doesn't change.
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+ .. note::
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+
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+ If :ref:`Anyone with this link can view <dashboard-access-link>`
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+ sharing is enabled and you have ``Author`` or ``Owner`` permission,
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+ the icon doesn't change.
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.. _modify-dashboard-permissions:
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@@ -136,14 +143,14 @@ the dashboard from the :guilabel:`Dashboards` page:
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:figwidth: 750px
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:alt: Dashboard permission icon
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- Or click the :guilabel:`Access ` button at the top-right of the
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+ Or click the :guilabel:`Share ` button at the top-right of the
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dashboard within the specific dashboard view:
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- .. figure:: /images/charts/dashboard-access -button.png
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+ .. figure:: /images/charts/dashboard-share -button.png
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:figwidth: 750px
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:alt: Dashboard access button
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- With the :guilabel:`Dashboard Permissions ` dialog open, read the
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+ With the :guilabel:`Share Dashboard ` dialog open, read the
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following sections to learn how to grant permissions to a dashboard to:
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- :ref:`A specific user <dashboard-specific-access>`
@@ -157,9 +164,10 @@ Specific User Permissions
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To give specific users permissions on the dashboard:
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- 1. Search for the desired user using the search bar directly above
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- where the dashboard users are listed. You can search for users
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- by their username or email address.
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+ 1. Select the :guilabel:`User Access` tab.
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+
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+ #. Search for the desired user using the search bar. You can search for
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+ users by their username or email address.
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#. Click the desired user to add them to the permissions list.
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@@ -183,7 +191,7 @@ To give specific users permissions on the dashboard:
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#. Repeat steps 1-3 for each user you would like to provide dashboard
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permissions for.
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- #. Click :guilabel:`Apply Changes` .
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+ #. Click :guilabel:`Close`. |charts| saves your changes automatically .
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To remove permissions for a user, click the trash can icon to the right
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of the user's name.
@@ -196,7 +204,9 @@ Access for All Users
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To allow access to the dashboard for all users in your |service|
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project:
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- 1. Toggle the switch on the right-side of the :guilabel:`Everyone` user
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+ 1. Select the :guilabel:`User Access` tab.
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+
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+ #. Toggle the switch on the right-side of the :guilabel:`Everyone` user
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to ``On``.
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#. Select the :ref:`permission <dashboard-roles>` to apply to all
@@ -226,7 +236,7 @@ project:
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- If you don't own a Data Source used in the dashboard, ask an
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Owner to grant permission to Everyone to view the data.
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- #. Click :guilabel:`Apply Changes` .
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+ #. Click :guilabel:`Close`. |charts| saves your changes automatically .
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.. _dashboard-access-link:
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@@ -240,8 +250,10 @@ on each data source in the charts in the dashboard.
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To allow access to the dashboard for users on your |charts|
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deployment who have a direct link:
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- 1. Toggle the switch on the right-side of the
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- :guilabel:`Anyone with this link` user to ``On``.
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+ 1. Select the :guilabel:`Public Link` tab.
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+
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+ #. Toggle the switch on the right-side of the
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+ :guilabel:`Anyone with this link can view` user to ``On``.
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A user's permissions don't affect their ability to view a chart
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using a link. |charts| generates two links: a public and a private
@@ -261,7 +273,7 @@ deployment who have a direct link:
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- If you don't own a Data Source used in the dashboard, ask an
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Owner to enable external sharing to view the data.
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- #. Click :guilabel:`Apply Changes` .
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+ #. Click :guilabel:`Close`. |charts| saves your changes automatically .
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.. warning:: Link Sharing with Sensitive Data
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