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Copy file name to clipboardExpand all lines: source/dashboard-permissions.txt
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@@ -157,7 +157,8 @@ 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>`
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- :ref:`All users on your MongoDB Charts deployment <dashboard-access-everyone>`
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- :ref:`All users in your project <dashboard-access-project>`
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- :ref:`All users in your organization <dashboard-access-org>`
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- :ref:`Any user with the download link <dashboard-access-link>`
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.. _dashboard-specific-access:
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To give specific users permissions on the dashboard:
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1. Select the :guilabel:`User Access` tab.
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1. Select the :guilabel:`Project` tab.
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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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can't see any charts that use that data source.
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A :authrole:`Project Owner` can assign the user
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a :atlas:`project role </reference/user-roles/#project-roles>` with the access you want the user to have. To learn more about granting access, see :ref:`permission-model`.
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a :atlas:`project role </reference/user-roles/#project-roles>`
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with the access you want the user to have. To learn more about
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granting access, see :ref:`permission-model`.
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#. Repeat steps 1-3 for each user you would like to provide dashboard
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#. Repeat these steps for each user you would like to provide dashboard
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permissions for.
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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.
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.. _dashboard-access-project:
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.. _dashboard-access-everyone:
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Access for All Users
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~~~~~~~~~~~~~~~~~~~~
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Access for All Users in a Project
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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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. Select the :guilabel:`User Access` tab.
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1. Select the :guilabel:`Project` tab.
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#. Toggle the switch on the right-side of the :guilabel:`Everyone` user
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#. Toggle the switch to the right 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
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access.
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A :authrole:`Project Owner` can assign the user
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a :atlas:`project role </reference/user-roles/#project-roles>` with the access you want the user to have. To learn more about granting access, see :ref:`permission-model`.
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a :atlas:`project role </reference/user-roles/#project-roles>`
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with the access you want the user to have. To learn more about
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granting access, see :ref:`permission-model`.
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#. Click :guilabel:`Close`. |charts| saves your changes automatically.
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.. _dashboard-access-org:
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Access for All Users in an Organization
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To allow access to the dashboard for all users in your |service|
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organization:
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1. Select the :guilabel:`Organization` tab.
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#. Toggle the switch to the right of your organization's name to
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to ``On``.
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|charts| provides a link with which users in your organization can
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view the dashboard.
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#. Click :guilabel:`Close`. |charts| saves your changes automatically.
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.. note::
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If your organization uses a :abbr:`SSO (Single Sign-On)` provider,
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MongoDB Cloud prompts users in your organization sign to in through your
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provider to view the dashboard. Users who authenticate through your
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organization's SSO provider don't need an |service| account.
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You can view all dashboards shared with your organization on the
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:guilabel:`Organization` page. To open the :guilabel:`Organization`
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page, click :guilabel:`Organization` under the :guilabel:`Dashboards`
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heading on the left navigation menu.
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.. _dashboard-access-link:
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Access for Users with a Link to 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. Select the :guilabel:`Public Link` tab.
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1. Select the :guilabel:`Public` tab.
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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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:guilabel:`Public` 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
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one. The public link has no permission requirements.
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|charts| generates a public link with which anyone can
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view the dashboard. A user's permissions don't affect their ability
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